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Calamos Strategic Total Return Fund

214 hedge funds and large institutions have $744M invested in Calamos Strategic Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 48

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

3% more funds holding

Funds holding: 208214 (+6)

3% more capital invested

Capital invested by funds: $722M → $744M (+$22.4M)

0.75% more ownership

Funds ownership: 23.33%24.07% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
214
Holders Change
+6
Holders Change %
+2.88%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
76
Reduced
48
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$1.34M +$77.5K +4,071 +6%
OC
52
Oppenheimer & Co
New York
$1.33M +$40.3K +2,115 +3%
Comerica Bank
53
Comerica Bank
Texas
$1.27M +$14.2K +744 +1%
LSPW
54
Lake Street Private Wealth
Illinois
$1.27M +$9.52K +500 +0.8%
SCA
55
Snowden Capital Advisors
New York
$1.24M +$541K +28,419 +80%
NA
56
NewEdge Advisors
Louisiana
$1.2M +$48.4K +2,541 +4%
USCWA
57
U.S. Capital Wealth Advisors
Texas
$1.16M -$55.9K -2,936 -5%
CTC
58
Central Trust Company
Missouri
$1.15M -$467K -24,500 -29%
HI
59
Harbour Investments
Wisconsin
$1.07M +$25.2K +1,324 +2%
MFIM
60
Mesirow Financial Investment Management
Illinois
$1.06M +$57.8K +3,037 +6%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$1.06M +$438K +23,020 +72%
LCM
62
Landscape Capital Management
New Jersey
$1.03M +$1.02M +53,669 New
M&T Bank
63
M&T Bank
New York
$877K
WA
64
Waverly Advisors
Alabama
$828K +$13.2K +693 +2%
DWM
65
Dakota Wealth Management
Florida
$823K +$816K +42,877 New
PI
66
PFG Investments
New York
$786K +$21.9K +1,151 +3%
CIA
67
Concurrent Investment Advisors
Florida
$778K +$771K +40,511 New
WWM
68
Western Wealth Management
Colorado
$745K +$502K +26,347 +211%
PVM
69
Palogic Value Management
Texas
$745K
Corient Private Wealth
70
Corient Private Wealth
Florida
$695K +$344K +18,072 +100%
PNFS
71
PW Nova Financial Services
Pennsylvania
$678K +$674K +35,397 New
KA
72
Kovack Advisors
Florida
$661K +$655K +34,415 New
MWM
73
MGB Wealth Management
Texas
$656K +$650K +34,141 New
KPWS
74
Kestra Private Wealth Services
Texas
$638K +$12.4K +650 +2%
QFW
75
QTR Family Wealth
Florida
$624K +$838 +44 +0.1%