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Calamos Strategic Total Return Fund

217 hedge funds and large institutions have $664M invested in Calamos Strategic Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

51% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 51

1% more funds holding

Funds holding: 214217 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.02% less ownership

Funds ownership: 24.07%24.05% (-0.02%)

11% less capital invested

Capital invested by funds: $744M → $664M (-$80.5M)

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
77
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
76
TrueMark Investments
Illinois
$570K +$624K +33,304 New
KA
77
Kovack Advisors
Florida
$550K -$51K -2,718 -8%
Goldman Sachs
78
Goldman Sachs
New York
$542K
Pathstone Holdings
79
Pathstone Holdings
New Jersey
$529K
QCIG
80
Quad-Cities Investment Group
Iowa
$523K -$34.6K -1,845 -6%
NAS
81
NWF Advisory Services
California
$519K -$37.5K -2,000 -6%
AA
82
Advisory Advocates
Michigan
$519K -$1.69K -90 -0.3%
IWC
83
Integrated Wealth Concepts
Massachusetts
$502K +$550K +29,346 New
DADC
84
D.A. Davidson & Co
Montana
$502K -$3.06K -163 -0.6%
GFP
85
Gryphon Financial Partners
Ohio
$496K
BCM
86
Brookstone Capital Management
Illinois
$485K +$18.1K +967 +4%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$482K +$5.36K +286 +1%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$477K +$51.6K +2,750 +11%
NMC
89
Nine Masts Capital
Hong Kong
$474K
MA
90
Mezzasalma Advisors
New Jersey
$463K +$6.05K +323 +1%
LBC
91
Lowe Brockenbrough & Co
Virginia
$456K -$39.4K -2,100 -7%
DA
92
Doliver Advisors
Texas
$453K +$787 +42 +0.2%
WWA
93
WCG Wealth Advisors
Nevada
$440K
NFG
94
Nations Financial Group
Iowa
$422K +$47.2K +2,516 +11%
FG
95
Fairman Group
Pennsylvania
$404K
UWP
96
Uniting Wealth Partners
Kansas
$394K -$9.73K -519 -2%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$392K -$14.2K -759 -3%
SFA
98
Sequoia Financial Advisors
Ohio
$390K +$103K +5,500 +32%
GWANC
99
Guardian Wealth Advisors (North Carolina)
North Carolina
$390K -$3.66K -195 -0.8%
EM
100
ELCO Management
New York
$367K -$3.75K -200 -0.9%

CSQ Hedge Fund Activity: Q1 2026 in Review

217 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q1 2026, worth a combined $664M — down 11% from $744M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CSQ positions and 12 closed out — a net gain of 8 holders — while 77 added to existing stakes and 51 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.2M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $32.9M sold.

  • 217 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q1 2026, up from 214 in Q4 2025.
  • Funds reported $664M of Calamos Strategic Total Return Fund stock for Q1 2026, down 11% quarter-over-quarter.
  • 20 funds opened new Calamos Strategic Total Return Fund positions in Q1 2026 and 12 closed out, a net change of +8 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q1 2026 was Karpus Investment Management, an estimated $11.2M added.
  • The largest Calamos Strategic Total Return Fund seller in Q1 2026 was Cornerstone Advisors, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2026.