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Calamos Strategic Total Return Fund

199 hedge funds and large institutions have $556M invested in Calamos Strategic Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 54

0.2% more ownership

Funds ownership: 21.48%21.68% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 202199 (-3)

8% less capital invested

Capital invested by funds: $604M → $556M (-$47.2M)

Holders
199
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
65
Reduced
54
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$441K +$5.64K +322 +1%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$436K -$163K -9,309 -26%
MA
78
Mezzasalma Advisors
New Jersey
$427K -$7.28K -415 -2%
DJYG
79
David J. Yvars Group
Florida
$413K +$15.4K +876 +4%
XF
80
XML Financial
Maryland
$403K
WA
81
WealthTrust Axiom
Pennsylvania
$397K -$29.1K -1,661 -6%
NFG
82
Nations Financial Group
Iowa
$394K +$8.33K +475 +2%
DADC
83
D.A. Davidson & Co
Montana
$392K +$438 +25 +0.1%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$391K +$205K +11,684 +93%
BCM
85
Brookstone Capital Management
Illinois
$388K +$5.08K +290 +1%
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$386K +$418K +23,869 New
SG
87
StoneX Group
New York
$378K -$16.3K -931 -4%
SWA
88
Strategies Wealth Advisors
Michigan
$378K -$10.5K -600 -3%
ACA
89
Aptus Capital Advisors
Alabama
$377K -$33.7K -1,924 -8%
GWANC
90
Guardian Wealth Advisors (North Carolina)
North Carolina
$377K
BCA
91
Bay Capital Advisors
Virginia
$369K -$41.6K -2,371 -9%
LGWM
92
Litman Gregory Wealth Management
California
$364K
EM
93
ELCO Management
New York
$360K -$1.75K -100 -0.4%
WS
94
Wedbush Securities
California
$353K -$33.6K -1,918 -8%
CAM
95
Cresset Asset Management
Illinois
$340K -$8.52K -486 -2%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$337K
SFA
97
Sequoia Financial Advisors
Ohio
$333K +$58.3K +3,325 +19%
CG
98
Caprock Group
Idaho
$328K
SLWA
99
San Luis Wealth Advisors
California
$325K +$438 +25 +0.1%
GPFA
100
Game Plan Financial Advisors
Ohio
$324K