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Calamos Strategic Total Return Fund

201 hedge funds and large institutions have $645M invested in Calamos Strategic Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

16% more capital invested

Capital invested by funds: $556M → $645M (+$88.2M)

1% more funds holding

Funds holding: 199201 (+2)

0.36% more ownership

Funds ownership: 21.68%22.03% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
201
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
78
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
76
Integrated Wealth Concepts
Massachusetts
$504K +$5.85K +353 +1%
DJYG
77
David J. Yvars Group
Florida
$493K +$28.5K +1,720 +7%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$492K +$45.7K +2,759 +11%
MA
79
Mezzasalma Advisors
New Jersey
$487K +$4.99K +301 +1%
UWP
80
Uniting Wealth Partners
Kansas
$464K -$41.2K -2,486 -9%
DADC
81
D.A. Davidson & Co
Montana
$451K +$8.29K +500 +2%
XF
82
XML Financial
Maryland
$439K -$14.1K -850 -3%
WA
83
WealthTrust Axiom
Pennsylvania
$434K -$11.6K -700 -3%
SWA
84
Strategies Wealth Advisors
Michigan
$428K +$1.66K +100 +0.4%
ACA
85
Aptus Capital Advisors
Alabama
$426K +$945 +57 +0.2%
GWANC
86
Guardian Wealth Advisors (North Carolina)
North Carolina
$426K +$945 +57 +0.2%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$419K +$31.1K +1,875 +9%
SF
88
Summit Financial
New Jersey
$416K +$378K +22,808 New
Citadel Advisors
89
Citadel Advisors
Florida
$413K +$375K +22,658 New
NFG
90
Nations Financial Group
Iowa
$413K -$28.8K -1,740 -7%
LGWM
91
Litman Gregory Wealth Management
California
$410K
WS
92
Wedbush Securities
California
$405K +$6.25K +377 +2%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$404K -$79.9K -4,820 -18%
EM
94
ELCO Management
New York
$404K -$1.66K -100 -0.4%
EC
95
Elequin Capital
New York
$378K +$343K +20,704 New
GPFA
96
Game Plan Financial Advisors
Ohio
$365K
MFWP
97
Mosaic Family Wealth Partners
Missouri
$362K +$3.36K +203 +1%
DIA
98
Dana Investment Advisors
Wisconsin
$354K +$28.8K +1,740 +10%
SMC
99
Smith, Moore & Co
Missouri
$349K -$11.6K -700 -4%
EWA
100
EP Wealth Advisors
California
$349K -$205K -12,369 -39%

CSQ Hedge Fund Activity: Q2 2025 in Review

201 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q2 2025, worth a combined $645M — up 16% from $556M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CSQ positions and 12 closed out — a net gain of 4 holders — while 78 added to existing stakes and 54 trimmed.

The largest buyer was Polar Asset Management Partners, adding an estimated $4.15M. The largest seller was UBS Group, cutting an estimated $2.87M.

  • 201 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q2 2025, up from 199 in Q1 2025.
  • Funds reported $645M of Calamos Strategic Total Return Fund stock for Q2 2025, up 16% quarter-over-quarter.
  • 16 funds opened new Calamos Strategic Total Return Fund positions in Q2 2025 and 12 closed out, a net change of +4 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q2 2025 was Polar Asset Management Partners, an estimated $4.15M added.
  • The largest Calamos Strategic Total Return Fund seller in Q2 2025 was UBS Group, an estimated $2.87M sold.

Based on aggregated 13F filings for Q2 2025.