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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

196 hedge funds and large institutions have $634M invested in Calamos Strategic Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
76
Reduced
53
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
$6.8M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$11M
3
CA
Cornerstone Advisors
North Carolina
$26.2M
4
Stifel Financial
Stifel Financial
Missouri
$6.98M
5
SWP
Stratos Wealth Partners
Ohio
$9.35M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$72.1M
2
Osaic Holdings
Osaic Holdings
Arizona
$3.49M
3
Bank of America
Bank of America
North Carolina
$86.4M
4
AFG
Atomi Financial Group
New York
$0
5
AWS
Atria Wealth Solutions
New York
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
Mezzasalma Advisors
New Jersey
$487K +$5.49K +301 +1%
UWP
77
Uniting Wealth Partners
Kansas
$464K -$45.3K -2,486 -9%
DADC
78
D.A. Davidson & Co
Montana
$451K +$9.12K +500 +2%
XF
79
XML Financial
Maryland
$439K -$15.5K -850 -3%
WA
80
WealthTrust Axiom
Pennsylvania
$434K -$12.8K -700 -3%
SWA
81
Strategies Wealth Advisors
Michigan
$428K +$1.82K +100 +0.4%
GWANC
82
Guardian Wealth Advisors (North Carolina)
North Carolina
$426K +$1.04K +57 +0.2%
ACA
83
Aptus Capital Advisors
Alabama
$426K +$1.04K +57 +0.2%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$419K +$34.6K +1,875 +9%
SF
85
Summit Financial
New Jersey
$416K +$416K +22,808 New
Citadel Advisors
86
Citadel Advisors
Florida
$413K +$413K +22,658 New
NFG
87
Nations Financial Group
Iowa
$413K -$31.7K -1,740 -7%
LGWM
88
Litman Gregory Wealth Management
California
$410K – – –
WS
89
Wedbush Securities
California
$405K +$6.88K +377 +2%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$404K -$87.9K -4,820 -18%
EM
91
ELCO Management
New York
$404K -$1.82K -100 -0.4%
CAM
92
Cresset Asset Management
Illinois
$378K -$5.36K -294 -1%
EC
93
Elequin Capital
New York
$378K +$378K +20,704 New
GPFA
94
Game Plan Financial Advisors
Ohio
$365K – – –
MFWP
95
Mosaic Family Wealth Partners
Missouri
$362K +$3.7K +203 +1%
DIA
96
Dana Investment Advisors
Wisconsin
$354K +$31.7K +1,740 +10%
SMC
97
Smith, Moore & Co
Missouri
$349K -$12.8K -700 -4%
EWA
98
EP Wealth Advisors
California
$349K -$226K -12,369 -39%
CFP
99
Cascade Financial Partners
California
$342K – – –
EWA
100
EverSource Wealth Advisors
Alabama
$340K +$401 +22 +0.1%
2 3
4
5 6