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Calamos Strategic Total Return Fund

204 hedge funds and large institutions have $715M invested in Calamos Strategic Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 68 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DJYG
76
David J. Yvars Group
Florida
$549K
WWA
77
WCG Wealth Advisors
Nevada
$538K
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$537K
FG
79
Fairman Group
Pennsylvania
$527K
BCM
80
Brookstone Capital Management
Illinois
$520K
Baird Financial Group
81
Baird Financial Group
Wisconsin
$519K
MA
82
Mezzasalma Advisors
New Jersey
$510K
DADC
83
D.A. Davidson & Co
Montana
$508K
DA
84
Doliver Advisors
Texas
$506K
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$476K
ACA
86
Aptus Capital Advisors
Alabama
$452K
GWANC
87
Guardian Wealth Advisors (North Carolina)
North Carolina
$452K
SF
88
Summit Financial
New Jersey
$443K
LGWM
89
Litman Gregory Wealth Management
California
$434K
NFG
90
Nations Financial Group
Iowa
$427K
EM
91
ELCO Management
New York
$425K
UWP
92
Uniting Wealth Partners
Kansas
$420K
WA
93
WealthTrust Axiom
Pennsylvania
$419K
WS
94
Wedbush Securities
California
$406K
CAM
95
Cresset Asset Management
Illinois
$402K
XF
96
XML Financial
Maryland
$402K
GPFA
97
Game Plan Financial Advisors
Ohio
$386K
MFWP
98
Mosaic Family Wealth Partners
Missouri
$373K
SMC
99
Smith, Moore & Co
Missouri
$369K
CG
100
Caprock Group
Idaho
$368K