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Calamos Strategic Total Return Fund

208 hedge funds and large institutions have $722M invested in Calamos Strategic Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 48

12% more capital invested

Capital invested by funds: $645M → $722M (+$77M)

3% more funds holding

Funds holding: 201208 (+7)

1.29% more ownership

Funds ownership: 22.03%23.33% (+1.3%)

Holders
208
Holders Change
+7
Holders Change %
+3.48%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
67
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
76
GPS Wealth Strategies Group
Colorado
$582K
IWC
77
Integrated Wealth Concepts
Massachusetts
$581K +$46.1K +2,479 +9%
DJYG
78
David J. Yvars Group
Florida
$549K +$26.4K +1,422 +5%
WWA
79
WCG Wealth Advisors
Nevada
$538K
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$537K +$16.9K +909 +3%
FG
81
Fairman Group
Pennsylvania
$527K -$107K -5,748 -17%
BCM
82
Brookstone Capital Management
Illinois
$520K -$51.9K -2,794 -9%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$519K +$88.1K +4,742 +21%
MA
84
Mezzasalma Advisors
New Jersey
$510K -$4.46K -240 -0.9%
DADC
85
D.A. Davidson & Co
Montana
$508K +$30.3K +1,630 +7%
DA
86
Doliver Advisors
Texas
$506K +$488K +26,247 New
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$476K +$35.9K +1,933 +9%
ACA
88
Aptus Capital Advisors
Alabama
$452K +$929 +50 +0.2%
GWANC
89
Guardian Wealth Advisors (North Carolina)
North Carolina
$452K +$929 +50 +0.2%
SF
90
Summit Financial
New Jersey
$443K +$2.88K +155 +0.7%
LGWM
91
Litman Gregory Wealth Management
California
$434K
NFG
92
Nations Financial Group
Iowa
$427K -$9.05K -487 -2%
EM
93
ELCO Management
New York
$425K -$1.88K -101 -0.5%
UWP
94
Uniting Wealth Partners
Kansas
$420K -$68K -3,659 -14%
WA
95
WealthTrust Axiom
Pennsylvania
$419K -$39K -2,100 -9%
WS
96
Wedbush Securities
California
$406K -$21.7K -1,170 -5%
XF
97
XML Financial
Maryland
$402K -$60.4K -3,250 -13%
GPFA
98
Game Plan Financial Advisors
Ohio
$386K
MFWP
99
Mosaic Family Wealth Partners
Missouri
$373K -$8.1K -436 -2%
SMC
100
Smith, Moore & Co
Missouri
$369K

CSQ Hedge Fund Activity: Q3 2025 in Review

208 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q3 2025, worth a combined $722M — up 12% from $645M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CSQ positions and 12 closed out — a net gain of 11 holders — while 67 added to existing stakes and 48 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $14.4M. The largest seller was Wells Fargo, cutting an estimated $1.87M.

  • 208 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q3 2025, up from 201 in Q2 2025.
  • Funds reported $722M of Calamos Strategic Total Return Fund stock for Q3 2025, up 12% quarter-over-quarter.
  • 23 funds opened new Calamos Strategic Total Return Fund positions in Q3 2025 and 12 closed out, a net change of +11 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q3 2025 was Cornerstone Advisors, an estimated $14.4M added.
  • The largest Calamos Strategic Total Return Fund seller in Q3 2025 was Wells Fargo, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2025.