We are live on ! Find out more
CSQ icon

Calamos Strategic Total Return Fund

214 hedge funds and large institutions have $744M invested in Calamos Strategic Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 48

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

3% more funds holding

Funds holding: 208214 (+6)

3% more capital invested

Capital invested by funds: $722M → $744M (+$22.4M)

0.75% more ownership

Funds ownership: 23.33%24.07% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
214
Holders Change
+6
Holders Change %
+2.88%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
76
Reduced
48
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
76
Quad-Cities Investment Group
Iowa
$622K -$9.58K -503 -2%
NAS
77
NWF Advisory Services
California
$621K -$149K -7,800 -19%
DJYG
78
David J. Yvars Group
Florida
$616K +$63.4K +3,331 +12%
Goldman Sachs
79
Goldman Sachs
New York
$608K
Pathstone Holdings
80
Pathstone Holdings
New Jersey
$593K
AA
81
Advisory Advocates
Michigan
$584K +$579K +30,414 New
DADC
82
D.A. Davidson & Co
Montana
$566K +$59.2K +3,108 +12%
GFP
83
Gryphon Financial Partners
Ohio
$556K +$552K +28,982 New
LBC
84
Lowe Brockenbrough & Co
Virginia
$552K +$271K +14,232 +98%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$535K +$171 +9 +0%
NMC
86
Nine Masts Capital
Hong Kong
$531K +$527K +27,663 New
BCM
87
Brookstone Capital Management
Illinois
$526K +$7.66K +402 +1%
MA
88
Mezzasalma Advisors
New Jersey
$512K +$5.03K +264 +1%
DA
89
Doliver Advisors
Texas
$508K +$3.71K +195 +0.7%
WWA
90
WCG Wealth Advisors
Nevada
$493K -$41.9K -2,200 -8%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$479K
FG
92
Fairman Group
Pennsylvania
$455K -$71.1K -3,734 -14%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$454K -$61.4K -3,222 -12%
UWP
94
Uniting Wealth Partners
Kansas
$454K +$33.2K +1,742 +8%
ACA
95
Aptus Capital Advisors
Alabama
$441K -$9.01K -473 -2%
GWANC
96
Guardian Wealth Advisors (North Carolina)
North Carolina
$441K -$9.01K -473 -2%
LGWM
97
Litman Gregory Wealth Management
California
$432K
NFG
98
Nations Financial Group
Iowa
$425K +$152 +8 +0%
EM
99
ELCO Management
New York
$415K -$7.62K -400 -2%
SF
100
Summit Financial
New Jersey
$410K -$33.5K -1,760 -8%