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Calamos Strategic Total Return Fund

196 hedge funds and large institutions have $553M invested in Calamos Strategic Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 53 reducing their positions, and 20 closing their positions.

Holders
196
Holders Change
-5
Holders Change %
-2.49%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
64
Reduced
53
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SMC
101
Smith, Moore & Co
Missouri
$321K 19,850 -1,000 -5%
MFWP
102
Mosaic Family Wealth Partners
Missouri
$318K 19,647 +189 +1%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$304K 18,791 +1,070 +6%
MWM
104
Modern Wealth Management
Kansas
$304K 18,768
CFP
105
Cascade Financial Partners
California
$303K 18,723
EWA
106
EverSource Wealth Advisors
Alabama
$301K 18,622 +20 +0.1%
LWMM
107
Legacy Wealth Management (Mississippi)
Mississippi
$299K 18,458 +18,458 New
CPA
108
Compass Planning Associates
Massachusetts
$290K 17,898
DIA
109
Dana Investment Advisors
Wisconsin
$286K 17,664
CPC
110
Consolidated Planning Corp
Georgia
$283K 17,502 -3,736 -18%
SI
111
Stephens Inc
Arkansas
$279K 17,260
IFWM
112
Institute for Wealth Management
Colorado
$275K 17,016 -2,650 -13%
WWA
113
WCG Wealth Advisors
Nevada
$275K 17,006 +17,006 New
DAS
114
Dynamic Advisor Solutions
Arizona
$271K 16,746 -8 -0%
LOPW
115
Live Oak Private Wealth
North Carolina
$262K 16,179
P
116
&Partners
Tennessee
$250K 15,345 -276 -2%
SWM
117
Silverlake Wealth Management
Vermont
$247K 15,263 -949 -6%
SCA
118
SMH Capital Advisors
Texas
$245K 15,132 -439 -3%
IAIM
119
International Assets Investment Management
Florida
$244K 15,066
NS
120
NBC Securities
Alabama
$242K 15,003 +14,988 +99,920%
TA
121
TFG Advisers
Michigan
$237K 14,629 -232 -2%
FFA
122
Founders Financial Alliance
North Carolina
$234K 14,463 +744 +5%
LF
123
Lantz Financial
Illinois
$233K 14,400
Corient Private Wealth
124
Corient Private Wealth
Florida
$230K 14,196 +14,196 New
KWA
125
Kellett Wealth Advisors
Ohio
$218K 13,477