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Calamos Strategic Total Return Fund

201 hedge funds and large institutions have $645M invested in Calamos Strategic Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

16% more capital invested

Capital invested by funds: $556M → $645M (+$88.2M)

1% more funds holding

Funds holding: 199201 (+2)

0.36% more ownership

Funds ownership: 21.68%22.03% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
201
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
78
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Canal Capital Management
Virginia
$349K +$6.83K +412 +2%
CFP
102
Cascade Financial Partners
California
$342K
EWA
103
EverSource Wealth Advisors
Alabama
$340K +$365 +22 +0.1%
SLWA
104
San Luis Wealth Advisors
California
$340K -$23.9K -1,443 -7%
BCA
105
Bay Capital Advisors
Virginia
$335K -$72.9K -4,400 -19%
MWM
106
Modern Wealth Management
Kansas
$334K -$7.75K -468 -2%
CPA
107
Compass Planning Associates
Massachusetts
$326K
SFA
108
Sequoia Financial Advisors
Ohio
$315K -$54.7K -3,300 -16%
DAS
109
Dynamic Advisor Solutions
Arizona
$312K +$6.2K +374 +2%
Jane Street
110
Jane Street
New York
$312K +$65.5K +3,952 +30%
SI
111
Stephens Inc
Arkansas
$308K -$6.53K -394 -2%
IFWM
112
Institute for Wealth Management
Colorado
$303K -$6.86K -414 -2%
FFA
113
Founders Financial Alliance
North Carolina
$300K +$32.8K +1,978 +14%
P
114
&Partners
Tennessee
$295K +$14K +842 +5%
LOPW
115
Live Oak Private Wealth
North Carolina
$295K
LA
116
Lifeworks Advisors
Michigan
$291K -$226K -13,663 -46%
CA
117
Calton & Associates
Florida
$290K +$63K +3,801 +31%
Corient Private Wealth
118
Corient Private Wealth
Florida
$288K +$26.1K +1,576 +11%
SWM
119
Silverlake Wealth Management
Vermont
$286K +$7.21K +435 +3%
NS
120
NBC Securities
Alabama
$275K +$1.49K +90 +0.6%
CPC
121
Consolidated Planning Corp
Georgia
$275K -$40.3K -2,431 -14%
IAIM
122
International Assets Investment Management
Florida
$275K
CAM
123
Cresset Asset Management
Illinois
$274K -$100K -6,037 -29%
SCA
124
SMH Capital Advisors
Texas
$272K -$3.48K -210 -1%
TA
125
TFG Advisers
Michigan
$268K +$1.01K +61 +0.4%

CSQ Hedge Fund Activity: Q2 2025 in Review

201 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q2 2025, worth a combined $645M — up 16% from $556M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CSQ positions and 12 closed out — a net gain of 4 holders — while 78 added to existing stakes and 54 trimmed.

The largest buyer was Polar Asset Management Partners, adding an estimated $4.15M. The largest seller was UBS Group, cutting an estimated $2.87M.

  • 201 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q2 2025, up from 199 in Q1 2025.
  • Funds reported $645M of Calamos Strategic Total Return Fund stock for Q2 2025, up 16% quarter-over-quarter.
  • 16 funds opened new Calamos Strategic Total Return Fund positions in Q2 2025 and 12 closed out, a net change of +4 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q2 2025 was Polar Asset Management Partners, an estimated $4.15M added.
  • The largest Calamos Strategic Total Return Fund seller in Q2 2025 was UBS Group, an estimated $2.87M sold.

Based on aggregated 13F filings for Q2 2025.