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Calamos Strategic Total Return Fund

200 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
Holders
200
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
EWA
101
EP Wealth Advisors
California
$349K
CCM
102
Canal Capital Management
Virginia
$349K
CFP
103
Cascade Financial Partners
California
$342K
EWA
104
EverSource Wealth Advisors
Alabama
$340K
SLWA
105
San Luis Wealth Advisors
California
$340K
BCA
106
Bay Capital Advisors
Virginia
$335K
MWM
107
Modern Wealth Management
Kansas
$334K
CPA
108
Compass Planning Associates
Massachusetts
$326K
SFA
109
Sequoia Financial Advisors
Ohio
$315K
DAS
110
Dynamic Advisor Solutions
Arizona
$312K
Jane Street
111
Jane Street
New York
$312K
SI
112
Stephens Inc
Arkansas
$308K
IFWM
113
Institute for Wealth Management
Colorado
$303K
FFA
114
Founders Financial Alliance
North Carolina
$300K
P
115
&Partners
Tennessee
$295K
LOPW
116
Live Oak Private Wealth
North Carolina
$295K
LA
117
Lifeworks Advisors
Michigan
$291K
CA
118
Calton & Associates
Florida
$290K
Corient Private Wealth
119
Corient Private Wealth
Florida
$288K
SWM
120
Silverlake Wealth Management
Vermont
$286K
NS
121
NBC Securities
Alabama
$275K
CPC
122
Consolidated Planning Corp
Georgia
$275K
IAIM
123
International Assets Investment Management
Florida
$275K
SCA
124
SMH Capital Advisors
Texas
$272K
TA
125
TFG Advisers
Michigan
$268K