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Calamos Strategic Total Return Fund

210 hedge funds and large institutions have $742M invested in Calamos Strategic Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$22.7M
2 +$7.85M
3 +$2.96M
4
1CP
1607 Capital Partners
Virginia
+$2.88M
5
P
&Partners
Tennessee
+$2.83M

Top Sellers

1 -$9.49M
2 -$7.58M
3 -$3.26M
4
Wells Fargo
Wells Fargo
California
-$2.51M
5
PWA
Prairie Wealth Advisors
Nebraska
-$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
CPWL
101
Coquina Private Wealth LLC
Florida
$383K
CG
102
Caprock Group
Idaho
$381K
LSC
103
Logan Stone Capital
Illinois
$376K
MFWP
104
Mosaic Family Wealth Partners
Missouri
$376K
SWA
105
Strategies Wealth Advisors
Michigan
$364K
DIA
106
Dana Investment Advisors
Wisconsin
$361K
MYIA
107
Mount Yale Investment Advisors
Colorado
$359K
SLWA
108
San Luis Wealth Advisors
California
$358K
VAS
109
Vestmark Advisory Solutions
Massachusetts
$357K
Empower Advisory Group
110
Empower Advisory Group
Colorado
$353K
Corient Private Wealth
111
Corient Private Wealth
Florida
$348K
BCA
112
Bay Capital Advisors
Virginia
$346K
CPA
113
Compass Planning Associates
Massachusetts
$344K
EWA
114
EverSource Wealth Advisors
Alabama
$342K
EWA
115
EP Wealth Advisors
California
$339K
SFA
116
Sequoia Financial Advisors
Ohio
$332K
WS
117
Wedbush Securities
California
$328K
BPA
118
Beacon Pointe Advisors
California
$323K
MWM
119
Modern Wealth Management
Kansas
$323K
FFA
120
Founders Financial Alliance
North Carolina
$318K
SI
121
Stephens Inc
Arkansas
$314K
CA
122
Calton & Associates
Florida
$313K
LOPW
123
Live Oak Private Wealth
North Carolina
$311K
DAS
124
Dynamic Advisor Solutions
Arizona
$309K
JP Morgan Chase
125
JP Morgan Chase
New York
$301K