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Calamos Strategic Total Return Fund

209 hedge funds and large institutions have $741M 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, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
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
CG
101
Caprock Group
Idaho
$381K
LSC
102
Logan Stone Capital
Illinois
$376K
MFWP
103
Mosaic Family Wealth Partners
Missouri
$376K
SWA
104
Strategies Wealth Advisors
Michigan
$364K
DIA
105
Dana Investment Advisors
Wisconsin
$361K
MYIA
106
Mount Yale Investment Advisors
Colorado
$359K
SLWA
107
San Luis Wealth Advisors
California
$358K
VAS
108
Vestmark Advisory Solutions
Massachusetts
$357K
Empower Advisory Group
109
Empower Advisory Group
Colorado
$353K
Corient Private Wealth
110
Corient Private Wealth
Florida
$348K
BCA
111
Bay Capital Advisors
Virginia
$346K
CPA
112
Compass Planning Associates
Massachusetts
$344K
EWA
113
EverSource Wealth Advisors
Alabama
$342K
EWA
114
EP Wealth Advisors
California
$339K
SFA
115
Sequoia Financial Advisors
Ohio
$332K
WS
116
Wedbush Securities
California
$328K
BPA
117
Beacon Pointe Advisors
California
$323K
MWM
118
Modern Wealth Management
Kansas
$323K
FFA
119
Founders Financial Alliance
North Carolina
$318K
SI
120
Stephens Inc
Arkansas
$314K
CA
121
Calton & Associates
Florida
$313K
LOPW
122
Live Oak Private Wealth
North Carolina
$311K
DAS
123
Dynamic Advisor Solutions
Arizona
$309K
JP Morgan Chase
124
JP Morgan Chase
New York
$301K
NS
125
NBC Securities
Alabama
$297K