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Calamos Strategic Total Return Fund

214 hedge funds and large institutions have $744M invested in Calamos Strategic Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 48

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

3% more funds holding

Funds holding: 208214 (+6)

3% more capital invested

Capital invested by funds: $722M → $744M (+$22.4M)

0.75% more ownership

Funds ownership: 23.33%24.07% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
214
Holders Change
+6
Holders Change %
+2.88%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
76
Reduced
48
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
WealthTrust Axiom
Pennsylvania
$403K -$13.3K -700 -3%
SMC
102
Smith, Moore & Co
Missouri
$387K +$19K +1,000 +5%
GPFA
103
Game Plan Financial Advisors
Ohio
$384K
CPWL
104
Coquina Private Wealth LLC
Florida
$383K +$380K +19,945 New
CG
105
Caprock Group
Idaho
$381K
LSC
106
Logan Stone Capital
Illinois
$376K +$373K +19,608 New
MFWP
107
Mosaic Family Wealth Partners
Missouri
$376K +$3.31K +174 +0.9%
SWA
108
Strategies Wealth Advisors
Michigan
$364K +$7.62K +400 +2%
DIA
109
Dana Investment Advisors
Wisconsin
$361K
MYIA
110
Mount Yale Investment Advisors
Colorado
$359K
SLWA
111
San Luis Wealth Advisors
California
$358K
VAS
112
Vestmark Advisory Solutions
Massachusetts
$357K +$145K +7,605 +69%
Empower Advisory Group
113
Empower Advisory Group
Colorado
$353K
BCA
114
Bay Capital Advisors
Virginia
$346K
CPA
115
Compass Planning Associates
Massachusetts
$344K
EWA
116
EverSource Wealth Advisors
Alabama
$342K -$16.2K -853 -5%
EWA
117
EP Wealth Advisors
California
$339K +$336K +17,648 New
SFA
118
Sequoia Financial Advisors
Ohio
$332K
WS
119
Wedbush Securities
California
$328K -$75.6K -3,970 -19%
BPA
120
Beacon Pointe Advisors
California
$323K +$320K +16,817 New
MWM
121
Modern Wealth Management
Kansas
$323K -$28.6K -1,500 -8%
FFA
122
Founders Financial Alliance
North Carolina
$318K +$1.35K +71 +0.4%
SI
123
Stephens Inc
Arkansas
$314K -$9.52K -500 -3%
CA
124
Calton & Associates
Florida
$313K +$3.54K +186 +1%
LOPW
125
Live Oak Private Wealth
North Carolina
$311K