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Calamos Strategic Total Return Fund

207 hedge funds and large institutions have $721M invested in Calamos Strategic Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 68 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
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
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
101
Smith, Moore & Co
Missouri
$369K
CG
102
Caprock Group
Idaho
$368K
DIA
103
Dana Investment Advisors
Wisconsin
$362K
CFP
104
Cascade Financial Partners
California
$361K
EWA
105
EverSource Wealth Advisors
Alabama
$360K
SLWA
106
San Luis Wealth Advisors
California
$360K
MYIA
107
Mount Yale Investment Advisors
Colorado
$359K
SWA
108
Strategies Wealth Advisors
Michigan
$358K
Empower Advisory Group
109
Empower Advisory Group
Colorado
$355K
CCM
110
Canal Capital Management
Virginia
$355K
MWM
111
Modern Wealth Management
Kansas
$353K
Corient Private Wealth
112
Corient Private Wealth
Florida
$349K
BCA
113
Bay Capital Advisors
Virginia
$348K
CPA
114
Compass Planning Associates
Massachusetts
$345K
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$341K
SFA
116
Sequoia Financial Advisors
Ohio
$333K
DAS
117
Dynamic Advisor Solutions
Arizona
$330K
SI
118
Stephens Inc
Arkansas
$325K
FFA
119
Founders Financial Alliance
North Carolina
$318K
LOPW
120
Live Oak Private Wealth
North Carolina
$312K
CA
121
Calton & Associates
Florida
$311K
LA
122
Lifeworks Advisors
Michigan
$308K
SWM
123
Silverlake Wealth Management
Vermont
$304K
IFWM
124
Institute for Wealth Management
Colorado
$301K
HF
125
HRT Financial
New York
$299K