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Calamos Strategic Total Return Fund

217 hedge funds and large institutions have $664M invested in Calamos Strategic Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

51% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 51

1% more funds holding

Funds holding: 214217 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.02% less ownership

Funds ownership: 24.07%24.05% (-0.02%)

11% less capital invested

Capital invested by funds: $744M → $664M (-$80.5M)

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
77
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
101
Summit Financial
New Jersey
$364K +$787 +42 +0.2%
WA
102
WealthTrust Axiom
Pennsylvania
$360K
SMC
103
Smith, Moore & Co
Missouri
$349K +$4.69K +250 +1%
GPFA
104
Game Plan Financial Advisors
Ohio
$342K
CPWL
105
Coquina Private Wealth LLC
Florida
$342K +$769 +41 +0.2%
MFWP
106
Mosaic Family Wealth Partners
Missouri
$339K +$3.99K +213 +1%
CG
107
Caprock Group
Idaho
$338K
SWA
108
Strategies Wealth Advisors
Michigan
$325K
DIA
109
Dana Investment Advisors
Wisconsin
$322K
CFP
110
Cascade Financial Partners
California
$321K +$351K +18,723 New
SLWA
111
San Luis Wealth Advisors
California
$319K
MYIA
112
Mount Yale Investment Advisors
Colorado
$319K
VAS
113
Vestmark Advisory Solutions
Massachusetts
$319K
WS
114
Wedbush Securities
California
$317K +$27.3K +1,456 +9%
KPWS
115
Kestra Private Wealth Services
Texas
$316K -$277K -14,779 -44%
Empower Advisory Group
116
Empower Advisory Group
Colorado
$315K
CPA
117
Compass Planning Associates
Massachusetts
$306K
EWA
118
EverSource Wealth Advisors
Alabama
$305K +$450 +24 +0.1%
BCA
119
Bay Capital Advisors
Virginia
$300K -$9.37K -500 -3%
MWM
120
Modern Wealth Management
Kansas
$292K
SI
121
Stephens Inc
Arkansas
$280K
CPIG
122
Chicago Partners Investment Group
Illinois
$279K -$525 -28 -0.2%
LOPW
123
Live Oak Private Wealth
North Carolina
$277K
EWA
124
EP Wealth Advisors
California
$276K -$28.1K -1,500 -8%
DAS
125
Dynamic Advisor Solutions
Arizona
$267K -$8.92K -476 -3%