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Calamos Strategic Total Return Fund

196 hedge funds and large institutions have $634M invested in Calamos Strategic Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
Holders Change %
0%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
76
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$242K -$101K -5,519 -29%
WWM
127
Western Wealth Management
Colorado
$227K
CPIG
128
Chicago Partners Investment Group
Illinois
$225K +$2.02K +110 +0.9%
AWS
129
Atria Wealth Solutions
New York
$222K -$524K -28,710 -70%
LF
130
Lantz Financial
Illinois
$219K -$43.8K -2,400 -17%
LIG
131
Lokken Investment Group
Delaware
$215K -$17.5K -959 -8%
NFSG
132
Newbridge Financial Services Group
Florida
$214K +$214K +11,728 New
IWM
133
IHT Wealth Management
Illinois
$211K -$19.2K -1,053 -8%
LSIA
134
LaSalle St. Investment Advisors
Illinois
$210K +$1.27K +70 +0.6%
PWG
135
Private Wealth Group
Florida
$208K
CWS
136
Confluence Wealth Services
Pennsylvania
$202K +$5.02K +275 +3%
ASN
137
Advisory Services Network
Georgia
$201K -$335K -18,242 -62%
BPA
138
Beacon Pointe Advisors
California
$188K +$3.08K +169 +2%
Creative Planning
139
Creative Planning
Kansas
$187K +$187K +10,250 New
PTC
140
Private Trust Company
Ohio
$186K
Kayne Anderson Rudnick Investment Management
141
Kayne Anderson Rudnick Investment Management
California
$184K
AAS
142
Ameritas Advisory Services
Nebraska
$182K
US Bancorp
143
US Bancorp
Minnesota
$175K
IA
144
IFP Advisors
Florida
$151K
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$144K +$102K +5,629 +247%
HNB
146
Huntington National Bank
Ohio
$132K -$171K
GRP
147
Global Retirement Partners
California
$125K +$125K +6,873 New
CA
148
CoreCap Advisors
Michigan
$119K -$3.65K -200 -3%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$115K +$58.1K +3,184 +101%
BC
150
Barrett & Company
Rhode Island
$114K