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Calamos Strategic Total Return Fund
CSQ

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: 214 → 217 (+3)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (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
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$11.2M
2
SFS
Shaker Financial Services
Virginia
+$5.37M
3
1CP
1607 Capital Partners
Virginia
+$5.28M
4
RCM
Rivernorth Capital Management
Florida
+$3.23M
5
Morgan Stanley
Morgan Stanley
New York
+$2.9M

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$32.9M
2
RAM
Readystate Asset Management
Illinois
-$4.83M
3
JWCA
J.W. Cole Advisors
Florida
-$2.29M
4
AWM
Apollon Wealth Management
South Carolina
-$2.23M
5
LCM
Landscape Capital Management
New Jersey
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
126
NBC Securities
Alabama
$264K -$919 -49 -0.3%
IAIM
127
International Assets Investment Management
Florida
$262K – – –
NB
128
Nicolet Bankshares
Wisconsin
$260K +$281K +14,967 New
CAM
129
Cresset Asset Management
Illinois
$257K – – –
SWM
130
Silverlake Wealth Management
Vermont
$256K +$1.05K +56 +0.4%
IFWM
131
Institute for Wealth Management
Colorado
$254K -$5.87K -313 -2%
SCA
132
SMH Capital Advisors
Texas
$253K -$272K -14,524 -98%
XF
133
XML Financial
Maryland
$251K – – –
Corient Private Wealth
134
Corient Private Wealth
Florida
$249K -$404K -21,572 -60%
JP Morgan Chase
135
JP Morgan Chase
New York
$247K -$13K -692 -4%
SIM
136
Stratos Investment Management
Ohio
$245K +$4.33K +231 +2%
AQR Capital Management
137
AQR Capital Management
Connecticut
$239K +$262K +13,980 New
MML Investors Services
138
MML Investors Services
Massachusetts
$239K -$6.26K -334 -2%
LF
139
Lantz Financial
Illinois
$232K – – –
KWA
140
Kellett Wealth Advisors
Ohio
$231K – – –
IWM
141
IHT Wealth Management
Illinois
$229K +$33.8K +1,804 +16%
CPC
142
Consolidated Planning Corp
Georgia
$228K -$8.66K -462 -3%
MIM
143
Moseley Investment Management
Florida
$227K -$9.37K -500 -4%
IAS
144
Insigneo Advisory Services
Florida
$226K – – –
SAW
145
Signal Advisors Wealth
Michigan
$221K – – –
FFA
146
Farther Finance Advisors
California
$218K +$160K +8,527 +211%
CA
147
Calton & Associates
Florida
$217K -$67.4K -3,598 -22%
CEFA
148
Closed-End Fund Advisors
Virginia
$217K +$237K +12,663 New
FFA
149
Founders Financial Alliance
North Carolina
$215K -$75.2K -4,014 -24%
PFS
150
Prospera Financial Services
Texas
$211K +$231K +12,316 New
4 5
6
7 8

CSQ Hedge Fund Activity: Q1 2026 in Review

217 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q1 2026, worth a combined $664M — down 11% from $744M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CSQ positions and 12 closed out — a net gain of 8 holders — while 77 added to existing stakes and 51 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.2M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $32.9M sold.

  • 217 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q1 2026, up from 214 in Q4 2025.
  • Funds reported $664M of Calamos Strategic Total Return Fund stock for Q1 2026, down 11% quarter-over-quarter.
  • 20 funds opened new Calamos Strategic Total Return Fund positions in Q1 2026 and 12 closed out, a net change of +8 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q1 2026 was Karpus Investment Management, an estimated $11.2M added.
  • The largest Calamos Strategic Total Return Fund seller in Q1 2026 was Cornerstone Advisors, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2026.