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Calamos Strategic Total Return Fund

201 hedge funds and large institutions have $645M invested in Calamos Strategic Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 54

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

16% more capital invested

Capital invested by funds: $556M → $645M (+$88.2M)

1% more funds holding

Funds holding: 199201 (+2)

0.36% more ownership

Funds ownership: 21.68%22.03% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
201
Holders Change
+2
Holders Change %
+1.01%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
78
Reduced
54
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
126
Insigneo Advisory Services
Florida
$254K +$12.4K +750 +6%
MML Investors Services
127
MML Investors Services
Massachusetts
$251K +$11.2K +678 +5%
SIM
128
Stratos Investment Management
Ohio
$249K +$43K +2,596 +23%
KWA
129
Kellett Wealth Advisors
Ohio
$246K
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$242K -$91.5K -5,519 -29%
WWM
131
Western Wealth Management
Colorado
$227K
CPIG
132
Chicago Partners Investment Group
Illinois
$225K +$1.82K +110 +0.9%
AWS
133
Atria Wealth Solutions
New York
$222K -$476K -28,710 -70%
LF
134
Lantz Financial
Illinois
$219K -$39.8K -2,400 -17%
NFG
135
Norris Financial Group
South Carolina
$219K
LIG
136
Lokken Investment Group
Delaware
$215K -$15.9K -959 -8%
NFSG
137
Newbridge Financial Services Group
Florida
$214K +$194K +11,728 New
IWM
138
IHT Wealth Management
Illinois
$211K -$17.4K -1,053 -8%
LSIA
139
LaSalle St. Investment Advisors
Illinois
$210K +$1.16K +70 +0.6%
PWG
140
Private Wealth Group
Florida
$208K
CWS
141
Confluence Wealth Services
Pennsylvania
$202K +$4.56K +275 +3%
ASN
142
Advisory Services Network
Georgia
$201K -$302K -18,242 -62%
BPA
143
Beacon Pointe Advisors
California
$188K +$2.8K +169 +2%
Creative Planning
144
Creative Planning
Kansas
$187K +$170K +10,250 New
PTC
145
Private Trust Company
Ohio
$186K
Kayne Anderson Rudnick Investment Management
146
Kayne Anderson Rudnick Investment Management
California
$184K
AAS
147
Ameritas Advisory Services
Nebraska
$182K
US Bancorp
148
US Bancorp
Minnesota
$175K
IA
149
IFP Advisors
Florida
$151K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$144K +$93.3K +5,629 +247%

CSQ Hedge Fund Activity: Q2 2025 in Review

201 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q2 2025, worth a combined $645M — up 16% from $556M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CSQ positions and 12 closed out — a net gain of 4 holders — while 78 added to existing stakes and 54 trimmed.

The largest buyer was Polar Asset Management Partners, adding an estimated $4.15M. The largest seller was UBS Group, cutting an estimated $2.87M.

  • 201 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q2 2025, up from 199 in Q1 2025.
  • Funds reported $645M of Calamos Strategic Total Return Fund stock for Q2 2025, up 16% quarter-over-quarter.
  • 16 funds opened new Calamos Strategic Total Return Fund positions in Q2 2025 and 12 closed out, a net change of +4 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q2 2025 was Polar Asset Management Partners, an estimated $4.15M added.
  • The largest Calamos Strategic Total Return Fund seller in Q2 2025 was UBS Group, an estimated $2.87M sold.

Based on aggregated 13F filings for Q2 2025.