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Calamos Strategic Total Return Fund

199 hedge funds and large institutions have $641M invested in Calamos Strategic Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 77 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
MML Investors Services
126
MML Investors Services
Massachusetts
$251K
SIM
127
Stratos Investment Management
Ohio
$249K
KWA
128
Kellett Wealth Advisors
Ohio
$246K
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$242K
WWM
130
Western Wealth Management
Colorado
$227K
CPIG
131
Chicago Partners Investment Group
Illinois
$225K
AWS
132
Atria Wealth Solutions
New York
$222K
LF
133
Lantz Financial
Illinois
$219K
LIG
134
Lokken Investment Group
Delaware
$215K
NFSG
135
Newbridge Financial Services Group
Florida
$214K
IWM
136
IHT Wealth Management
Illinois
$211K
LSIA
137
LaSalle St. Investment Advisors
Illinois
$210K
PWG
138
Private Wealth Group
Florida
$208K
CWS
139
Confluence Wealth Services
Pennsylvania
$202K
ASN
140
Advisory Services Network
Georgia
$201K
BPA
141
Beacon Pointe Advisors
California
$188K
Creative Planning
142
Creative Planning
Kansas
$187K
PTC
143
Private Trust Company
Ohio
$186K
Kayne Anderson Rudnick Investment Management
144
Kayne Anderson Rudnick Investment Management
California
$184K
AAS
145
Ameritas Advisory Services
Nebraska
$182K
US Bancorp
146
US Bancorp
Minnesota
$175K
IA
147
IFP Advisors
Florida
$151K
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$144K
HNB
149
Huntington National Bank
Ohio
$132K
GRP
150
Global Retirement Partners
California
$125K