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Calamos Strategic Total Return Fund

208 hedge funds and large institutions have $722M invested in Calamos Strategic Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 48

12% more capital invested

Capital invested by funds: $645M → $722M (+$77M)

3% more funds holding

Funds holding: 201208 (+7)

1.29% more ownership

Funds ownership: 22.03%23.33% (+1.3%)

Holders
208
Holders Change
+7
Holders Change %
+3.48%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
67
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
126
SMH Capital Advisors
Texas
$291K +$2.96K +159 +1%
CAM
127
Cresset Asset Management
Illinois
$289K
Walleye Capital
128
Walleye Capital
New York
$282K +$271K +14,595 New
LBC
129
Lowe Brockenbrough & Co
Virginia
$280K +$270K +14,505 New
IAIM
130
International Assets Investment Management
Florida
$276K
SIM
131
Stratos Investment Management
Ohio
$267K +$3.48K +187 +1%
MML Investors Services
132
MML Investors Services
Massachusetts
$266K +$1.13K +61 +0.4%
CPC
133
Consolidated Planning Corp
Georgia
$266K -$24K -1,289 -9%
MIM
134
Moseley Investment Management
Florida
$266K +$256K +13,775 New
LF
135
Lantz Financial
Illinois
$261K +$28.6K +1,538 +13%
KWA
136
Kellett Wealth Advisors
Ohio
$260K
IAS
137
Insigneo Advisory Services
Florida
$254K -$13.9K -750 -5%
WWM
138
Western Wealth Management
Colorado
$240K
CPIG
139
Chicago Partners Investment Group
Illinois
$239K +$1.93K +104 +0.8%
NFG
140
Norris Financial Group
South Carolina
$231K
ATPW
141
Ashton Thomas Private Wealth
Arizona
$231K +$222K +11,960 New
LIG
142
Lokken Investment Group
Delaware
$228K
NFSG
143
Newbridge Financial Services Group
Florida
$226K
LSIA
144
LaSalle St. Investment Advisors
Illinois
$226K +$3.31K +178 +2%
IWM
145
IHT Wealth Management
Illinois
$223K
PWG
146
Private Wealth Group
Florida
$220K
CWS
147
Confluence Wealth Services
Pennsylvania
$214K +$520 +28 +0.3%
VAS
148
Vestmark Advisory Solutions
Massachusetts
$212K +$204K +11,000 New
ASN
149
Advisory Services Network
Georgia
$211K
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$209K -$45.3K -2,438 -18%

CSQ Hedge Fund Activity: Q3 2025 in Review

208 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q3 2025, worth a combined $722M — up 12% from $645M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CSQ positions and 12 closed out — a net gain of 11 holders — while 67 added to existing stakes and 48 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $14.4M. The largest seller was Wells Fargo, cutting an estimated $1.87M.

  • 208 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q3 2025, up from 201 in Q2 2025.
  • Funds reported $722M of Calamos Strategic Total Return Fund stock for Q3 2025, up 12% quarter-over-quarter.
  • 23 funds opened new Calamos Strategic Total Return Fund positions in Q3 2025 and 12 closed out, a net change of +11 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q3 2025 was Cornerstone Advisors, an estimated $14.4M added.
  • The largest Calamos Strategic Total Return Fund seller in Q3 2025 was Wells Fargo, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2025.