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Calamos Strategic Total Return Fund

214 hedge funds and large institutions have $744M invested in Calamos Strategic Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 48

30% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 23

3% more funds holding

Funds holding: 208214 (+6)

3% more capital invested

Capital invested by funds: $722M → $744M (+$22.4M)

0.75% more ownership

Funds ownership: 23.33%24.07% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
214
Holders Change
+6
Holders Change %
+2.88%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
76
Reduced
48
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$309K -$18.9K -994 -6%
JP Morgan Chase
127
JP Morgan Chase
New York
$301K +$228K +11,973 +326%
NS
128
NBC Securities
Alabama
$297K +$5.81K +305 +2%
IFWM
129
Institute for Wealth Management
Colorado
$291K -$8.57K -450 -3%
CAM
130
Cresset Asset Management
Illinois
$290K
IAIM
131
International Assets Investment Management
Florida
$289K
SWM
132
Silverlake Wealth Management
Vermont
$286K -$16.1K -846 -5%
SCA
133
SMH Capital Advisors
Texas
$284K -$5.79K -304 -2%
XF
134
XML Financial
Maryland
$282K -$117K -6,150 -30%
CPIG
135
Chicago Partners Investment Group
Illinois
$280K +$40.7K +2,137 +17%
MML Investors Services
136
MML Investors Services
Massachusetts
$274K +$9.08K +477 +3%
SIM
137
Stratos Investment Management
Ohio
$270K +$3.6K +189 +1%
CPC
138
Consolidated Planning Corp
Georgia
$265K +$381 +20 +0.1%
MIM
139
Moseley Investment Management
Florida
$264K
LF
140
Lantz Financial
Illinois
$260K
KWA
141
Kellett Wealth Advisors
Ohio
$259K
IAS
142
Insigneo Advisory Services
Florida
$253K
COLIM
143
City of London Investment Management
United Kingdom
$253K +$251K +13,170 New
CCM
144
Canal Capital Management
Virginia
$250K -$102K -5,350 -29%
SAW
145
Signal Advisors Wealth
Michigan
$247K +$245K +12,885 New
ATPW
146
Ashton Thomas Private Wealth
Arizona
$231K
NFG
147
Norris Financial Group
South Carolina
$230K
LSIA
148
LaSalle St. Investment Advisors
Illinois
$226K +$1.22K +64 +0.5%
IWM
149
IHT Wealth Management
Illinois
$222K
PWG
150
Private Wealth Group
Florida
$219K