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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
HNB
151
Huntington National Bank
Ohio
$132K
GRP
152
Global Retirement Partners
California
$125K +$114K +6,873 New
CA
153
CoreCap Advisors
Michigan
$119K -$3.31K -200 -3%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$115K +$52.8K +3,184 +101%
BC
155
Barrett & Company
Rhode Island
$114K
AF
156
Allworth Financial
California
$114K +$12.2K +736 +13%
NWM
157
Nova Wealth Management
Florida
$107K
TCOV
158
Trust Company of Vermont
Vermont
$96.5K +$87.6K +5,289 New
PA
159
Parallel Advisors
California
$94.8K +$57.3K +3,459 +199%
DAM
160
Delta Asset Management
Tennessee
$93.1K
RIL
161
Rothschild Investment LLC
Illinois
$91.2K
MCM
162
MAI Capital Management
Ohio
$90.8K -$8.29K -500 -9%
FFA
163
Farther Finance Advisors
California
$70.6K +$28.2K +1,700 +78%
JP Morgan Chase
164
JP Morgan Chase
New York
$62.5K
GIA
165
GHP Investment Advisors
Colorado
$62K +$56.3K +3,400 New
WWM
166
Wolff Wiese Magana
California
$56.4K
EB
167
Eastern Bank
Massachusetts
$55.8K
TC
168
Truvestments Capital
Florida
$45.6K +$762 +46 +2%
SAM
169
Smartleaf Asset Management
Massachusetts
$45.4K -$149 -9 -0.4%
DF
170
Dunhill Financial
United Kingdom
$44.3K +$40.2K +2,428 New
ADL
171
Asset Dedication LLC
California
$43.8K
EWM
172
Evolution Wealth Management
Florida
$40.2K +$36.6K +2,206 New
NEWAS
173
N.E.W. Advisory Services
Wisconsin
$40.1K -$22K -1,327 -38%
AT
174
Arlington Trust
Alabama
$38.8K +$35.3K +2,128 New
WIM
175
Westside Investment Management
California
$32K

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.