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Calamos Strategic Total Return Fund
CSQ

Overview Fund Activity

196 hedge funds and large institutions have $634M invested in Calamos Strategic Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
2.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
76
Reduced
53
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
$6.8M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$11M
3
CA
Cornerstone Advisors
North Carolina
$26.2M
4
Stifel Financial
Stifel Financial
Missouri
$6.98M
5
SWP
Stratos Wealth Partners
Ohio
$9.35M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$72.1M
2
Osaic Holdings
Osaic Holdings
Arizona
$3.49M
3
Bank of America
Bank of America
North Carolina
$86.4M
4
AFG
Atomi Financial Group
New York
$0
5
AWS
Atria Wealth Solutions
New York
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Allworth Financial
California
$114K +$13.4K +736 +13%
NWM
152
Nova Wealth Management
Florida
$107K – – –
TCOV
153
Trust Company of Vermont
Vermont
$96.5K +$96.5K +5,289 New
PA
154
Parallel Advisors
California
$94.8K +$63.1K +3,459 +199%
DAM
155
Delta Asset Management
Tennessee
$93.1K – – –
RIL
156
Rothschild Investment LLC
Illinois
$91.2K – – –
MCM
157
MAI Capital Management
Ohio
$90.8K -$9.12K -500 -9%
FFA
158
Farther Finance Advisors
California
$70.6K +$31K +1,700 +78%
JPMorgan Chase & Co
159
JPMorgan Chase & Co
New York
$62.5K – – –
GIA
160
GHP Investment Advisors
Colorado
$62K +$62K +3,400 New
WWM
161
Wolff Wiese Magana
California
$56.4K – – –
EB
162
Eastern Bank
Massachusetts
$55.8K – – –
TC
163
Truvestments Capital
Florida
$45.6K +$839 +46 +2%
SAM
164
Smartleaf Asset Management
Massachusetts
$45.4K -$163 -9 -0.4%
DF
165
Dunhill Financial
United Kingdom
$44.3K +$44.3K +2,428 New
ADL
166
Asset Dedication LLC
California
$43.8K – – –
EWM
167
Evolution Wealth Management
Florida
$40.2K +$40.2K +2,206 New
NEWAS
168
N.E.W. Advisory Services
Wisconsin
$40.1K -$24.2K -1,327 -38%
AT
169
Arlington Trust
Alabama
$38.8K +$38.8K +2,128 New
WIM
170
Westside Investment Management
California
$32K – – –
PCFFS
171
Pacific Center for Financial Services
California
$30.9K – – –
AF
172
Advisornet Financial
Minnesota
$29.2K – – –
OP
173
ORG Partners
Indiana
$27.5K – – –
PGAM
174
Princeton Global Asset Management
New Jersey
$21.9K +$21.9K +1,200 New
GWM
175
Geneos Wealth Management
Colorado
$20.2K -$29.5K -1,620 -59%
5 6
7
8 9