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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
CA
151
Continuum Advisory
Idaho
$201K +$193K +10,407 New
Kayne Anderson Rudnick Investment Management
152
Kayne Anderson Rudnick Investment Management
California
$194K
PTC
153
Private Trust Company
Ohio
$194K -$2.81K -151 -1%
AAS
154
Ameritas Advisory Services
Nebraska
$193K
US Bancorp
155
US Bancorp
Minnesota
$185K
HNB
156
Huntington National Bank
Ohio
$169K
IA
157
IFP Advisors
Florida
$160K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$153K
GRP
159
Global Retirement Partners
California
$134K +$1.23K +66 +1%
CA
160
CoreCap Advisors
Michigan
$125K
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$122K +$204 +11 +0.2%
BC
162
Barrett & Company
Rhode Island
$121K
PA
163
Parallel Advisors
California
$113K +$12.6K +678 +13%
NWM
164
Nova Wealth Management
Florida
$109K -$4.85K -261 -4%
AF
165
Allworth Financial
California
$106K -$13.6K -734 -12%
DAM
166
Delta Asset Management
Tennessee
$98.5K
RIL
167
Rothschild Investment LLC
Illinois
$96.5K
MCM
168
MAI Capital Management
Ohio
$96K
CI
169
CX Institutional
Indiana
$87K +$83.5K +4,496 New
FFA
170
Farther Finance Advisors
California
$74.6K
JP Morgan Chase
171
JP Morgan Chase
New York
$70.9K +$4.65K +250 +7%
WWM
172
Wolff Wiese Magana
California
$59.6K
EB
173
Eastern Bank
Massachusetts
$59K
TC
174
Truvestments Capital
Florida
$49K +$762 +41 +2%
SAM
175
Smartleaf Asset Management
Massachusetts
$48.1K

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.