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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
Neuberger Berman Group
151
Neuberger Berman Group
New York
$214K +$212K +11,136 New
CA
152
Continuum Advisory
Idaho
$210K +$10.5K +550 +5%
ACIM
153
Azimuth Capital Investment Management
Michigan
$209K +$207K +10,885 New
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$203K -$4.59K -241 -2%
BEI
155
Benjamin Edwards Inc
Missouri
$203K +$202K +10,591 New
Kayne Anderson Rudnick Investment Management
156
Kayne Anderson Rudnick Investment Management
California
$193K
PTC
157
Private Trust Company
Ohio
$193K
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$190K +$68.1K +3,576 +56%
BTI
159
Blue Trust Inc
Georgia
$188K +$161K +8,470 +653%
IA
160
IFP Advisors
Florida
$159K
HHGA
161
Halbert Hargrove Global Advisors
California
$150K +$149K +7,837 New
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$143K -$8.95K -470 -6%
GRP
163
Global Retirement Partners
California
$135K +$1.28K +67 +1%
HNB
164
Huntington National Bank
Ohio
$129K
AUB
165
Atlantic Union Bankshares
Virginia
$127K +$126K +6,626 New
PA
166
Parallel Advisors
California
$123K +$9.88K +519 +9%
BC
167
Barrett & Company
Rhode Island
$120K
NWM
168
Nova Wealth Management
Florida
$108K
AF
169
Allworth Financial
California
$106K -$38 -2 -0%
DAM
170
Delta Asset Management
Tennessee
$98K
RIL
171
Rothschild Investment LLC
Illinois
$96K
MCM
172
MAI Capital Management
Ohio
$95.6K
KFAS
173
Keating Financial Advisory Services
Kansas
$94K +$93.2K +4,893 New
CI
174
CX Institutional
Indiana
$88K +$1.41K +74 +2%
NEWAS
175
N.E.W. Advisory Services
Wisconsin
$84.5K +$41.9K +2,200 +100%