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Calamos Strategic Total Return Fund

217 hedge funds and large institutions have $664M invested in Calamos Strategic Total Return Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 77 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

51% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 51

1% more funds holding

Funds holding: 214217 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.02% less ownership

Funds ownership: 24.07%24.05% (-0.02%)

11% less capital invested

Capital invested by funds: $744M → $664M (-$80.5M)

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
77
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
176
Rothschild Investment LLC
Illinois
$85.6K
KFAS
177
Keating Financial Advisory Services
Kansas
$85.4K +$1.82K +97 +2%
MCM
178
MAI Capital Management
Ohio
$85.2K
CI
179
CX Institutional
Indiana
$75K -$3.15K -168 -4%
CA
180
CoreCap Advisors
Michigan
$59.9K -$9.37K -500 -13%
PA
181
Parallel Advisors
California
$59K -$55.3K -2,950 -46%
WWM
182
Wolff Wiese Magana
California
$52.9K
EB
183
Eastern Bank
Massachusetts
$52.4K
TC
184
Truvestments Capital
Florida
$45.1K +$956 +51 +2%
DF
185
Dunhill Financial
United Kingdom
$41.6K
BCWM
186
Bartlett & Co Wealth Management
Ohio
$41.4K +$34.5K +1,842 +682%
SAM
187
Smartleaf Asset Management
Massachusetts
$41.3K
ADL
188
Asset Dedication LLC
California
$41.1K
NEWAS
189
N.E.W. Advisory Services
Wisconsin
$37.9K -$41K -2,185 -50%
US Bancorp
190
US Bancorp
Minnesota
$33.2K -$5.62K -300 -13%
WIM
191
Westside Investment Management
California
$30K
PCFFS
192
Pacific Center for Financial Services
California
$29K
AssetMark Inc
193
AssetMark Inc
California
$28.8K +$19.5K +1,041 +162%
AF
194
Advisornet Financial
Minnesota
$27.4K
KG
195
Kilter Group
New York
$25.7K +$28.1K +1,500 New
PGAM
196
Princeton Global Asset Management
New Jersey
$20.5K
FPF
197
First Pacific Financial
Washington
$19.7K +$431 +23 +2%
HNB
198
Hilltop National Bank
Wyoming
$19.1K
GWM
199
Geneos Wealth Management
Colorado
$19K
QC
200
Quent Capital
New York
$17.6K

CSQ Hedge Fund Activity: Q1 2026 in Review

217 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q1 2026, worth a combined $664M — down 11% from $744M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CSQ positions and 12 closed out — a net gain of 8 holders — while 77 added to existing stakes and 51 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $11.2M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $32.9M sold.

  • 217 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q1 2026, up from 214 in Q4 2025.
  • Funds reported $664M of Calamos Strategic Total Return Fund stock for Q1 2026, down 11% quarter-over-quarter.
  • 20 funds opened new Calamos Strategic Total Return Fund positions in Q1 2026 and 12 closed out, a net change of +8 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q1 2026 was Karpus Investment Management, an estimated $11.2M added.
  • The largest Calamos Strategic Total Return Fund seller in Q1 2026 was Cornerstone Advisors, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2026.