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Calamos Strategic Total Return Fund

199 hedge funds and large institutions have $556M invested in Calamos Strategic Total Return Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 54

0.2% more ownership

Funds ownership: 21.48%21.68% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

1% less funds holding

Funds holding: 202199 (-3)

8% less capital invested

Capital invested by funds: $604M → $556M (-$47.2M)

Holders
199
Holders Change
-3
Holders Change %
-1.49%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
65
Reduced
54
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OP
176
ORG Partners
Indiana
$24.4K -$409K -23,324 -94%
CAWM
177
Capital A Wealth Management
Pennsylvania
$20.7K -$2.98K -170 -12%
FFWM
178
Future Financial Wealth Management
Ohio
$17.8K
QC
179
Quent Capital
New York
$16.6K
FGA
180
Fortis Group Advisors
New Jersey
$16.2K
MSFP
181
Mark Sheptoff Financial Planning
Connecticut
$14.1K
AG
182
AmeriFlex Group
Nevada
$12.1K -$22.8K -1,300 -63%
T
183
Transce3nd
Texas
$11.4K +$12.4K +707 New
PS
184
Principal Securities
Iowa
$11.4K
SL
185
Salomon & Ludwin
Virginia
$11.1K
BWAM
186
Boyd Watterson Asset Management
Ohio
$8.09K
FC
187
Fairscale Capital
New Hampshire
$8.09K
NSIM
188
North Star Investment Management
Illinois
$6.47K
BHWM
189
Beaird Harris Wealth Management
Texas
$5.26K +$5.7K +325 New
BCWM
190
Bartlett & Co Wealth Management
Ohio
$4.37K
KFI
191
Key Financial Inc
Pennsylvania
$4.04K
CSB
192
City State Bank
Iowa
$3.24K
AAP
193
Arax Advisory Partners
Colorado
$2.98K +$3.23K +184 New
AssetMark Inc
194
AssetMark Inc
California
$2.83K -$18 -1 -0.6%
SWA
195
SOA Wealth Advisors
New York
$2.75K +$53 +3 +2%
FIM
196
FWL Investment Management
Texas
$1.86K
T
197
Tidemark
California
$275 +$298 +17 New
GSWM
198
Golden State Wealth Management
California
$97 +$105 +6 New
TRCT
199
Tower Research Capital (TRC)
New York
$32 -$263 -15 -88%
EP
200
Essential Planning
New Hampshire
-$916K -51,415 Closed