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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
DF
176
Dunhill Financial
United Kingdom
$46.8K
ADL
177
Asset Dedication LLC
California
$46.3K
NEWAS
178
N.E.W. Advisory Services
Wisconsin
$42.4K
AT
179
Arlington Trust
Alabama
$41K
WIM
180
Westside Investment Management
California
$33.8K
PCFFS
181
Pacific Center for Financial Services
California
$32.6K
AF
182
Advisornet Financial
Minnesota
$30.9K
OP
183
ORG Partners
Indiana
$28.9K
BTI
184
Blue Trust Inc
Georgia
$25K +$24.1K +1,298 New
PGAM
185
Princeton Global Asset Management
New Jersey
$23.1K
WANY
186
Wealthspire Advisors (New York)
New York
$22.3K +$21.4K +1,154 New
HNB
187
Hilltop National Bank
Wyoming
$21.6K +$20.8K +1,118 New
FPF
188
First Pacific Financial
Washington
$21.4K +$223 +12 +1%
GWM
189
Geneos Wealth Management
Colorado
$21.4K
FFWM
190
Future Financial Wealth Management
Ohio
$21.2K
QC
191
Quent Capital
New York
$19.8K +$19.1K +1,027 New
AssetMark Inc
192
AssetMark Inc
California
$19.7K +$557 +30 +3%
FGA
193
Fortis Group Advisors
New Jersey
$19.3K
AAG
194
Armstrong Advisory Group
Massachusetts
$15.8K +$242 +13 +2%
SL
195
Salomon & Ludwin
Virginia
$13.2K
FLP
196
Financial Life Planners
Arizona
$9.9K +$9.53K +513 New
BWAM
197
Boyd Watterson Asset Management
Ohio
$9.64K
FC
198
Fairscale Capital
New Hampshire
$9.64K
MSFP
199
Mark Sheptoff Financial Planning
Connecticut
$8.41K
EWM
200
Evolution Wealth Management
Florida
$7.91K -$33.4K -1,796 -81%

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.