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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
FGA
201
Fortis Group Advisors
New Jersey
$17.1K
HHCP
202
Hilton Head Capital Partners
South Carolina
$15.4K
AAG
203
Armstrong Advisory Group
Massachusetts
$14.5K +$319 +17 +2%
PWAM
204
Private Wealth Asset Management
Iowa
$12.8K
SL
205
Salomon & Ludwin
Virginia
$12K
UBS AM
206
UBS AM
Illinois
$9.59K +$10.5K +560 New
FC
207
Fairscale Capital
New Hampshire
$8.56K
RF
208
Rossby Financial
Florida
$8.45K +$9.11K +486 New
AG
209
AmeriFlex Group
Nevada
$7.7K
EWM
210
Evolution Wealth Management
Florida
$7.02K
CFS
211
CGC Financial Services
Oregon
$6.87K +$7.52K +401 New
NSIM
212
North Star Investment Management
Illinois
$6.85K
AFC
213
Ares Financial Consulting
California
$4.38K +$94 +5 +2%
KFI
214
Key Financial Inc
Pennsylvania
$4.28K
CSB
215
City State Bank
Iowa
$3.42K
AAP
216
Arax Advisory Partners
Colorado
$3.15K -$55.6K -2,968 -94%
SWA
217
SOA Wealth Advisors
New York
$3.12K +$56 +3 +2%
TRCT
218
Tower Research Capital (TRC)
New York
$599 +$394 +21 +150%
T
219
Tidemark
California
$291
Russell Investments Group
220
Russell Investments Group
United Kingdom
$3
CA
221
Cornerstone Advisors
North Carolina
-$32.9M -1,712,871 Closed
JWCA
222
J.W. Cole Advisors
Florida
-$2.29M -119,092 Closed
LCM
223
Landscape Capital Management
New Jersey
-$1.03M -53,669 Closed
COLIM
224
City of London Investment Management
United Kingdom
-$253K -13,170 Closed
CCM
225
Canal Capital Management
Virginia
-$250K -13,034 Closed

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.