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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
AssetMark Inc
201
AssetMark Inc
California
$12.3K -$7.22K -379 -37%
NL
202
Navalign LLC
California
$11K +$10.9K +572 New
FC
203
Fairscale Capital
New Hampshire
$9.66K
BWAM
204
Boyd Watterson Asset Management
Ohio
$9.6K
AG
205
AmeriFlex Group
Nevada
$8.64K +$2.86K +150 +50%
EWM
206
Evolution Wealth Management
Florida
$7.87K
NSIM
207
North Star Investment Management
Illinois
$7.68K
GI
208
GAMMA Investing
California
$5.76K +$5.71K +300 New
BCWM
209
Bartlett & Co Wealth Management
Ohio
$5.18K
KFI
210
Key Financial Inc
Pennsylvania
$4.8K
AFC
211
Ares Financial Consulting
California
$4.74K +$4.7K +247 New
CSB
212
City State Bank
Iowa
$3.84K
SWA
213
SOA Wealth Advisors
New York
$3.43K +$57 +3 +2%
EPG
214
Estate Planners Group
Pennsylvania
$2.88K +$2.86K +150 New
T
215
Tidemark
California
$326
TRCT
216
Tower Research Capital (TRC)
New York
$269 +$267 +14 New
Russell Investments Group
217
Russell Investments Group
United Kingdom
$4
PAMP
218
Polar Asset Management Partners
Ontario, Canada
-$7.58M -392,794 Closed
Balyasny Asset Management
219
Balyasny Asset Management
Illinois
-$1.24M -64,418 Closed
Focus Partners Wealth
220
Focus Partners Wealth
Massachusetts
-$881K -45,675 Closed
Citadel Advisors
221
Citadel Advisors
Florida
-$872K -45,208 Closed
Jane Street
222
Jane Street
New York
-$736K -38,164 Closed
GWSG
223
GPS Wealth Strategies Group
Colorado
-$582K -30,165 Closed
IWC
224
Integrated Wealth Concepts
Massachusetts
-$581K -30,100 Closed
CFP
225
Cascade Financial Partners
California
-$361K -18,723 Closed