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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
Bank of America
1
Bank of America
North Carolina
$91.6M -$205K -10,768 -0.2%
Morgan Stanley
2
Morgan Stanley
New York
$80.9M -$1.7M -89,146 -2%
UBS Group
3
UBS Group
Switzerland
$75.5M -$285K -14,989 -0.4%
Wells Fargo
4
Wells Fargo
California
$58.7M -$2.51M -131,612 -4%
Raymond James Financial
5
Raymond James Financial
Florida
$40.2M +$1.94M +101,857 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$38.9M +$53.7K +2,819 +0.1%
CA
7
Cornerstone Advisors
North Carolina
$32.9M -$9.49M -498,142 -23%
KIM
8
Karpus Investment Management
New York
$25.8M +$22.7M +1,193,130 +781%
LPL Financial
9
LPL Financial
California
$23.2M +$1.7M +89,055 +8%
B
10
Bensler
Washington
$20.9M +$1.51M +79,519 +8%
MGAM
11
McGowan Group Asset Management
Texas
$15.3M +$97K +5,095 +0.6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$14.5M -$126K -6,592 -0.9%
AAM
13
Advisors Asset Management
Colorado
$13M +$2.96M +155,309 +30%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$12.9M +$882K +46,316 +7%
P
15
&Partners
Tennessee
$11.1M +$2.83M +148,796 +34%
SWP
16
Stratos Wealth Partners
Ohio
$10.2M +$160K +8,424 +2%
RAM
17
Readystate Asset Management
Illinois
$9.49M +$7.85M +412,416 +504%
AWM
18
Apollon Wealth Management
South Carolina
$7.68M -$147K -7,724 -2%
Stifel Financial
19
Stifel Financial
Missouri
$7.55M +$225K +11,803 +3%
GC
20
Guggenheim Capital
Illinois
$7.12M -$102K -5,379 -1%
SFS
21
Shaker Financial Services
Virginia
$6.3M -$3.26M -171,140 -34%
Osaic Holdings
22
Osaic Holdings
Arizona
$5.77M +$275K +14,447 +5%
Ameriprise
23
Ameriprise
Minnesota
$5.74M +$386K +20,249 +7%
Truist Financial
24
Truist Financial
North Carolina
$5.49M +$85.9K +4,509 +2%
SAM
25
Smith Asset Management
Florida
$4.3M -$76.8K -4,033 -2%