Who Owns Calamos Global Total Return Fund (CGO)?Hedge Fund & Institutional Holders
Institutional Holders
44
as of Q4 2025
Total Institutional Value
$5.00000021000001e+129T
% of Float Held
—
QoQ Change in Holders
+13 / -2
Price History
CGO — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| EVERETT HARRIS & CO /CA/ | New Position | +119K | +$5.0B |
| Shaker Financial Services, LLC | New Position | +183K | +$2.1B |
| WOLVERINE ASSET MANAGEMENT LLC | New Position | +77K | +$873.0M |
| Gilliland Jeter Wealth Management LLC | New Position | +21K | +$234.0M |
| Invesco Ltd. | Increased | +22K | +$232.5M |
| CoreCap Advisors, LLC | New Position | +6K | +$63.0M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +163K | +$1.0M |
| COHEN & STEERS, INC. | Increased | +27K | +$290K |
| Retirement Planning Group, LLC | New Position | +11K | +$128K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | New Position | +10K | +$119K |
| CWM, LLC | New Position | +2K | +$22K |
| Cetera Investment Advisers | New Position | +10K | +$0 |
| Beacon Pointe Advisors, LLC | New Position | +10K | +$0 |
| Golden State Wealth Management, LLC | New Position | +54 | +$0 |
| ORG Partners LLC | New Position | +2K | +$0 |
CGO — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -13K | -$2.7B |
| Integrated Wealth Concepts LLC | Decreased | -14K | -$2.1B |
| HARBOUR INVESTMENTS, INC. | Decreased | -3K | -$630.4M |
| PMG Family Office LLC | Decreased | -1K | -$537.9M |
| Advisors Asset Management, Inc. | Decreased | -4K | -$342.2M |
| ROYAL BANK OF CANADA | Decreased | -1K | -$334.0M |
| RAYMOND JAMES FINANCIAL INC | Closed Position | -24K | -$286.8M |
| NewEdge Advisors, LLC | Decreased | -1K | -$208.3M |
| UBS Group AG | Decreased | -11K | -$186.2M |
| Prairie Wealth Advisors, Inc. | Decreased | -89K | -$59.7M |
| Newbridge Financial Services Group, Inc. | Closed Position | -1K | -$13.3M |
| AMERIFLEX GROUP, INC. | Decreased | -200 | -$2.8M |
| PRINCIPAL SECURITIES, INC. | Decreased | -5K | -$173K |
Top Institutional Holders(Q4 2025)
CGO Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 40 | $12.6B | +11 |
| Q3 2025 | 29 | $13.7B | -8 |
| Q2 2025 | 37 | $22.3B | -1 |
| Q1 2025 | 38 | $25.2B | +7 |
| Q4 2024 | 31 | $2.0T | +8 |
| Q3 2024 | 23 | $6.9T | +0 |
| Q2 2024 | 23 | $4.5T | +3 |
| Q1 2024 | 20 | $3.1T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 44 institutional investors hold CGO (Calamos Global Total Return Fund). The largest holder is EVERETT HARRIS & CO /CA/ with $5.0B in shares. This quarter, 13 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own CGO?
As of Q4 2025, 44 institutional investors report holding CGO (Calamos Global Total Return Fund) in their 13F filings.
Who is the largest institutional holder of CGO?
The largest institutional holder of CGO is EVERETT HARRIS & CO /CA/ with $5.0B in shares.
Is institutional ownership of CGO increasing or decreasing?
This quarter, 13 institutions opened new positions in CGO and 2 closed their positions.