Who Owns Calamos Long/Short Equity & Dynamic Income Term Trust (CPZ)?Hedge Fund & Institutional Holders

$14.29+0.01 (+0.03%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.152000400000033e+226T

% of Float Held

—

QoQ Change in Holders

+14 / -5

Price History

$14.29$14.91$15.54$16.16$16.79Sep 24Jun 25Mar 26

CPZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
OPPENHEIMER & CO INCNew Position+221K+$3.2B
Shaker Financial Services, LLCNew Position+126K+$1.9B
J.W. COLE ADVISORS, INC.New Position+109K+$1.6B
TrueMark Investments, LLCNew Position+81K+$1.2B
STEPHENS INC /AR/New Position+62K+$908.0M
B. Riley Wealth Advisors, Inc.New Position+33K+$477.0M
MCCARTER PRIVATE WEALTH SERVICES LLCNew Position+33K+$477.0M
Logan Stone Capital, LLCNew Position+26K+$383.0M
RIVERNORTH CAPITAL MANAGEMENT, LLCIncreased+61K+$230.5M
Sovran Advisors, LLCNew Position+13K+$190.0M
Belpointe Asset Management LLCNew Position+11K+$159.0M
Fortis Capital Advisors, LLCNew Position+11K+$159.0M
Geneos Wealth Management Inc.New Position+864+$12.0M
Spire Wealth ManagementNew Position+404+$5.0M
Penserra Capital Management LLCNew Position+334K+$4.0M

CPZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RAYMOND JAMES FINANCIAL INCDecreased-81K-$3.4B
WELLS FARGO & COMPANY/MNDecreased-46K-$2.5B
Advisors Asset Management, Inc.Decreased-61K-$2.5B
UBS Group AGDecreased-86K-$1.6B
GUGGENHEIM CAPITAL LLCDecreased-27K-$1.5B
Private Advisor Group, LLCDecreased-500-$988.2M
INTEGRITY WEALTH ADVISORS, INC.Decreased-43K-$763.6M
VestGen Advisors, LLCDecreased-6K-$429.2M
STIFEL FINANCIAL CORPDecreased-5K-$349.1M
AMERIPRISE FINANCIAL INCClosed Position-19K-$307.3M
LEVEL FOUR ADVISORY SERVICES, LLCClosed Position-14K-$228.7M
Rockefeller Capital Management L.P.Closed Position-14K-$227.1M
Newbridge Financial Services Group, Inc.Closed Position-13K-$213.8M
Saba Capital Management, L.P.Closed Position-11K-$183.1M
Steward Partners Investment Advisory, LLCDecreased-1K-$59.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RIVERNORTH CAPITAL MANAGEMENT, LLC489,213$7.2B0.34%Share
2Advisors Asset Management, Inc.340,248$4.0B67.16%Share
3OPPENHEIMER & CO INC221,036$3.2B45.88%Share
4UBS Group AG147,933$2.2B0.35%Share
5RAYMOND JAMES FINANCIAL INC181,880$2.0B0.62%Share
6RAYMOND JAMES FINANCIAL INC192,054$2.0B0.62%Share
7WELLS FARGO & COMPANY/MN180,985$2.0B0.36%Share
8Shaker Financial Services, LLC125,750$1.9B0.59%Share
9J.W. COLE ADVISORS, INC.108,845$1.6B0.04%Share
10TrueMark Investments, LLC80,556$1.2B0.22%Share
11OSAIC HOLDINGS, INC.88,707$1.0B1.46%Share
12STIFEL FINANCIAL CORP78,580$1.0B0.90%Share
13STEPHENS INC /AR/62,115$908.0M11.30%Share
14INTEGRITY WEALTH ADVISORS, INC.46,659$682.0M0.46%Share
15B. Riley Wealth Advisors, Inc.32,629$477.0M0.02%Share
16MCCARTER PRIVATE WEALTH SERVICES LLC32,641$477.0M0.21%Share
17Logan Stone Capital, LLC26,240$383.0M0.09%Share
18COMERICA BANK17,768$259.0M1.03%Share
19Sovran Advisors, LLC12,621$190.0M0.02%Share
20Invesco Ltd.11,207$163.0M0.02%Share
21Fortis Capital Advisors, LLC10,882$159.0M0.02%Share
22Belpointe Asset Management LLC10,882$159.0M0.01%Share
23UBS Group AG5,250$76.0M0.01%Share
24AdvisorNet Financial, Inc2,988$43.0M0.00%Share
25UBS Group AG1,463$21.0M0.00%Share
26SIT INVESTMENT ASSOCIATES INC978,911$14.0M0.28%Share
27MORGAN STANLEY910,758$13.0M0.00%Share
28Geneos Wealth Management Inc.864$12.0M0.00%Share
29Spire Wealth Management404$5.0M0.00%Share
30Penserra Capital Management LLC333,681$4.0M0.05%Share
31LPL Financial LLC241,078$3.0M0.00%Share
32Closed-End Fund Advisors, Inc.141,572$2.1M1.22%Share
33Pathstone Holdings, LLC181,145$2.0M0.01%Share
34HIGHLINE WEALTH PARTNERS LLC200$2.0M0.00%Share
35Janney Montgomery Scott LLC79,747$1.0M0.00%Share
36EVOLVE PRIVATE WEALTH, LLC68,360$1.0M0.06%Share
37BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC40,014$585K0.09%Share
38Concurrent Investment Advisors, LLC39,529$577K0.01%Share
39Brookstone Capital Management36,714$536K0.01%Share
40Almitas Capital LLC25,204$368K0.08%Share
41Apollon Wealth Management, LLC19,662$287K0.00%Share
42WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15,588$232K0.00%Share
43READYSTATE ASSET MANAGEMENT LP13,900$203K0.01%Share
44HARBOUR INVESTMENTS, INC.2,245$32K0.00%Share
45Capital Analysts, LLC739$11K0.00%Share
46GUGGENHEIM CAPITAL LLC66,250$00.00%Share
47Integrated Advisors Network LLC11,556$00.00%Share
48VestGen Advisors, LLC20,710$00.00%Share
49BANK OF AMERICA CORP /DE/2,557$00.00%Share
50WEDBUSH SECURITIES INC14,288$00.00%Share

CPZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202559$33.2B+21
Q3 202538$43.6B-12
Q2 202550$51.3B-1
Q1 202551$69.1B+4
Q4 202447$671.6B+12
Q3 202435$2.5T-1
Q2 202436$720.0B+1
Q1 202435$212.4T—

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As of Q4 2025, 50 institutional investors hold CPZ (Calamos Long/Short Equity & Dynamic Income Term Trust). The largest holder is RIVERNORTH CAPITAL MANAGEMENT, LLC with $7.2B in shares. This quarter, 14 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own CPZ?

As of Q4 2025, 50 institutional investors report holding CPZ (Calamos Long/Short Equity & Dynamic Income Term Trust) in their 13F filings.

Who is the largest institutional holder of CPZ?

The largest institutional holder of CPZ is RIVERNORTH CAPITAL MANAGEMENT, LLC with $7.2B in shares.

Is institutional ownership of CPZ increasing or decreasing?

This quarter, 14 institutions opened new positions in CPZ and 5 closed their positions.