Who Owns Calamos Strategic Total Return Fund (CSQ)?Hedge Fund & Institutional Holders

$17.75-0.22 (-1.22%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

2.9600970992032996e+271%

QoQ Change in Holders

+14 / -6

Price History

$13.86$15.33$16.80$18.26$19.73Sep 24Jun 25Mar 26

CSQ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bensler, LLCNew Position+1.1M+$20.9B
Shaker Financial Services, LLCNew Position+326K+$6.3B
Smith Asset Management Co., LLCNew Position+224K+$4.3B
WOLVERINE ASSET MANAGEMENT LLCNew Position+159K+$3.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+165K+$3.0B
1607 Capital Partners, LLCNew Position+151K+$2.9B
J.W. COLE ADVISORS, INC.New Position+119K+$2.3B
Advisors Asset Management, Inc.Increased+155K+$2.0B
Calamos Wealth Management LLCNew Position+85K+$1.6B
OPPENHEIMER & CO INCNew Position+69K+$1.3B
CENTRAL TRUST CoNew Position+60K+$1.2B
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+54K+$1.0B
PFG Investments, LLCNew Position+41K+$786.0M
MGB Wealth Management, LLCNew Position+34K+$655.0M
QTR Family Wealth, LLCNew Position+32K+$624.0M

CSQ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-7K-$14.7B
Cornerstone Advisors, LLCDecreased-498K-$10.7B
Polar Asset Management Partners Inc.Closed Position-393K-$7.6B
WELLS FARGO & COMPANY/MNDecreased-132K-$4.5B
NWF Advisory Services Inc.Decreased-279K-$4.2B
Karpus Management, Inc.Closed Position-153K-$2.9B
Clearstead Advisors, LLCDecreased-3K-$2.7B
HighTower Advisors, LLCDecreased-2K-$2.3B
Mariner, LLCDecreased-6K-$2.0B
BALYASNY ASSET MANAGEMENT L.P.Closed Position-64K-$1.2B
Focus Partners WealthClosed Position-46K-$881.1M
M&T BANK CORPDecreased-46K-$878.5M
CITADEL ADVISORS LLCClosed Position-45K-$872.1M
JANE STREET GROUP, LLCClosed Position-38K-$736.2M
UBS Group AGDecreased-15K-$643.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/4,739,004$90.0B0.01%Share
2UBS Group AG3,929,813$75.5B0.01%Share
3ROYAL BANK OF CANADA1,997,702$38.0B0.01%Share
4WELLS FARGO & COMPANY/MN2,028,952$38.0B0.01%Share
5Cornerstone Advisors, LLC1,712,871$32.0B1.07%Share
6RAYMOND JAMES FINANCIAL INC1,187,411$22.0B0.01%Share
7Bensler, LLC1,087,101$20.9B2.09%Share
8WELLS FARGO & COMPANY/MN1,025,951$19.0B0.00%Share
9RAYMOND JAMES FINANCIAL INC841,828$16.0B0.00%Share
10Rockefeller Capital Management L.P.667,750$12.0B0.02%Share
11Advisors Asset Management, Inc.676,020$12.0B0.20%Share
12Stratos Wealth Partners, LTD.533,662$10.2B0.12%Share
13STIFEL FINANCIAL CORP392,371$7.0B0.01%Share
14GUGGENHEIM CAPITAL LLC370,584$7.0B0.05%Share
15Shaker Financial Services, LLC325,874$6.3B2.00%Share
16AMERIPRISE FINANCIAL INC299,163$5.0B0.00%Share
17OSAIC HOLDINGS, INC.287,479$5.0B0.01%Share
18Smith Asset Management Co., LLC223,949$4.3B3.55%Share
19WOLVERINE ASSET MANAGEMENT LLC158,973$3.1B0.02%Share
20COMMONWEALTH EQUITY SERVICES, LLC165,014$3.0B0.00%Share
211607 Capital Partners, LLC151,209$2.9B0.20%Share
22Prairie Wealth Advisors, Inc.0$2.6B1.09%Share
23J.W. COLE ADVISORS, INC.119,092$2.3B0.06%Share
24Pointe Capital Management LLC112,843$2.2B1.07%Share
25Steward Partners Investment Advisory, LLC133,787$2.0B0.01%Share
26Calamos Wealth Management LLC85,160$1.6B0.06%Share
27Invesco Ltd.84,503$1.6B0.00%Share
28OPPENHEIMER & CO INC69,178$1.3B0.02%Share
29Snowden Capital Advisors LLC63,998$1.0B0.03%Share
30Private Advisor Group, LLC81,394$1.0B0.00%Share
31RAYMOND JAMES FINANCIAL INC63,587$1.0B0.00%Share
32CENTRAL TRUST Co49,640$953.0M0.02%Share
33PFG Investments, LLC40,961$786.0M0.04%Share
34Palogic Value Management, L.P.38,800$744.0M0.31%Share
35COMERICA BANK34,691$666.0M0.00%Share
36MGB Wealth Management, LLC34,141$655.0M0.19%Share
37QTR Family Wealth, LLC32,345$624.0M0.27%Share
38Quad-Cities Investment Group, LLC32,408$622.0M0.26%Share
39NWF Advisory Services Inc.32,334$620.0M0.07%Share
40David J Yvars Group31,874$616.0M0.33%Share
41COMERICA BANK31,646$607.0M0.00%Share
42Kovack Advisors, Inc.34,417$588.0M0.05%Share
43D.A. DAVIDSON & CO.29,458$565.0M0.00%Share
44LANDSCAPE CAPITAL MANAGEMENT, L.L.C.27,966$536.0M0.04%Share
45Wealthcare Advisory Partners LLC27,870$535.0M0.01%Share
46NINE MASTS CAPITAL Ltd27,663$531.0M0.09%Share
47Mezzasalma Advisors, LLC26,723$512.0M0.12%Share
48DOLIVER ADVISORS, LP26,442$507.0M0.13%Share
49WCG Wealth Advisors LLC25,688$493.0M0.01%Share
50Fairman Group, LLC23,569$455.0M0.36%Share

CSQ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025213$468.1B+87
Q3 2025126$426.9B-54
Q2 2025180$505.6B-15
Q1 2025195$517.9B+22
Q4 2024173$12.3T+32
Q3 2024141$33.8T+2
Q2 2024139$17.6T+12
Q1 2024127$11.4T—

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As of Q4 2025, 50 institutional investors hold CSQ (Calamos Strategic Total Return Fund). The largest holder is BANK OF AMERICA CORP /DE/ with $90.0B in shares. This quarter, 14 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own CSQ?

As of Q4 2025, 50 institutional investors report holding CSQ (Calamos Strategic Total Return Fund) in their 13F filings.

Who is the largest institutional holder of CSQ?

The largest institutional holder of CSQ is BANK OF AMERICA CORP /DE/ with $90.0B in shares.

Is institutional ownership of CSQ increasing or decreasing?

This quarter, 14 institutions opened new positions in CSQ and 6 closed their positions.