Calamos Strategic Total Return Fund
CSQ- Exchange
- Nasdaq
- SEC CIK
- 0001275214
No open-market purchases or sales by Calamos Strategic Total Return Fund insiders were filed in the last 90 days; 223 institutions reported holding it in 13F filings for Q2 2026, worth $801.0M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Calamos Strategic Total Return Fund as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 201
- −1 vs. Q4 2024
- Shares held
- 34.5M
- +426.2K (+1.3%) vs. Q4 2024
- Total value
- $558.1M
- −$45.4M (−7.5%) vs. Q4 2024
- New holders
- 19
- 65 more added
- Sold out
- 20
- 54 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CSQ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 223 | $801.0M |
| Q1 2026 | 219 | $663.4M |
| Q4 2025 | 216 | $743.6M |
| Q3 2025 | 209 | $721.5M |
| Q2 2025 | 202 | $644.5M |
| Q1 2025 | 201 | $558.1M |
| Q4 2024 | 203 | $603.7M |
| Q3 2024 | 190 | $573.8M |
| Q2 2024 | 189 | $544.3M |
| Q1 2024 | 177 | $513.6M |
| Q4 2023 | 173 | $453.9M |
| Q3 2023 | 168 | $422.6M |
| Q2 2023 | 160 | $437.1M |
| Q1 2023 | 169 | $410.4M |
| Q4 2022 | 164 | $389.2M |
| Q3 2022 | 157 | $357.6M |
| Q2 2022 | 153 | $366.2M |
| Q1 2022 | 159 | $471.3M |
| Q4 2021 | 169 | $523.2M |
| Q3 2021 | 144 | $459.6M |
| Q2 2021 | 148 | $460.4M |
| Q1 2021 | 149 | $425.1M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Calamos Strategic Total Return Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 4,785,092 | $77.4M | 0.01% | +47,984+1.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −51,415−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −50,124−100.0% | Sold out |
| Jmac Enterprises LLC | 0 | $0 | 0.00% | −36,928−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −20,818−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −20,075−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −15,535−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −12,260−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −11,970−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −8,263−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −6,850−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,578−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −528−100.0% | Sold out |
| Gould Capital, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |