Calamos Strategic Total Return Fund

CSQ

Exchange: Nasdaq
SEC CIK: 0001275214

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding Calamos Strategic Total Return Fund changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of CSQ: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	209	1	216	+8
Shares	37.4M	11.8K	38.6M	+1.19M (+3.2%)
Value	$721.5M	$227.9K	$743.6M	+$22.3M (+3.1%)

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Calamos Strategic Total Return Fund at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to CSQ in Q4 2025
Institution	Shares	Value	% of portfolio
1607 Capital Partners, LLC	151,209	$2.90M	0.20%
Landscape Capital Management, L.L.C.	53,669	$1.03M	0.07%
Dakota Wealth Management	42,877	$823.2K	0.01%
Concurrent Investment Advisors, LLC	40,511	$777.8K	0.01%
PW Nova Financial Services LLC	35,397	$678.0K	0.26%
Kovack Advisors, Inc.	34,415	$660.8K	0.03%
MGB Wealth Management, LLC	34,141	$655.5K	0.19%
Advisory Advocates, LLC	30,414	$583.9K	0.58%
Gryphon Financial Partners LLC	28,982	$556.5K	0.06%
Nine Masts Capital Ltd	27,663	$531.1K	0.09%
Coquina Private Wealth LLC	19,945	$382.9K	0.31%
Logan Stone Capital, LLC	19,608	$376.5K	0.09%
EP Wealth Advisors, LLC	17,648	$338.8K	0.00%
Beacon Pointe Advisors, LLC	16,817	$322.9K	0.00%
City of London Investment Management Co Ltd	13,170	$252.9K	0.02%
Signal Advisors Wealth, LLC	12,885	$247.4K	0.02%
Neuberger Berman Group LLC	11,136	$213.8K	0.00%
Azimuth Capital Investment Management LLC	10,885	$209.0K	0.01%
Benjamin Edwards Inc	10,591	$203.3K	0.00%
Halbert Hargrove Global Advisors, LLC	7,837	$150.5K	0.01%
Atlantic Union Bankshares Corp	6,626	$127.2K	0.00%
Keating Financial Advisory Services, Inc.	4,893	$94.0K	0.01%
Flagship Harbor Advisors, LLC	1,000	$19.2K	0.00%
Hilton Head Capital Partners, LLC	900	$17.3K	0.01%
Private Wealth Asset Management, LLC	750	$14.4K	0.00%
Navalign, LLC	572	$11.0K	0.00%
GAMMA Investing LLC	300	$5.76K	0.00%
Ares Financial Consulting, LLC	247	$4.74K	0.00%
Estate Planners Group, LLC	150	$2.88K	0.00%
Tower Research Capital LLC (TRC)	14	$269	0.00%

Sold out (22)

Institutions that held Calamos Strategic Total Return Fund at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of CSQ in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Polar Asset Management Partners Inc.	392,794	$7.58M
Balyasny Asset Management LLC	64,418	$1.24M
Colony Group, LLC	45,675	$881.1K
Citadel Advisors LLC	45,208	$872.1K
Jane Street Group, LLC	38,164	$736.2K
GPS Wealth Strategies Group, LLC	30,165	$581.9K
Integrated Wealth Concepts LLC	30,100	$580.6K
Cascade Financial Partners, LLC	18,723	$361.2K
Susquehanna International Group, LLP	17,663	$340.7K
Lifeworks Advisors, LLC	15,956	$307.8K
HRT Financial LP	15,538	$299.0K
Walleye Capital LLC	14,595	$281.5K
Newbridge Financial Services Group, Inc.	11,728	$226.2K
Confluence Wealth Services, Inc.	11,102	$214.2K
Advisory Services Network, LLC	10,955	$211.3K
Ameritas Advisory Services, LLC	10,001	$192.9K
Arlington Trust Co LLC	2,128	$41.0K
Wealthspire Advisors, LLC	1,154	$22.3K
Future Financial Wealth Managment LLC	1,100	$21.2K
Financial Life Planners	513	$9.90K
Mark Sheptoff Financial Planning, LLC	436	$8.41K
Golden State Wealth Management, LLC	6	$116

Not filed for Q4 2025 yet (1)

Institutions that held Calamos Strategic Total Return Fund at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CSQ in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Lokken Investment Group LLC	11,812	$227.9K