Calamos Global Total Return Fund
CGO • NASDAQ
Calamos Global Total Return Fund is a asset management - global company in the financial services sector on NASDAQ, led by John P. Calamos, Sr., with a market cap of $110.3M. As of Q3 2025, 24% of shares are held by 38 institutional investors, with MORGAN STANLEY as the largest holder at 4.32%.
Chairman, Trustee and PresidentJohn P. Calamos, Sr.
Overview
Overview of institutional ownership in CGO as of Q3 2025 with a market cap of $118.3M
All Institutions
- Institutions
- 38
- Value Held
- $27.9M
- Shares Held
- 2.3M
- Avg Position
- $733.3K
- Median Position
- $231.2K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.1M
- Shares Held
- 91.1K
- Avg Position
- $1.1M
- Median Position
- $1.1M
Ownership Breakdown
Based on market cap of $118.3M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in CGO as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $5.1M 0.00% of portfolio |
L LPL Financial LLC Institution | $2.7M 0.00% of portfolio |
 Shaker Financial Services, LLC RIA/Wealth | $2.6M 0.88% of portfolio |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $2.2M 0.04% of portfolio |
 Integrated Wealth Concepts LLC RIA/Wealth | $2.1M 0.02% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $2.0M 0.02% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $2.0M 0.00% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $1.3M 0.02% of portfolio |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $1.1M 0.07% of portfolio |
 Prairie Wealth Advisors, Inc. RIA/Wealth | $1.1M 0.44% of portfolio |
Net Capital Flow
Institutional buying and selling activity for CGO in Q3 2025
- Traded
- +$802.5K
- Buyers
- 17
- Sellers
- 16
- Total Bought
- +$3.9M
- Total Sold
- −$3.1M
- Avg Position
- $663.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Integrated Wealth Concepts LLC RIA/Wealth | +$2.1M +172.4K shares |
Shaker Financial Services, LLC RIA/Wealth | +$662.8K +55.1K shares |
 COHEN & STEERS INC Institution | +$362.2K +30.1K shares |
MORGAN STANLEY RIA/Wealth | +$304.4K +25.3K shares |
+$126.4K +10.5K shares | |
Advisors Asset Management, Inc. ETF Provider | +$117.1K +9.7K shares |
 Brookstone Capital Management RIA/Wealth | +$64.5K +5.4K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$63.4K +5.3K shares |
Prairie Wealth Advisors, Inc. RIA/Wealth | +$19.9K +1.7K shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | +$17.0K +1.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
C Calamos Wealth Management LLC RIA/Wealth | −$1.3M −110.2K shares |
 Invesco Ltd. ETF Provider | −$624.5K −51.9K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$198.2K −16.5K shares |
L LPL Financial LLC Institution | −$195.1K −16.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$182.8K −15.6K shares |
 BARD ASSOCIATES INC RIA/Wealth | −$166.6K −14.2K shares |
 UBS Group AG Institution | −$109.8K −9.1K shares |
 CoreCap Advisors, LLC RIA/Wealth | −$108.5K −9.0K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$70.9K −5.9K shares |
A Advisor Group Holdings, Inc. Institution | −$59.5K −5.0K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited CGO in Q3 2025
- New Positions
- 3
- New Value
- $2.6M
- Exited Positions
- 4
- Exited Value
- $1.7M
New Positions
| Institution | Position Value |
|---|---|
Integrated Wealth Concepts LLC RIA/Wealth | $2.1M 172.4K shares |
COHEN & STEERS INC Institution | $362.2K 30.1K shares |
$126.4K 10.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
C Calamos Wealth Management LLC RIA/Wealth | $1.3M 110.2K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $182.8K 15.6K shares |
BARD ASSOCIATES INC RIA/Wealth | $166.6K 14.2K shares |
 MB, LEVIS & ASSOCIATES, LLC RIA/Wealth | $23.2K 2.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in CGO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with CGO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | 0.88% $2.6M |
Prairie Wealth Advisors, Inc. RIA/Wealth | 0.44% $1.1M |
G Gilliland Jeter Wealth Management LLC RIA/Wealth | 0.08% $247.7K |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.07% $1.1M |
PRINCIPAL SECURITIES, INC. RIA/Wealth | 0.04% $2.2M |
Advisors Asset Management, Inc. ETF Provider | 0.02% $1.3M |
Integrated Wealth Concepts LLC RIA/Wealth | 0.02% $2.1M |
G GUGGENHEIM CAPITAL LLC Institution | 0.02% $2.0M |
0.01% $126.4K | |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.01% $631.0K |
Hedge Fund Spotlight
Discover hedge funds investing in CGO
WOLVERINE ASSET MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerChristopher Lazarus Gust
- Portfolio Value
- $1.5B
- Positions
- 859
- Last Reported
- Q3 2025
Sector Allocation
Position in Calamos Global Total Return Fund
- Market Value
- $1.1M
- Shares Held
- 91.1K
- Portfolio Weight
- 0.07%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Medical - Healthcare Information Services Healthcare | $56.2M | 3.82% | |
ETF ETF | $36.0M | 2.45% | |
Unknown Unknown | $26.9M | 1.83% |
