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

$14.32-0.17 (-1.17%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.40001300071524e+142T

% of Float Held

—

QoQ Change in Holders

+15 / -5

Price History

$14.49$15.06$15.64$16.21$16.79Sep 24Jun 25Mar 26

CPZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Penserra Capital Management LLCNew Position+334K+$4.0M
OPPENHEIMER & CO INCNew Position+221K+$3.2M
Closed-End Fund Advisors, Inc.New Position+142K+$2.1M
Pathstone Holdings, LLCNew Position+181K+$2.0M
Shaker Financial Services, LLCNew Position+126K+$1.9M
J.W. COLE ADVISORS, INC.New Position+109K+$1.6M
TrueMark Investments, LLCNew Position+81K+$1.2M
Janney Montgomery Scott LLCNew Position+80K+$1.0M
EVOLVE PRIVATE WEALTH, LLCNew Position+68K+$1.0M
STEPHENS INC /AR/New Position+62K+$908K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+40K+$585K
Concurrent Investment Advisors, LLCNew Position+40K+$577K
B. Riley Wealth Advisors, Inc.New Position+33K+$477K
MCCARTER PRIVATE WEALTH SERVICES LLCNew Position+33K+$477K
Logan Stone Capital, LLCNew Position+26K+$383K

CPZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RAYMOND JAMES FINANCIAL INCDecreased-81K-$7.4B
Advisors Asset Management, Inc.Decreased-61K-$6.5B
WELLS FARGO & COMPANY/MNDecreased-46K-$4.5B
UBS Group AGDecreased-86K-$3.9B
GUGGENHEIM CAPITAL LLCDecreased-27K-$1.5B
INTEGRITY WEALTH ADVISORS, INC.Decreased-43K-$1.4B
STIFEL FINANCIAL CORPDecreased-5K-$1.3B
Private Advisor Group, LLCDecreased-500-$988.2M
Kestra Advisory Services, LLCDecreased-2K-$924.5M
VestGen Advisors, LLCDecreased-6K-$429.2M
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

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SIT INVESTMENT ASSOCIATES INC978,911$14.0M0.28%Share
2MORGAN STANLEY910,758$13.0M0.00%Share
3RIVERNORTH CAPITAL MANAGEMENT, LLC489,213$7.2M0.34%Share
4Penserra Capital Management LLC333,681$4.0M0.05%Share
5Advisors Asset Management, Inc.340,248$4.0M0.07%Share
6OPPENHEIMER & CO INC221,036$3.2M0.05%Share
7LPL Financial LLC241,078$3.0M0.00%Share
8UBS Group AG147,933$2.2M0.00%Share
9Closed-End Fund Advisors, Inc.141,572$2.1M1.22%Share
10RAYMOND JAMES FINANCIAL INC192,054$2.0M0.00%Share
11WELLS FARGO & COMPANY/MN180,985$2.0M0.00%Share
12Pathstone Holdings, LLC181,145$2.0M0.01%Share
13RAYMOND JAMES FINANCIAL INC181,880$2.0M0.00%Share
14Shaker Financial Services, LLC125,750$1.9M0.59%Share
15J.W. COLE ADVISORS, INC.108,845$1.6M0.04%Share
16TrueMark Investments, LLC80,556$1.2M0.22%Share
17OSAIC HOLDINGS, INC.88,707$1.0M0.00%Share
18STIFEL FINANCIAL CORP78,580$1.0M0.00%Share
19EVOLVE PRIVATE WEALTH, LLC68,360$1.0M0.06%Share
20Janney Montgomery Scott LLC79,747$1.0M0.00%Share
21STEPHENS INC /AR/62,115$908K0.01%Share
22INTEGRITY WEALTH ADVISORS, INC.46,659$682K0.46%Share
23BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC40,014$585K0.09%Share
24Concurrent Investment Advisors, LLC39,529$577K0.01%Share
25Brookstone Capital Management36,714$536K0.01%Share
26MCCARTER PRIVATE WEALTH SERVICES LLC32,641$477K0.21%Share
27B. Riley Wealth Advisors, Inc.32,629$477K0.02%Share
28Logan Stone Capital, LLC26,240$383K0.09%Share
29Almitas Capital LLC25,204$368K0.08%Share
30Apollon Wealth Management, LLC19,662$287K0.00%Share
31COMERICA BANK17,768$259K0.00%Share
32WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15,588$232K0.00%Share
33READYSTATE ASSET MANAGEMENT LP13,900$203K0.01%Share
34Sovran Advisors, LLC12,621$190K0.02%Share
35Invesco Ltd.11,207$163K0.00%Share
36Belpointe Asset Management LLC10,882$159K0.01%Share
37Fortis Capital Advisors, LLC10,882$159K0.02%Share
38UBS Group AG5,250$76K0.00%Share
39AdvisorNet Financial, Inc2,988$43K0.00%Share
40HARBOUR INVESTMENTS, INC.2,245$32K0.00%Share
41UBS Group AG1,463$21K0.00%Share
42Geneos Wealth Management Inc.864$12K0.00%Share
43Capital Analysts, LLC739$11K0.00%Share
44Spire Wealth Management404$5K0.00%Share
45HIGHLINE WEALTH PARTNERS LLC200$2K0.00%Share
46Pinnacle Wealth Planning Services, Inc.26$00.00%Share
47WEDBUSH SECURITIES INC14,288$00.00%Share
48Integrated Advisors Network LLC11,556$00.00%Share
49Cetera Investment Advisers35,817$00.00%Share
50COMMONWEALTH EQUITY SERVICES, LLC18,340$00.00%Share

CPZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202559$76.1M+21
Q3 202538$57.4B-12
Q2 202550$54.5B-2
Q1 202552$71.4B+5
Q4 202447$3.4T+12
Q3 202435$70.7T-1
Q2 202436$68.8T+1
Q1 202435$75.3T—

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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 SIT INVESTMENT ASSOCIATES INC with $14.0M in shares. This quarter, 15 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 SIT INVESTMENT ASSOCIATES INC with $14.0M in shares.

Is institutional ownership of CPZ increasing or decreasing?

This quarter, 15 institutions opened new positions in CPZ and 5 closed their positions.