Calamos Advisors LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings904 positions
APPLE INC | 4.3M | $948M | 4.1% | $74.70 | +195.54% | 25 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.3M | $864M | 3.8% | $157.16 | +136.09% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 7.6M | $819.5M | 3.6% | $7.92 | +1265.50% | 25 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 3.3M | $624.6M | 2.7% | $113.89 | +67.06% | 25 qtrssince 2019-Q1 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 993,400 | $582.2M | 2.5% | — | — | — | Decreased — |
STATE STR SPDR S&P 500 ETF T | 687,100 | $402.7M | 1.8% | — | — | — | Decreased — |
STATE STR SPDR S&P 500 ETF T | 707,629 | $395.8M | 1.7% | $547.65 | +0.48% | 25 qtrssince 2019-Q1 | Increased 79 |
META PLATFORMS INC | 683,836 | $394.1M | 1.7% | $211.77 | +170.86% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 2.5M | $390.4M | 1.7% | $78.20 | +96.82% | 25 qtrssince 2019-Q1 | Decreased 0 |
| 110M | $377.8M | 1.6% | — | — | — | Increased 49 | |
VISA INC | 713,318 | $250M | 1.1% | $174.57 | +98.48% | 25 qtrssince 2019-Q1 | Increased 51 |
BROADCOM INC | 1.4M | $239.1M | 1.0% | $48.64 | +240.27% | 25 qtrssince 2019-Q1 | Decreased 0 |
| 4M | $239M | 1.0% | — | — | — | Decreased 0 | |
ELI LILLY & CO | 273,106 | $225.6M | 1.0% | $166.13 | +391.95% | 25 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 799,493 | $207.2M | 0.9% | $209.18 | +23.90% | 21 qtrssince 2020-Q1 | Increased 45 |
JPMORGAN CHASE & CO | 751,786 | $184.4M | 0.8% | $99.62 | +138.98% | 25 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC. | 176,558 | $164.6M | 0.7% | $45.12 | +106.68% | 25 qtrssince 2019-Q1 | Increased 43 |
UNITEDHEALTH GROUP INC | 304,924 | $159.7M | 0.7% | $298.04 | +68.90% | 25 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 1.8M | $154.7M | 0.7% | $37.92 | +128.48% | 25 qtrssince 2019-Q1 | Increased 44 |
BERKSHIRE HATHAWAY INC DEL | 288,887 | $153.9M | 0.7% | $267.29 | +99.25% | 25 qtrssince 2019-Q1 | Increased 47 |
Calamos Advisors LLC manages $23B across 904 positions as of Q1 2025. Top holdings: AAPL (4.1%), MSFT (3.8%), NVDA (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 105 new positions, 109 exits, 364 increased. Top move: SPY (INCREASED, conviction 79). Portfolio: $23.0B across 904 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR