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MCN

Madison Covered Call & Equity Strategy Fund

42 hedge funds and large institutions have $21.4M invested in Madison Covered Call & Equity Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

17% more funds holding

Funds holding: 3642 (+6)

0.14% more ownership

Funds ownership: 16.24%16.38% (+0.14%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

8% less capital invested

Capital invested by funds: $23.4M → $21.4M (-$1.92M)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$157K +$26K +4,038 +19%
WAM
27
Wolverine Asset Management
Illinois
$144K +$71.7K +11,143 +90%
SWP
28
Stratos Wealth Partners
Ohio
$140K -$41.1K -6,386 -22%
EM
29
ELCO Management
New York
$131K -$4.51K -700 -3%
LMKC
30
L.M. Kohn & Company
Ohio
$129K -$225 -35 -0.2%
AC
31
AlphaCore Capital
California
$128K +$130K +20,255 New
SFS
32
Sowell Financial Services
Arkansas
$126K +$132K +20,474 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$118K +$124K +19,235 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$104K +$109K +16,884 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$79K
NA
36
NewEdge Advisors
Louisiana
$40.9K
FDW
37
Fourth Dimension Wealth
Ohio
$22.5K
MWA
38
Medallion Wealth Advisors
Connecticut
$15.7K
EC
39
Elequin Capital
New York
$10.3K +$10.8K +1,680 New
CA
40
CoreCap Advisors
Michigan
$9.2K
FIA
41
FNY Investment Advisers
New York
$9K +$10.3K +1,600 New
FFA
42
Farther Finance Advisors
California
$866 +$908 +141 New
Invesco
43
Invesco
Georgia
-$155K -23,077 Closed
Citadel Advisors
44
Citadel Advisors
Florida
-$96.6K -14,390 Closed
TCG
45
Transcendent Capital Group
Oklahoma
-$413K -4,847 Closed
RCM
46
Raleigh Capital Management
North Carolina
-$20.4K -3,040 Closed
OC
47
Oarsman Capital
Wisconsin
-$20.1K -3,000 Closed

MCN Hedge Fund Activity: Q1 2025 in Review

42 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Madison Covered Call & Equity Strategy Fund (MCN) for Q1 2025, worth a combined $21.4M — down 8.2% from $23.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MCN positions and 5 closed out — a net gain of 6 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.06M. The largest seller was Atria Wealth Solutions, cutting an estimated $1.35M.

  • 42 institutional investors held Madison Covered Call & Equity Strategy Fund (MCN) as of Q1 2025, up from 36 in Q4 2024.
  • Funds reported $21.4M of Madison Covered Call & Equity Strategy Fund stock for Q1 2025, down 8.2% quarter-over-quarter.
  • 11 funds opened new Madison Covered Call & Equity Strategy Fund positions in Q1 2025 and 5 closed out, a net change of +6 holders.
  • The largest Madison Covered Call & Equity Strategy Fund buyer in Q1 2025 was Shaker Financial Services, an estimated $1.06M added.
  • The largest Madison Covered Call & Equity Strategy Fund seller in Q1 2025 was Atria Wealth Solutions, an estimated $1.35M sold.

Based on aggregated 13F filings for Q1 2025.