MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

41 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
Holders
41
Holders Change
+6
Holders Change %
+17.14%
% 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
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$1.04M
2
NAS
NWF Advisory Services
California
+$753K
3
Wells Fargo
Wells Fargo
California
+$389K
4
Calamos Advisors
Calamos Advisors
Illinois
+$354K
5
AIA
Absolute Investment Advisers
Florida
+$278K

Top Sellers

1
AWS
Atria Wealth Solutions
New York
-$1.29M
2
UBS Group
UBS Group
Switzerland
-$821K
3
WEG
World Equity Group
Illinois
-$705K
4
TCG
Transcendent Capital Group
Oklahoma
-$413K
5
GC
Guggenheim Capital
Illinois
-$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$157K +$24.7K +4,038 +19%
WAM
27
Wolverine Asset Management
Illinois
$144K +$68.3K +11,143 +90%
SWP
28
Stratos Wealth Partners
Ohio
$140K -$39.1K -6,386 -22%
EM
29
ELCO Management
New York
$131K -$4.29K -700 -3%
LMKC
30
L.M. Kohn & Company
Ohio
$129K -$215 -35 -0.2%
AC
31
AlphaCore Capital
California
$128K +$128K +20,255 New
SFS
32
Sowell Financial Services
Arkansas
$126K +$126K +20,474 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$118K +$118K +19,235 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$104K +$104K +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 – – –
EC
38
Elequin Capital
New York
$10.3K +$10.3K +1,680 New
CA
39
CoreCap Advisors
Michigan
$9.2K – – –
FIA
40
FNY Investment Advisers
New York
$9K +$9K +1,600 New
FFA
41
Farther Finance Advisors
California
$866 +$866 +141 New
Invesco
42
Invesco
Georgia
– -$155K -23,077 Closed
Citadel Advisors
43
Citadel Advisors
Florida
– -$96.6K -14,390 Closed
TCG
44
Transcendent Capital Group
Oklahoma
– -$413K -4,847 Closed
RCM
45
Raleigh Capital Management
North Carolina
– -$20.4K -3,040 Closed
OC
46
Oarsman Capital
Wisconsin
– -$20.1K -3,000 Closed
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