MCN

Madison Covered Call & Equity Strategy Fund
MCN

Overview Fund Activity

47 hedge funds and large institutions have $25.6M invested in Madison Covered Call & Equity Strategy Fund in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
14
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.62M
2
Invesco
Invesco
Georgia
$1.3M
3
AIA
Absolute Investment Advisers
Florida
$1.27M
4
SFS
Shaker Financial Services
Virginia
$2.88M
5
QL
Quarry LP
New York
$438K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$155K
2
GC
Guggenheim Capital
Illinois
$234K
3
Raymond James Financial
Raymond James Financial
Florida
$1.16M
4
AWS
Atria Wealth Solutions
New York
$0
5
SFS
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$155K -$504K -80,583 -76%
LMKC
27
L.M. Kohn & Company
Ohio
$131K – – –
AC
28
AlphaCore Capital
California
$128K – – –
EM
29
ELCO Management
New York
$118K -$15.6K -2,500 -12%
SWP
30
Stratos Wealth Partners
Ohio
$116K -$25.9K -4,146 -18%
Citadel Advisors
31
Citadel Advisors
Florida
$98K +$98K +15,684 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$88.1K +$88.1K +14,099 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$81K – – –
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$67K -$93.6K -14,940 -58%
Mariner
35
Mariner
Kansas
$65.3K +$65.3K +10,441 New
AAS
36
Avantax Advisory Services
Texas
$64.2K +$64.2K +10,266 New
IAG
37
Investmark Advisory Group
Connecticut
$64.1K +$64.1K +10,254 New
Bank of America
38
Bank of America
North Carolina
$48.1K +$48.1K +7,692 New
NA
39
NewEdge Advisors
Louisiana
$41.7K – – –
WAM
40
Wolverine Asset Management
Illinois
$30.9K -$116K -18,556 -79%
AAS
41
Ameritas Advisory Services
Nebraska
$27.2K +$27.2K +4,350 New
FDW
42
Fourth Dimension Wealth
Ohio
$22.9K – – –
SIS
43
Sound Income Strategies
Florida
$18.1K +$18.1K +2,900 New
FIA
44
FNY Investment Advisers
New York
$10K – – –
CA
45
CoreCap Advisors
Michigan
$9.38K – – –
TRCT
46
Tower Research Capital (TRC)
New York
$988 +$988 +158 New
FFA
47
Farther Finance Advisors
California
$881 – – –
AWS
48
Atria Wealth Solutions
New York
– -$197K -32,069 Closed
SFS
49
Sowell Financial Services
Arkansas
– -$126K -20,474 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$118K -19,235 Closed
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