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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
Osaic Holdings
1
Osaic Holdings
Arizona
$4.76M -$72.4K -11,243 -1%
SFS
2
Shaker Financial Services
Virginia
$2.26M +$1.06M +164,909 +85%
LPL Financial
3
LPL Financial
California
$1.49M +$19.2K +2,979 +1%
Raymond James Financial
4
Raymond James Financial
Florida
$1.41M -$6.73K -1,046 -0.5%
Morgan Stanley
5
Morgan Stanley
New York
$1.2M -$148K -23,029 -10%
CWM
6
Centurion Wealth Management
Virginia
$1.15M
Wells Fargo
7
Wells Fargo
California
$1.07M +$408K +63,431 +57%
NAS
8
NWF Advisory Services
California
$753K +$790K +122,800 New
WEG
9
World Equity Group
Illinois
$652K -$637K -99,035 -52%
UBS Group
10
UBS Group
Switzerland
$646K -$863K -133,995 -56%
CPRC
11
Consolidated Portfolio Review Corp
New York
$576K +$29.8K +4,634 +5%
GC
12
Guggenheim Capital
Illinois
$555K -$242K -37,544 -29%
Stifel Financial
13
Stifel Financial
Missouri
$388K -$4.86K -755 -1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$371K +$16.1K +2,500 +4%
Calamos Advisors
15
Calamos Advisors
Illinois
$354K +$372K +57,760 New
IWN
16
Independent Wealth Network
Iowa
$322K +$13.1K +2,028 +4%
PAG
17
Private Advisor Group
New Jersey
$299K
Comerica Bank
18
Comerica Bank
Texas
$278K -$9.66K -1,500 -3%
AIA
19
Absolute Investment Advisers
Florida
$278K +$292K +45,300 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$271K +$15.8K +2,447 +6%
DADC
21
D.A. Davidson & Co
Montana
$213K +$13K +2,019 +6%
LCM
22
Landscape Capital Management
New Jersey
$212K +$223K +34,593 New
AWS
23
Atria Wealth Solutions
New York
$197K -$1.35M -210,427 -87%
PA
24
Procyon Advisors
Connecticut
$194K +$1.61K +250 +0.8%
HH
25
Hilltop Holdings
Texas
$174K +$22.5K +3,500 +14%

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.