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 %
Osaic Holdings
1
Osaic Holdings
Arizona
$4.76M -$68.9K -11,243 -1%
SFS
2
Shaker Financial Services
Virginia
$2.26M +$1.04M +164,909 +85%
LPL Financial
3
LPL Financial
California
$1.49M +$18.3K +2,979 +1%
Raymond James Financial
4
Raymond James Financial
Florida
$1.41M -$6.41K -1,046 -0.5%
Morgan Stanley
5
Morgan Stanley
New York
$1.2M -$141K -23,029 -10%
CWM
6
Centurion Wealth Management
Virginia
$1.15M – – –
Wells Fargo
7
Wells Fargo
California
$1.07M +$389K +63,431 +57%
NAS
8
NWF Advisory Services
California
$753K +$753K +122,800 New
WEG
9
World Equity Group
Illinois
$652K -$705K -99,035 -52%
UBS Group
10
UBS Group
Switzerland
$646K -$821K -133,995 -56%
CPRC
11
Consolidated Portfolio Review Corp
New York
$576K +$28.4K +4,634 +5%
GC
12
Guggenheim Capital
Illinois
$555K -$230K -37,544 -29%
Stifel Financial
13
Stifel Financial
Missouri
$388K -$4.63K -755 -1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$371K +$15.3K +2,500 +4%
Calamos Advisors
15
Calamos Advisors
Illinois
$354K +$354K +57,760 New
IWN
16
Independent Wealth Network
Iowa
$322K +$12.4K +2,028 +4%
PAG
17
Private Advisor Group
New Jersey
$299K – – –
Comerica Bank
18
Comerica Bank
Texas
$278K -$9.2K -1,500 -3%
AIA
19
Absolute Investment Advisers
Florida
$278K +$278K +45,300 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$271K +$15K +2,447 +6%
DADC
21
D.A. Davidson & Co
Montana
$213K +$12.4K +2,019 +6%
LCM
22
Landscape Capital Management
New Jersey
$212K +$212K +34,593 New
AWS
23
Atria Wealth Solutions
New York
$197K -$1.29M -210,427 -87%
PA
24
Procyon Advisors
Connecticut
$194K +$1.53K +250 +0.8%
HH
25
Hilltop Holdings
Texas
$174K +$21.5K +3,500 +14%
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