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MCN

Madison Covered Call & Equity Strategy Fund

51 hedge funds and large institutions have $28.3M invested in Madison Covered Call & Equity Strategy Fund in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $26.5M → $28.3M (+$1.74M)

6% more funds holding

Funds holding: 4851 (+3)

2.01% more ownership

Funds ownership: 20.26%22.26% (+2%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$4.32M -$545K -90,756 -11%
SFS
2
Shaker Financial Services
Virginia
$4.1M +$896K +149,272 +28%
AIA
3
Absolute Investment Advisers
Florida
$3.26M +$2.04M +339,488 +174%
Wells Fargo
4
Wells Fargo
California
$2.71M +$34.6K +5,773 +1%
Invesco
5
Invesco
Georgia
$1.54M -$51.3K -8,556 -3%
Morgan Stanley
6
Morgan Stanley
New York
$1.3M -$68.3K -11,388 -5%
WAM
7
Wolverine Asset Management
Illinois
$1.17M +$531K +88,517 +83%
Raymond James Financial
8
Raymond James Financial
Florida
$1.14M -$27.5K -4,585 -2%
LPL Financial
9
LPL Financial
California
$1.08M -$221K -36,912 -17%
QL
10
Quarry LP
New York
$1.01M +$593K +98,797 +141%
GC
11
Guggenheim Capital
Illinois
$993K +$993K +165,417 New
WEG
12
World Equity Group
Illinois
$667K +$42.3K +7,057 +7%
CWM
13
Centurion Wealth Management
Virginia
$518K -$260K -43,302 -33%
IWN
14
Independent Wealth Network
Iowa
$378K +$23.4K +3,907 +7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$361K -$1.42K -237 -0.4%
Stifel Financial
16
Stifel Financial
Missouri
$317K -$13.9K -2,320 -4%
PA
17
Procyon Advisors
Connecticut
$297K +$5.26K +877 +2%
DADC
18
D.A. Davidson & Co
Montana
$296K -$18.2K -3,039 -6%
PAG
19
Private Advisor Group
New Jersey
$288K +$420 +70 +0.1%
Comerica Bank
20
Comerica Bank
Texas
$272K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$217K -$97.1K -16,183 -31%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$185K +$99.9K +16,651 +118%
HH
23
Hilltop Holdings
Texas
$165K
BEI
24
Benjamin Edwards Inc
Missouri
$162K +$8.57K +1,428 +6%
ACM
25
Arlington Capital Management
Illinois
$149K -$9.97K -1,661 -6%