We are live on ! Find out more
MCN

Madison Covered Call & Equity Strategy Fund

46 hedge funds and large institutions have $27.9M invested in Madison Covered Call & Equity Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

0.39% more ownership

Funds ownership: 22.26%22.65% (+0.39%)

1% less capital invested

Capital invested by funds: $28.3M → $27.9M (-$338K)

10% less funds holding

Funds holding: 5146 (-5)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
46
Holders Change
-5
Holders Change %
-9.8%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Shaker Financial Services
Virginia
$3.38M -$663K -110,422 -16%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.36M -$863K -143,753 -20%
AIA
3
Absolute Investment Advisers
Florida
$3.31M +$195K +32,418 +6%
GC
4
Guggenheim Capital
Illinois
$2.39M +$1.47M +244,742 +148%
Wells Fargo
5
Wells Fargo
California
$2.39M -$255K -42,474 -9%
WAM
6
Wolverine Asset Management
Illinois
$1.75M +$633K +105,369 +54%
Morgan Stanley
7
Morgan Stanley
New York
$1.46M +$206K +34,246 +16%
Invesco
8
Invesco
Georgia
$1.46M -$38.7K -6,453 -3%
Raymond James Financial
9
Raymond James Financial
Florida
$1.42M +$328K +54,549 +29%
QL
10
Quarry LP
New York
$1.3M +$323K +53,736 +32%
LPL Financial
11
LPL Financial
California
$942K -$106K -17,693 -10%
WEG
12
World Equity Group
Illinois
$664K +$16.2K +2,698 +2%
CWM
13
Centurion Wealth Management
Virginia
$501K -$3.2K -533 -0.6%
Stifel Financial
14
Stifel Financial
Missouri
$321K +$12.8K +2,132 +4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$309K -$43K -7,168 -12%
Two Sigma Investments
16
Two Sigma Investments
New York
$301K +$217K +36,137 +232%
PA
17
Procyon Advisors
Connecticut
$301K +$13.6K +2,265 +5%
PAG
18
Private Advisor Group
New Jersey
$280K +$216 +36 +0.1%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$265K +$273K +45,386 New
BEI
20
Benjamin Edwards Inc
Missouri
$202K +$46K +7,666 +28%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$201K -$9.85K -1,640 -5%
ACM
22
Arlington Capital Management
Illinois
$156K +$12K +2,004 +8%
HH
23
Hilltop Holdings
Texas
$137K -$24K -4,000 -15%
AC
24
AlphaCore Capital
California
$119K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$118K -$63.3K -10,551 -34%