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Nuveen Core Equity Alpha Fund

45 hedge funds and large institutions have $62M invested in Nuveen Core Equity Alpha Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

11% more capital invested

Capital invested by funds: $55.9M → $62M (+$6.12M)

2% more funds holding

Funds holding: 4445 (+1)

1% more ownership

Funds ownership: 22.68%23.68% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
20
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
26
NWF Advisory Services
California
$211K
SFS
27
Sowell Financial Services
Arkansas
$185K +$13.9K +954 +9%
CWM
28
Centurion Wealth Management
Virginia
$182K +$3.71K +255 +2%
MWM
29
MGB Wealth Management
Texas
$177K -$166K -11,442 -50%
JWCA
30
J.W. Cole Advisors
Florida
$173K +$727 +50 +0.4%
DJYG
31
David J. Yvars Group
Florida
$167K
DWP
32
Daymark Wealth Partners
Ohio
$167K
Calamos Advisors
33
Calamos Advisors
Illinois
$166K +$156K +10,729 New
Comerica Bank
34
Comerica Bank
Texas
$104K +$1.61K +111 +2%
EC
35
Elequin Capital
New York
$57.6K +$33.2K +2,281 +159%
FIA
36
FNY Investment Advisers
New York
$46K
EB
37
Eastern Bank
Massachusetts
$29K
AAS
38
Ameritas Advisory Services
Nebraska
$27.1K +$25.5K +1,751 New
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$20K
CA
40
Centerpoint Advisors
Massachusetts
$16K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$14.7K
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$5.74K +$116 +8 +2%
CT
43
Colonial Trust
South Carolina
$5.64K
FMP
44
Financial Management Professionals
Texas
$3.99K
DJSG
45
D.J. St. Germain
Massachusetts
$1.94K
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
-$1.64M -105,393 Closed
HCP
47
Hexagon Capital Partners
Arkansas
-$28K -1,921 Closed

JCE Hedge Fund Activity: Q2 2025 in Review

45 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q2 2025, worth a combined $62M — up 11% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JCE positions and 2 closed out — a net gain of 1 holder — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $2.63M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $1.64M sold.

  • 45 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q2 2025, up from 44 in Q1 2025.
  • Funds reported $62M of Nuveen Core Equity Alpha Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 3 funds opened new Nuveen Core Equity Alpha Fund positions in Q2 2025 and 2 closed out, a net change of +1 holder.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q2 2025 was Shaker Financial Services, an estimated $2.63M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $1.64M sold.

Based on aggregated 13F filings for Q2 2025.