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Nuveen Core Equity Alpha Fund
JCE

50 hedge funds and large institutions have $70.4M invested in Nuveen Core Equity Alpha Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

5% more capital invested

Capital invested by funds: $66.9M → $70.4M (+$3.44M)

2% more funds holding

Funds holding: 49 → 50 (+1)

1.04% more ownership

Funds ownership: 25.18% → 26.22% (+1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
22
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$774K
2
Raymond James Financial
Raymond James Financial
Florida
+$671K
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$470K
4
Invesco
Invesco
Georgia
+$430K
5
SFS
Shaker Financial Services
Virginia
+$323K

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$631K
2
Jane Street
Jane Street
New York
-$210K
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$175K
4
Morgan Stanley
Morgan Stanley
New York
-$166K
5
CIA
Capital Investment Advisors
Georgia
-$134K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$473K -$20.8K -1,319 -4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$438K -$116K -7,338 -21%
PFO
28
PMG Family Office
Texas
$437K +$394 +25 +0.1%
Calamos Advisors
29
Calamos Advisors
Illinois
$275K +$66.1K +4,194 +32%
SFS
30
Sowell Financial Services
Arkansas
$270K +$36.2K +2,299 +16%
CWM
31
Centurion Wealth Management
Virginia
$199K +$7.72K +490 +4%
NAS
32
NWF Advisory Services
California
$193K -$23.6K -1,500 -11%
JWCA
33
J.W. Cole Advisors
Florida
$181K +$1.53K +97 +0.9%
CCM
34
Canal Capital Management
Virginia
$179K +$177K +11,213 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$177K +$175K +11,132 New
DJYG
36
David J. Yvars Group
Florida
$177K – – –
DWP
37
Daymark Wealth Partners
Ohio
$172K – – –
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$149K +$12K +759 +9%
BTI
39
Blue Trust Inc
Georgia
$96.3K +$95.2K +6,040 New
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$93K +$70.9K +4,500 +342%
Comerica Bank
41
Comerica Bank
Texas
$63.3K -$44.8K -2,844 -42%
EB
42
Eastern Bank
Massachusetts
$29.8K – – –
CA
43
Centerpoint Advisors
Massachusetts
$16K – – –
ITIM
44
Indiana Trust & Investment Management
Indiana
$15.9K +$15.7K +995 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$15.1K – – –
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$6.27K +$236 +15 +4%
CT
47
Colonial Trust
South Carolina
$5.97K – – –
TFA
48
Transamerica Financial Advisors
Florida
$2.42K +$95 +6 +4%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2.34K +$2.32K +147 New
DJSG
50
D.J. St. Germain
Massachusetts
$1.99K – – –
1
2
3

JCE Hedge Fund Activity: Q4 2025 in Review

50 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q4 2025, worth a combined $70.4M — up 5.1% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JCE positions and 6 closed out — a net gain of 1 holder — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $774K. The largest seller was Cornerstone Advisors, cutting an estimated $631K.

  • 50 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q4 2025, up from 49 in Q3 2025.
  • Funds reported $70.4M of Nuveen Core Equity Alpha Fund stock for Q4 2025, up 5.1% quarter-over-quarter.
  • 7 funds opened new Nuveen Core Equity Alpha Fund positions in Q4 2025 and 6 closed out, a net change of +1 holder.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q4 2025 was Karpus Investment Management, an estimated $774K added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $631K sold.

Based on aggregated 13F filings for Q4 2025.