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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
SFS
1
Shaker Financial Services
Virginia
$8.35M +$2.63M +180,815 +52%
Raymond James Financial
2
Raymond James Financial
Florida
$8.1M +$203K +13,942 +3%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$8.01M -$115K -7,937 -2%
Morgan Stanley
4
Morgan Stanley
New York
$6.12M +$351K +24,098 +6%
RPGNY
5
Retirement Planning Group (New York)
New York
$4.43M -$100K -6,887 -2%
Invesco
6
Invesco
Georgia
$4.09M +$200K +13,754 +6%
GC
7
Guggenheim Capital
Illinois
$3.6M +$64K +4,401 +2%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.66M +$42.1K +2,895 +2%
CIA
9
Capital Investment Advisors
Georgia
$1.98M -$79.3K -5,450 -4%
Wells Fargo
10
Wells Fargo
California
$1.61M -$302K -20,748 -17%
LPL Financial
11
LPL Financial
California
$1.53M +$133K +9,115 +10%
SPIA
12
Steward Partners Investment Advisory
New York
$1.39M +$71.9K +4,942 +6%
AAM
13
Advisors Asset Management
Colorado
$1.12M -$467K -32,064 -31%
UBS Group
14
UBS Group
Switzerland
$920K -$15.6K -1,074 -2%
CA
15
Cornerstone Advisors
North Carolina
$886K +$743K +51,034 +837%
IAIM
16
International Assets Investment Management
Florida
$803K +$35.6K +2,444 +5%
SWM
17
Spire Wealth Management
Virginia
$792K -$11K -755 -1%
Ameriprise
18
Ameriprise
Minnesota
$661K +$40.9K +2,810 +7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$540K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$526K +$105K +7,210 +27%
NA
21
NewEdge Advisors
Louisiana
$468K +$28.4K +1,952 +7%
Bank of America
22
Bank of America
North Carolina
$449K -$12.9K -884 -3%
WAM
23
Wolverine Asset Management
Illinois
$444K +$416K +28,619 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$443K +$11.2K +770 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$378K -$15.5K -1,067 -4%

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.