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Nuveen Core Equity Alpha Fund

49 hedge funds and large institutions have $66.9M invested in Nuveen Core Equity Alpha Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

9% more funds holding

Funds holding: 4549 (+4)

8% more capital invested

Capital invested by funds: $62M → $66.9M (+$4.9M)

1.51% more ownership

Funds ownership: 23.68%25.18% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
19
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Shaker Financial Services
Virginia
$8.67M +$191K +12,247 +2%
Baird Financial Group
2
Baird Financial Group
Wisconsin
$8.52M +$393K +25,231 +5%
Raymond James Financial
3
Raymond James Financial
Florida
$7.77M -$437K -28,069 -5%
Morgan Stanley
4
Morgan Stanley
New York
$6.2M -$14.8K -953 -0.2%
RPGNY
5
Retirement Planning Group (New York)
New York
$4.35M -$142K -9,111 -3%
GC
6
Guggenheim Capital
Illinois
$4.01M +$344K +22,136 +10%
Invesco
7
Invesco
Georgia
$3.82M -$325K -20,892 -8%
CA
8
Cornerstone Advisors
North Carolina
$2.86M +$1.94M +124,383 +218%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.74M +$49.5K +3,179 +2%
CIA
10
Capital Investment Advisors
Georgia
$1.97M -$36.6K -2,350 -2%
Wells Fargo
11
Wells Fargo
California
$1.63M +$529 +34 +0%
LPL Financial
12
LPL Financial
California
$1.54M -$7.47K -480 -0.5%
WAM
13
Wolverine Asset Management
Illinois
$1.53M +$1.07M +68,496 +239%
SPIA
14
Steward Partners Investment Advisory
New York
$1.43M +$20.4K +1,308 +1%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$1.19M +$1.17M +75,434 New
UBS Group
16
UBS Group
Switzerland
$865K -$68K -4,373 -7%
IAIM
17
International Assets Investment Management
Florida
$806K +$2.65K +170 +0.3%
SWM
18
Spire Wealth Management
Virginia
$799K -$4.43K -285 -0.6%
Ameriprise
19
Ameriprise
Minnesota
$705K +$33.1K +2,130 +5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$548K
Bank of America
21
Bank of America
North Carolina
$532K +$75.4K +4,846 +17%
NA
22
NewEdge Advisors
Louisiana
$487K +$12.3K +790 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$482K -$51.2K -3,291 -10%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$447K +$62.8K +4,037 +17%
PFO
25
PMG Family Office
Texas
$440K +$427K +27,420 New

JCE Hedge Fund Activity: Q3 2025 in Review

49 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Nuveen Core Equity Alpha Fund (JCE) for Q3 2025, worth a combined $66.9M — up 7.9% from $62M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JCE positions and 4 closed out — a net gain of 4 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $1.94M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.12M sold.

  • 49 institutional investors held Nuveen Core Equity Alpha Fund (JCE) as of Q3 2025, up from 45 in Q2 2025.
  • Funds reported $66.9M of Nuveen Core Equity Alpha Fund stock for Q3 2025, up 7.9% quarter-over-quarter.
  • 8 funds opened new Nuveen Core Equity Alpha Fund positions in Q3 2025 and 4 closed out, a net change of +4 holders.
  • The largest Nuveen Core Equity Alpha Fund buyer in Q3 2025 was Cornerstone Advisors, an estimated $1.94M added.
  • The largest Nuveen Core Equity Alpha Fund seller in Q3 2025 was Advisors Asset Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q3 2025.