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Nuveen California Quality Municipal Income Fund

119 hedge funds and large institutions have $225M invested in Nuveen California Quality Municipal Income Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 28

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 118119 (+1)

1.53% less ownership

Funds ownership: 15.45%13.92% (-1.5%)

10% less capital invested

Capital invested by funds: $251M → $225M (-$26.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
43
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$542K -$14.4K -1,321 -3%
HighTower Advisors
52
HighTower Advisors
Illinois
$542K +$6.11K +560 +1%
RF
53
RHS Financial
California
$520K -$37.3K -3,419 -7%
EHC
54
Everett Harris & Co
California
$514K
NL
55
NWAM LLC
Washington
$497K +$15.1K +1,385 +3%
IAIM
56
International Assets Investment Management
Florida
$476K +$54.5K +5,000 +13%
AA
57
Apriem Advisors
California
$473K -$16.4K -1,500 -3%
NIWA
58
New Insight Wealth Advisors
California
$459K -$205K -18,775 -31%
BCWM
59
Bartlett & Co Wealth Management
Ohio
$458K
CFG
60
Cooper Financial Group
California
$457K +$6.54K +600 +1%
BAG
61
Bridgewealth Advisory Group
California
$434K +$423K +38,828 New
OC
62
Oppenheimer & Co
New York
$407K +$81.3K +7,456 +26%
IWC
63
Integrated Wealth Concepts
Massachusetts
$398K
PFS
64
Prospera Financial Services
Texas
$391K +$382K +35,000 New
CWP
65
Core Wealth Partners
California
$374K
SFS
66
Sowell Financial Services
Arkansas
$346K +$938 +86 +0.3%
EWA
67
EP Wealth Advisors
California
$306K +$171K +15,714 +135%
NW
68
NewEdge Wealth
Pennsylvania
$305K
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$304K -$81.1K -7,437 -21%
IP
70
Intellectus Partners
California
$281K +$125K +11,500 +85%
CRWM
71
Castle Rock Wealth Management
California
$267K
MA
72
MKT Advisors
California
$259K
FFA
73
Farther Finance Advisors
California
$244K
JWCA
74
J.W. Cole Advisors
Florida
$241K
SCA
75
Snowden Capital Advisors
New York
$231K -$38.1K -3,496 -15%

NAC Hedge Fund Activity: Q2 2025 in Review

119 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q2 2025, worth a combined $225M — down 10% from $251M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NAC positions and 13 closed out — a net gain of 1 holder — while 43 added to existing stakes and 28 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.27M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $15.5M sold.

  • 119 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q2 2025, up from 118 in Q1 2025.
  • Funds reported $225M of Nuveen California Quality Municipal Income Fund stock for Q2 2025, down 10% quarter-over-quarter.
  • 14 funds opened new Nuveen California Quality Municipal Income Fund positions in Q2 2025 and 13 closed out, a net change of +1 holder.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q2 2025 was Guggenheim Capital, an estimated $2.27M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q2 2025 was Rivernorth Capital Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2025.