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Nuveen California Quality Municipal Income Fund

115 hedge funds and large institutions have $223M invested in Nuveen California Quality Municipal Income Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 50 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 23

0.52% less ownership

Funds ownership: 13.92%13.4% (-0.52%)

1% less capital invested

Capital invested by funds: $225M → $223M (-$2M)

3% less funds holding

Funds holding: 119115 (-4)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
50
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$558K
RF
52
RHS Financial
California
$529K -$5.95K -530 -1%
EHC
53
Everett Harris & Co
California
$529K
NL
54
NWAM LLC
Washington
$512K
FFA
55
First Foundation Advisors
California
$507K -$269K -23,977 -35%
MFG
56
Merit Financial Group
Georgia
$482K +$471K +41,956 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$482K +$70.2K +6,259 +18%
IAIM
58
International Assets Investment Management
Florida
$478K
NIWA
59
New Insight Wealth Advisors
California
$474K +$1.12K +100 +0.2%
BCWM
60
Bartlett & Co Wealth Management
Ohio
$472K
CFG
61
Cooper Financial Group
California
$469K -$1.59K -142 -0.3%
NW
62
NewEdge Wealth
Pennsylvania
$461K +$129K +11,500 +42%
BAG
63
Bridgewealth Advisory Group
California
$449K +$2.4K +214 +0.6%
OC
64
Oppenheimer & Co
New York
$419K +$67 +6 +0%
AA
65
Apriem Advisors
California
$417K -$68.5K -6,100 -14%
PFS
66
Prospera Financial Services
Texas
$403K
CWP
67
Core Wealth Partners
California
$371K -$14K -1,250 -4%
SFS
68
Sowell Financial Services
Arkansas
$352K -$3.94K -351 -1%
FFA
69
Farther Finance Advisors
California
$312K +$59.8K +5,327 +24%
CRWM
70
Castle Rock Wealth Management
California
$309K +$26.2K +2,334 +10%
IP
71
Intellectus Partners
California
$289K
MA
72
MKT Advisors
California
$267K
JWCA
73
J.W. Cole Advisors
Florida
$248K
Corient Private Wealth
74
Corient Private Wealth
Florida
$246K -$607K -54,047 -72%
SCA
75
Snowden Capital Advisors
New York
$232K -$5.57K -496 -2%

NAC Hedge Fund Activity: Q3 2025 in Review

115 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Quality Municipal Income Fund (NAC) for Q3 2025, worth a combined $223M — down 0.89% from $225M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NAC and 9 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 50 added.

The largest buyer was Guggenheim Capital, adding an estimated $5.33M. The largest seller was Mackay Shields LLC, cutting an estimated $18.4M.

  • 115 institutional investors held Nuveen California Quality Municipal Income Fund (NAC) as of Q3 2025, down from 119 in Q2 2025.
  • Funds reported $223M of Nuveen California Quality Municipal Income Fund stock for Q3 2025, down 0.89% quarter-over-quarter.
  • 9 funds opened new Nuveen California Quality Municipal Income Fund positions in Q3 2025 and 10 closed out, a net change of -1 holder.
  • The largest Nuveen California Quality Municipal Income Fund buyer in Q3 2025 was Guggenheim Capital, an estimated $5.33M added.
  • The largest Nuveen California Quality Municipal Income Fund seller in Q3 2025 was Mackay Shields LLC, an estimated $18.4M sold.

Based on aggregated 13F filings for Q3 2025.