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Nuveen California Quality Municipal Income Fund
NAC

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: 119 → 115 (-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
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$5.33M
2
Morgan Stanley
Morgan Stanley
New York
+$3.98M
3
Bank of America
Bank of America
North Carolina
+$2.7M
4
AAM
Advisors Asset Management
Colorado
+$1.55M
5
Wells Fargo
Wells Fargo
California
+$1.02M

Top Sellers

1
MSL
Mackay Shields LLC
New York
-$18.4M
2
UBS Group
UBS Group
Switzerland
-$4.52M
3
SIA
Sit Investment Associates
Minnesota
-$1.94M
4
RCM
Robinson Capital Management
Michigan
-$1.37M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$607K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
76
First American Trust
California
$219K – – –
PFA
77
Pure Financial Advisors
California
$209K – – –
GKWIM
78
Gerber Kawasaki Wealth & Investment Management
California
$186K +$2.05K +183 +1%
RCM
79
RB Capital Management
Nevada
$184K +$2.84K +253 +2%
MFIM
80
Mesirow Financial Investment Management
Illinois
$182K +$25.6K +2,284 +17%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$182K -$44.3K -3,944 -20%
NAS
82
NWF Advisory Services
California
$180K +$13.1K +1,170 +8%
PWM
83
Perigon Wealth Management
California
$174K – – –
WWM
84
Western Wealth Management
Colorado
$173K – – –
BWMG
85
Barnes Wealth Management Group
California
$172K – – –
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$170K -$140K -12,511 -46%
TSS
87
Two Sigma Securities
New York
$161K +$157K +13,997 New
PA
88
Parallel Advisors
California
$159K – – –
CW
89
CreativeOne Wealth
Kansas
$156K – – –
IFG
90
Independent Financial Group
California
$151K +$909 +81 +0.6%
FWWM
91
Fiscal Wisdom Wealth Management
Connecticut
$140K +$134K +11,901 New
FA
92
Fermata Advisors
California
$132K +$6.73K +600 +6%
RTC
93
Riverview Trust Company
Washington
$122K – – –
SA
94
Strategic Advocates
Utah
$120K – – –
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$115K – – –
SMH
96
Sanders Morris Harris
Texas
$115K +$112K +10,000 New
MCM
97
MAI Capital Management
Ohio
$102K – – –
SAM
98
Smartleaf Asset Management
Massachusetts
$82.2K +$67.4K +6,005 +484%
US Bancorp
99
US Bancorp
Minnesota
$50.6K – – –
GRP
100
Global Retirement Partners
California
$42.4K – – –
1 2 3
4
5

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.