We are live on ! Find out more
NAC icon

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
WTC
101
WhitTier Trust Company
Nevada
$41K
AG
102
AmeriFlex Group
Nevada
$32.2K +$15.7K +1,400 +100%
HWP
103
Highline Wealth Partners
California
$28.8K +$28.1K +2,500 New
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$23K -$90.7K -8,078 -80%
FIA
105
FNY Investment Advisers
New York
$23K
NFSG
106
Newbridge Financial Services Group
Florida
$23K
RIL
107
Rothschild Investment LLC
Illinois
$15.3K +$281 +25 +2%
MG
108
Mather Group
Illinois
$11.7K +$11.4K +1,016 New
SWA
109
SOA Wealth Advisors
New York
$11.2K +$213 +19 +2%
IA
110
IFP Advisors
Florida
$10.3K +$191 +17 +2%
CJ
111
Caitlin John
Michigan
$9.2K +$8.98K +800 New
BL
112
BFSG LLC
California
$6.9K
WOSD
113
WFA of San Diego
California
$5.75K +$561 +50 +11%
Comerica Bank
114
Comerica Bank
Texas
$541
TRCT
115
Tower Research Capital (TRC)
New York
$253 +$247 +22 New
SIA
116
Sit Investment Associates
Minnesota
-$1.94M -173,252 Closed
RCM
117
Robinson Capital Management
Michigan
-$1.37M -122,707 Closed
Citadel Advisors
118
Citadel Advisors
Florida
-$197K -17,654 Closed
AAS
119
Ameritas Advisory Services
Nebraska
-$191K -17,057 Closed
CIA
120
Choate Investment Advisors
Massachusetts
-$168K -15,000 Closed
EE
121
EWG Elevate
California
-$135K -12,100 Closed
KAS
122
Kestra Advisory Services
Texas
-$126K -11,321 Closed
VF
123
Virtu Financial
New York
-$124K -11,115 Closed
PIA
124
Perennial Investment Advisors
California
-$123K -11,012 Closed
BIA
125
Bell Investment Advisors
California
-$1.26K -113 Closed

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.