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Nuveen California Quality Municipal Income Fund

125 hedge funds and large institutions have $266M invested in Nuveen California Quality Municipal Income Fund in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

19% more capital invested

Capital invested by funds: $223M → $266M (+$43.4M)

9% more funds holding

Funds holding: 115125 (+10)

1.94% more ownership

Funds ownership: 13.4%15.34% (+1.9%)

Holders
125
Holders Change
+10
Holders Change %
+8.7%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
43
Reduced
27
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.7M +$16.3M +1,376,202 +37%
GC
2
Guggenheim Capital
Illinois
$34.7M +$7.72M +653,333 +29%
Wells Fargo
3
Wells Fargo
California
$23.6M +$7.27M +615,058 +45%
AAM
4
Advisors Asset Management
Colorado
$15.9M +$5.56M +469,939 +53%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$14.1M +$15.8K +1,336 +0.1%
UBS Group
6
UBS Group
Switzerland
$13.2M -$669K -56,585 -5%
Bank of America
7
Bank of America
North Carolina
$9.86M +$1.17M +99,377 +14%
LPL Financial
8
LPL Financial
California
$6.61M +$628K +53,098 +10%
Mariner
9
Mariner
Kansas
$6.43M -$84.6K -7,156 -1%
Allianz Asset Management
10
Allianz Asset Management
Germany
$5.62M
Jane Street
11
Jane Street
New York
$4.89M +$4M +338,370 +449%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$4.87M +$413K +34,971 +9%
IP
13
Ignite Planners
California
$4.27M +$322K +27,247 +8%
EW
14
Evoke Wealth
California
$3M +$45.4K +3,839 +2%
Ameriprise
15
Ameriprise
Minnesota
$2.85M +$950K +80,389 +50%
SA
16
Sanctuary Advisors
Indiana
$2.85M +$127K +10,780 +5%
SEP
17
Southland Equity Partners
Missouri
$2.43M +$627K +53,050 +35%
WT
18
Whittier Trust
California
$2.38M +$1.29M +109,014 +119%
PI
19
PFG Investments
New York
$2.23M +$10.3K +872 +0.5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.2M +$361K +30,564 +20%
OIA
21
OneDigital Investment Advisors
Kansas
$1.96M +$112K +9,461 +6%
Raymond James Financial
22
Raymond James Financial
Florida
$1.94M +$144K +12,144 +8%
DTC
23
Davidson Trust Company
Washington
$1.75M
DWM
24
DKM Wealth Management
California
$1.68M
DADC
25
D.A. Davidson & Co
Montana
$1.48M +$22.7K +1,918 +2%