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Nuveen New York Quality Municipal Income Fund
NAN

52 hedge funds and large institutions have $44M invested in Nuveen New York Quality Municipal Income Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

2% more funds holding

Funds holding: 51 → 52 (+1)

5% more capital invested

Capital invested by funds: $42M → $44M (+$2.08M)

0.55% more ownership

Funds ownership: 11.95% → 12.5% (+0.55%)

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWM
Lionshead Wealth Management
New York
+$717K
2
GC
Guggenheim Capital
Illinois
+$379K
3
BCG
Breakwater Capital Group
New Jersey
+$330K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$261K
5
CAM
Cresset Asset Management
Illinois
+$246K

Top Sellers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
-$191K
2
UBS Group
UBS Group
Switzerland
-$179K
3
APWA
Atlas Private Wealth Advisors
New Jersey
-$162K
4
Bank of America
Bank of America
North Carolina
-$119K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$38.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$209K +$206K +18,276 New
LPL Financial
27
LPL Financial
California
$198K +$29.3K +2,600 +18%
AWS
28
Atria Wealth Solutions
New York
$194K -$1.42K -126 -0.7%
MOS
29
MGO One Seven
Ohio
$176K – – –
MML Investors Services
30
MML Investors Services
Massachusetts
$173K +$2.93K +260 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$171K +$49.1K +4,361 +41%
IWA
32
IBEX Wealth Advisors
New Jersey
$170K – – –
SI
33
Stephens Inc
Arkansas
$162K – – –
Ameriprise
34
Ameriprise
Minnesota
$158K +$552 +49 +0.4%
PFS
35
Prospera Financial Services
Texas
$158K +$2.75K +244 +2%
KWA
36
Kingswood Wealth Advisors
California
$148K – – –
Stifel Financial
37
Stifel Financial
Missouri
$148K -$2.81K -250 -2%
OWA
38
Opal Wealth Advisors
New York
$139K +$1.52K +135 +1%
SAM
39
Seelaus Asset Management
New Jersey
$134K +$2.49K +221 +2%
IWC
40
Integrated Wealth Concepts
Massachusetts
$130K – – –
BAM
41
Broyhill Asset Management
North Carolina
$114K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$103K +$5.63K +500 +6%
TF
43
Tompkins Financial
New York
$96.5K – – –
GWSG
44
GPS Wealth Strategies Group
Colorado
$76.2K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$68.6K -$3.41K -303 -5%
GBT
46
Grove Bank & Trust
Florida
$34.2K – – –
ATC
47
Adirondack Trust Company
New York
$33.1K – – –
TIM
48
Tortoise Investment Management
New York
$22.8K -$33K -2,935 -59%
CAL
49
Capital Analysts LLC
Pennsylvania
$10K +$9.39K +834 New
AF
50
Allworth Financial
California
$5.13K – – –
1
2
3

NAN Hedge Fund Activity: Q2 2025 in Review

52 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q2 2025, worth a combined $44M — up 4.9% from $42M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NAN positions and 2 closed out — a net gain of 2 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was Lionshead Wealth Management, opening a new position worth an estimated $717K. The largest seller was Mackay Shields LLC, cutting an estimated $191K.

  • 52 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q2 2025, up from 51 in Q1 2025.
  • Funds reported $44M of Nuveen New York Quality Municipal Income Fund stock for Q2 2025, up 4.9% quarter-over-quarter.
  • 4 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q2 2025 and 2 closed out, a net change of +2 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q2 2025 was Lionshead Wealth Management, an estimated $717K added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q2 2025 was Mackay Shields LLC, an estimated $191K sold.

Based on aggregated 13F filings for Q2 2025.