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Nuveen New York Quality Municipal Income Fund

56 hedge funds and large institutions have $51.1M invested in Nuveen New York Quality Municipal Income Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $45.7M → $51.1M (+$5.36M)

4% more funds holding

Funds holding: 5456 (+2)

1.72% more ownership

Funds ownership: 12.95%14.67% (+1.7%)

Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
18
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.43M +$1.21M +105,827 +19%
GC
2
Guggenheim Capital
Illinois
$6.65M +$6.29K +548 +0.1%
Bank of America
3
Bank of America
North Carolina
$6.03M +$366K +31,896 +6%
Lido Advisors
4
Lido Advisors
California
$4.76M
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.61M +$1.68M +146,182 +84%
IP
6
Indivisible Partners
Florida
$3.56M +$3.63M +316,078 New
Wells Fargo
7
Wells Fargo
California
$3.41M -$183K -15,953 -5%
HighTower Advisors
8
HighTower Advisors
Illinois
$2.21M +$16.3K +1,423 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.46M -$59.1K -5,148 -4%
Raymond James Financial
10
Raymond James Financial
Florida
$784K +$23.8K +2,079 +3%
LWM
11
Lionshead Wealth Management
New York
$717K
WWM
12
Westwood Wealth Management
California
$717K +$731K +63,700 New
UBS Group
13
UBS Group
Switzerland
$679K +$223K +19,459 +48%
GWMR
14
GC Wealth Management RIA
Massachusetts
$620K +$632K +55,058 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$612K -$192K -16,698 -24%
Osaic Holdings
16
Osaic Holdings
Arizona
$510K +$9.44K +823 +2%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$462K +$34K +2,964 +8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$448K -$42.3K -3,686 -8%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$436K +$157K +13,665 +55%
LPL Financial
20
LPL Financial
California
$413K +$28.7K +2,500 +7%
PI
21
PFG Investments
New York
$373K +$52.7K +4,590 +16%
FNWM
22
Financial Network Wealth Management
Utah
$357K
AC
23
Avestar Capital
New York
$350K -$68.8K -6,000 -16%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$331K +$338K +29,440 New
NW
25
NewEdge Wealth
Pennsylvania
$304K

NAN Hedge Fund Activity: Q4 2025 in Review

56 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Quality Municipal Income Fund (NAN) for Q4 2025, worth a combined $51.1M — up 12% from $45.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NAN positions and 10 closed out — a net gain of 2 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.68M. The largest seller was Ashton Thomas Securities, exiting entirely with an estimated $2.02M sold.

  • 56 institutional investors held Nuveen New York Quality Municipal Income Fund (NAN) as of Q4 2025, up from 54 in Q3 2025.
  • Funds reported $51.1M of Nuveen New York Quality Municipal Income Fund stock for Q4 2025, up 12% quarter-over-quarter.
  • 12 funds opened new Nuveen New York Quality Municipal Income Fund positions in Q4 2025 and 10 closed out, a net change of +2 holders.
  • The largest Nuveen New York Quality Municipal Income Fund buyer in Q4 2025 was Hennion & Walsh Asset Management, an estimated $1.68M added.
  • The largest Nuveen New York Quality Municipal Income Fund seller in Q4 2025 was Ashton Thomas Securities, an estimated $2.02M sold.

Based on aggregated 13F filings for Q4 2025.