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Nuveen Taxable Municipal Income Fund

74 hedge funds and large institutions have $213M invested in Nuveen Taxable Municipal Income Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 14

6% more capital invested

Capital invested by funds: $200M → $213M (+$12.4M)

3.74% more ownership

Funds ownership: 42.22%45.96% (+3.7%)

6% less funds holding

Funds holding: 7974 (-5)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
33
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$60.9M +$123K +7,760 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$32.8M +$1.22M +77,034 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$19.5M +$2.59M +162,971 +16%
EBWM
4
Eagle Bluffs Wealth Management
Missouri
$13.3M +$1.08M +68,343 +9%
UBS Group
5
UBS Group
Switzerland
$10.8M -$487K -30,702 -4%
LSIA
6
LaSalle St. Investment Advisors
Illinois
$9.77M +$9.56M +602,576 New
M&T Bank
7
M&T Bank
New York
$8.68M +$365K +23,010 +4%
Wells Fargo
8
Wells Fargo
California
$8.3M -$1.44M -90,934 -15%
Bank of America
9
Bank of America
North Carolina
$8.11M +$323K +20,386 +4%
Invesco
10
Invesco
Georgia
$4.97M +$110K +6,958 +2%
Ameriprise
11
Ameriprise
Minnesota
$4.86M +$138K +8,686 +3%
LPL Financial
12
LPL Financial
California
$2.91M +$289K +18,202 +11%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$2.53M +$35.1K +2,215 +1%
BAM
14
Broyhill Asset Management
North Carolina
$1.6M -$79.3K -5,000 -5%
GCP
15
Gill Capital Partners
Colorado
$1.37M -$258K -16,268 -16%
Truist Financial
16
Truist Financial
North Carolina
$1.12M -$24.5K -1,544 -2%
SG
17
StoneX Group
New York
$1.08M +$21.8K +1,372 +2%
First Trust Advisors
18
First Trust Advisors
Illinois
$995K +$116K +7,285 +13%
BGAI
19
Bruce G. Allen Investments
Colorado
$921K +$14.7K +926 +2%
WS
20
Wedbush Securities
California
$915K -$93.7K -5,903 -9%
RP
21
Riverbridge Partners
Minnesota
$851K +$11.3K +711 +1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$845K +$40K +2,524 +5%
SWP
23
Stratos Wealth Partners
Ohio
$794K +$43.9K +2,768 +6%
NWMP
24
Noble Wealth Management PBC
Colorado
$715K +$700K +44,090 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$699K +$21.2K +1,339 +3%

NBB Hedge Fund Activity: Q3 2025 in Review

74 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Nuveen Taxable Municipal Income Fund (NBB) for Q3 2025, worth a combined $213M — up 6.2% from $200M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NBB and 5 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 33 added.

The largest buyer was LaSalle St. Investment Advisors, opening a new position worth an estimated $9.56M. The largest seller was MeadowBrook Investment Advisors, exiting entirely with an estimated $4.2M sold.

  • 74 institutional investors held Nuveen Taxable Municipal Income Fund (NBB) as of Q3 2025, down from 79 in Q2 2025.
  • Funds reported $213M of Nuveen Taxable Municipal Income Fund stock for Q3 2025, up 6.2% quarter-over-quarter.
  • 5 funds opened new Nuveen Taxable Municipal Income Fund positions in Q3 2025 and 10 closed out, a net change of -5 holders.
  • The largest Nuveen Taxable Municipal Income Fund buyer in Q3 2025 was LaSalle St. Investment Advisors, an estimated $9.56M added.
  • The largest Nuveen Taxable Municipal Income Fund seller in Q3 2025 was MeadowBrook Investment Advisors, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2025.