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Nuveen Taxable Municipal Income Fund

71 hedge funds and large institutions have $203M invested in Nuveen Taxable Municipal Income Fund in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $213M → $203M (-$9.11M)

2.15% less ownership

Funds ownership: 45.96%43.81% (-2.1%)

4% less funds holding

Funds holding: 7471 (-3)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
71
Holders Change
-3
Holders Change %
-4.05%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
23
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$60.5M +$1.23M +76,243 +2%
Morgan Stanley
2
Morgan Stanley
New York
$32.6M +$629K +38,851 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$19.3M +$278K +17,179 +1%
EBWM
4
Eagle Bluffs Wealth Management
Missouri
$13.2M +$345K +21,309 +3%
UBS Group
5
UBS Group
Switzerland
$10.1M -$462K -28,523 -4%
LSIA
6
LaSalle St. Investment Advisors
Illinois
$9.43M -$97.1K -5,993 -1%
Bank of America
7
Bank of America
North Carolina
$8.48M +$596K +36,825 +7%
M&T Bank
8
M&T Bank
New York
$6.22M -$2.29M -141,238 -26%
Wells Fargo
9
Wells Fargo
California
$5.89M -$2.24M -138,514 -27%
Ameriprise
10
Ameriprise
Minnesota
$4.84M +$106K +6,554 +2%
Invesco
11
Invesco
Georgia
$4.58M -$262K -16,157 -5%
LPL Financial
12
LPL Financial
California
$2.5M -$348K -21,516 -12%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$2.44M -$22K -1,358 -0.9%
RP
14
Riverbridge Partners
Minnesota
$2.13M +$1.33M +82,393 +157%
GCP
15
Gill Capital Partners
Colorado
$1.18M -$154K -9,532 -11%
Truist Financial
16
Truist Financial
North Carolina
$1.08M -$3.63K -224 -0.3%
First Trust Advisors
17
First Trust Advisors
Illinois
$1.02M +$53.2K +3,284 +5%
SG
18
StoneX Group
New York
$1.01M -$37.5K -2,318 -3%
BGAI
19
Bruce G. Allen Investments
Colorado
$914K +$17.8K +1,102 +2%
WS
20
Wedbush Securities
California
$864K -$28.5K -1,761 -3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$824K +$1.05K +65 +0.1%
SWP
22
Stratos Wealth Partners
Ohio
$763K -$10.5K -650 -1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$693K +$12.7K +787 +2%
NWMP
24
Noble Wealth Management PBC
Colorado
$681K -$15.7K -970 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$671K +$3.22K +199 +0.5%

NBB Hedge Fund Activity: Q4 2025 in Review

71 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen Taxable Municipal Income Fund (NBB) for Q4 2025, worth a combined $203M — down 4.3% from $213M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NBB and 4 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 23 added.

The largest buyer was Riverbridge Partners, adding an estimated $1.33M. The largest seller was Gridiron Partners, cutting an estimated $6.61M.

  • 71 institutional investors held Nuveen Taxable Municipal Income Fund (NBB) as of Q4 2025, down from 74 in Q3 2025.
  • Funds reported $203M of Nuveen Taxable Municipal Income Fund stock for Q4 2025, down 4.3% quarter-over-quarter.
  • 4 funds opened new Nuveen Taxable Municipal Income Fund positions in Q4 2025 and 7 closed out, a net change of -3 holders.
  • The largest Nuveen Taxable Municipal Income Fund buyer in Q4 2025 was Riverbridge Partners, an estimated $1.33M added.
  • The largest Nuveen Taxable Municipal Income Fund seller in Q4 2025 was Gridiron Partners, an estimated $6.61M sold.

Based on aggregated 13F filings for Q4 2025.