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Nuveen California Municipal Value Fund

58 hedge funds and large institutions have $79M invested in Nuveen California Municipal Value Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

11% more capital invested

Capital invested by funds: $71.3M → $79M (+$7.68M)

9% more funds holding

Funds holding: 5358 (+5)

1.39% more ownership

Funds ownership: 24.06%25.45% (+1.4%)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$19.5M +$2.64M +281,718 +16%
Morgan Stanley
2
Morgan Stanley
New York
$15.6M -$121K -12,887 -0.8%
AAM
3
Advisors Asset Management
Colorado
$9.21M -$831K -88,769 -8%
GC
4
Guggenheim Capital
Illinois
$6.54M +$76.8K +8,199 +1%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.97M +$498K +53,204 +14%
LPL Financial
6
LPL Financial
California
$2.69M +$19.7K +2,105 +0.7%
Wells Fargo
7
Wells Fargo
California
$2.55M -$165K -17,627 -6%
RCG
8
Regatta Capital Group
California
$1.72M +$432K +46,195 +34%
Bank of America
9
Bank of America
North Carolina
$1.54M +$546K +58,338 +55%
APWA
10
Atlas Private Wealth Advisors
New Jersey
$1.41M +$603K +64,373 +75%
Raymond James Financial
11
Raymond James Financial
Florida
$1.27M -$5.02K -536 -0.4%
FFA
12
First Foundation Advisors
California
$1.15M +$9.51K +1,016 +0.8%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.08M -$183K -19,549 -15%
MWM
14
Melfa Wealth Management
Massachusetts
$761K
SWP
15
Stratos Wealth Partners
Ohio
$740K +$155K +16,512 +26%
SM
16
Sweeney & Michel
California
$650K +$805 +86 +0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$626K +$159K +16,955 +34%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$572K -$38.9K -4,151 -6%
DWM
19
Ducere Wealth Management
California
$571K
SGWM
20
Sterling Group Wealth Management
California
$506K
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$504K +$503K +53,763 New
GKWIM
22
Gerber Kawasaki Wealth & Investment Management
California
$494K +$301K +32,154 +157%
WS
23
Wedbush Securities
California
$487K +$151K +16,140 +45%
MA
24
Mutual Advisors
Nebraska
$453K +$81.7K +8,731 +22%
AFA
25
Arlington Financial Advisors
California
$375K

NCA Hedge Fund Activity: Q1 2026 in Review

58 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q1 2026, worth a combined $79M — up 11% from $71.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NCA positions and 4 closed out — a net gain of 6 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was UBS Group, adding an estimated $2.64M. The largest seller was Advisors Asset Management, cutting an estimated $831K.

  • 58 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q1 2026, up from 53 in Q4 2025.
  • Funds reported $79M of Nuveen California Municipal Value Fund stock for Q1 2026, up 11% quarter-over-quarter.
  • 10 funds opened new Nuveen California Municipal Value Fund positions in Q1 2026 and 4 closed out, a net change of +6 holders.
  • The largest Nuveen California Municipal Value Fund buyer in Q1 2026 was UBS Group, an estimated $2.64M added.
  • The largest Nuveen California Municipal Value Fund seller in Q1 2026 was Advisors Asset Management, an estimated $831K sold.

Based on aggregated 13F filings for Q1 2026.