NCA icon

Nuveen California Municipal Value Fund

52 hedge funds and large institutions have $63.1M invested in Nuveen California Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.6M 1,794,232 +66,469 +4%
UBS Group
2
UBS Group
Switzerland
$9.93M 1,143,697 -35,163 -3%
GC
3
Guggenheim Capital
Illinois
$6.17M 711,069 +67,225 +10%
AAM
4
Advisors Asset Management
Colorado
$5.72M 658,926 +20,803 +3%
1CP
5
1607 Capital Partners
Virginia
$2.91M 335,648 -43,847 -12%
Wells Fargo
6
Wells Fargo
California
$2.66M 305,948 -29,263 -9%
LPL Financial
7
LPL Financial
California
$2.5M 288,325 -5,799 -2%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$2.25M 259,502 +36,460 +16%
FFA
9
First Foundation Advisors
California
$1.89M 217,202 -17,190 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.31M 150,373 +6,110 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$1.2M 138,046 +11,350 +9%
RCG
12
Regatta Capital Group
California
$1.19M 136,682
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$1.17M 134,526
Bank of America
14
Bank of America
North Carolina
$1.03M 118,984 -19,644 -14%
APWA
15
Atlas Private Wealth Advisors
New Jersey
$877K 100,988 +68,256 +209%
MWM
16
Melfa Wealth Management
Massachusetts
$704K 81,101
SM
17
Sweeney & Michel
California
$655K 76,124 +137 +0.2%
SGWM
18
Sterling Group Wealth Management
California
$469K 53,993
Jones Financial Companies
19
Jones Financial Companies
Missouri
$385K 45,131 +17,326 +62%
MA
20
Mutual Advisors
Nebraska
$330K 39,150 +11,300 +41%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$309K 35,621 -2,909 -8%
WS
22
Wedbush Securities
California
$238K 27,464 +500 +2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$235K 27,047 +122 +0.5%
DADC
24
D.A. Davidson & Co
Montana
$234K 26,966 +7,710 +40%
US Bancorp
25
US Bancorp
Minnesota
$225K 25,867