NCA icon

Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

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
–

Top Buyers

1
APWA
1
Atlas Private Wealth Advisors
New Jersey
$877K
2
GC
2
Guggenheim Capital
Illinois
$6.17M
3
Morgan Stanley
3
Morgan Stanley
New York
$15.6M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.25M
5
AAP
5
Arax Advisory Partners
Colorado
$217K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
LSC
2
Logan Stone Capital
Illinois
$0
3
1CP
3
1607 Capital Partners
Virginia
$2.91M
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
UBS Group
5
UBS Group
Switzerland
$9.93M
Name Market Value Shares Shares
Change 		Shares
Change %
AAP
26
Arax Advisory Partners
Colorado
$217K 25,011 +25,011 New
MCM
27
MAI Capital Management
Ohio
$211K 24,300 – –
HighTower Advisors
28
HighTower Advisors
Illinois
$208K 24,000 – –
NL
29
NWAM LLC
Washington
$182K 20,955 – –
Creative Planning
30
Creative Planning
Kansas
$180K 20,712 -2,868 -12%
DWM
31
DKM Wealth Management
California
$156K 18,000 – –
OPCM
32
Osborne Partners Capital Management
California
$148K 17,000 – –
SPIA
33
Steward Partners Investment Advisory
New York
$141K 16,200 +1,200 +8%
First Manhattan
34
First Manhattan
New York
$119K 13,621 – –
TIM
35
Tortoise Investment Management
New York
$117K 13,473 -13,135 -49%
ISFAN
36
Investor's Fiduciary Advisor Network
Washington
$114K 13,176 +13,176 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$111K 12,800 +12,800 New
FFA
38
Farther Finance Advisors
California
$111K 12,786 – –
RCM
39
RB Capital Management
Nevada
$111K 12,781 +50 +0.4%
CFIA
40
Cantor Fitzgerald Investment Advisors
New York
$102K 11,772 – –
Corient Private Wealth
41
Corient Private Wealth
Florida
$94.6K 10,901 – –
IC
42
IEQ Capital
California
$92K 10,604 +10,604 New
JIR
43
James Investment Research
Ohio
$88.8K 10,230 – –
PI
44
PFG Investments
New York
$87.1K 10,034 +10,034 New
GPA
45
Garrison Point Advisors
California
$86.8K 10,000 – –
AF
46
Allworth Financial
California
$65.1K 7,500 -2,500 -25%
Comerica Bank
47
Comerica Bank
Texas
$61.7K 7,110 – –
Osaic Holdings
48
Osaic Holdings
Arizona
$55.1K 6,522 -11,655 -64%
PA
49
Parallel Advisors
California
$40.4K 4,655 – –
CAL
50
Capital Analysts LLC
Pennsylvania
$25K 2,934 +30 +1%
1
2
3