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Nuveen California Municipal Value Fund

54 hedge funds and large institutions have $66.6M invested in Nuveen California Municipal Value Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$242K
HighTower Advisors
27
HighTower Advisors
Illinois
$235K
US Bancorp
28
US Bancorp
Minnesota
$230K
AAP
29
Arax Advisory Partners
Colorado
$223K
MCM
30
MAI Capital Management
Ohio
$216K
NL
31
NWAM LLC
Washington
$187K
Creative Planning
32
Creative Planning
Kansas
$184K
GKWIM
33
Gerber Kawasaki Wealth & Investment Management
California
$182K
DWM
34
DKM Wealth Management
California
$160K
OPCM
35
Osborne Partners Capital Management
California
$151K
SPIA
36
Steward Partners Investment Advisory
New York
$148K
First Manhattan
37
First Manhattan
New York
$122K
ISFAN
38
Investor's Fiduciary Advisor Network
Washington
$117K
RCM
39
RB Capital Management
Nevada
$114K
FFA
40
Farther Finance Advisors
California
$114K
IC
41
IEQ Capital
California
$112K
SL
42
Summitry LLC
California
$111K
CFIA
43
Cantor Fitzgerald Investment Advisors
New York
$105K
WGC
44
Watts Gwilliam & Co
Arizona
$104K
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$101K
Corient Private Wealth
46
Corient Private Wealth
Florida
$97K
JIR
47
James Investment Research
Ohio
$91K
PI
48
PFG Investments
New York
$90.2K
GPA
49
Garrison Point Advisors
California
$89K
AF
50
Allworth Financial
California
$66.8K