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Nuveen California Municipal Value Fund

55 hedge funds and large institutions have $63.6M invested in Nuveen California Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
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
AAP
26
Arax Advisory Partners
Colorado
$217K
MCM
27
MAI Capital Management
Ohio
$211K
HighTower Advisors
28
HighTower Advisors
Illinois
$208K
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$199K
NL
30
NWAM LLC
Washington
$182K
Creative Planning
31
Creative Planning
Kansas
$180K
Osaic Holdings
32
Osaic Holdings
Arizona
$166K
DWM
33
DKM Wealth Management
California
$156K
OPCM
34
Osborne Partners Capital Management
California
$148K
SPIA
35
Steward Partners Investment Advisory
New York
$141K
First Manhattan
36
First Manhattan
New York
$119K
TIM
37
Tortoise Investment Management
New York
$117K
ISFAN
38
Investor's Fiduciary Advisor Network
Washington
$114K
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$111K
FFA
40
Farther Finance Advisors
California
$111K
RCM
41
RB Capital Management
Nevada
$111K
SA
42
Sanctuary Advisors
Indiana
$105K
CFIA
43
Cantor Fitzgerald Investment Advisors
New York
$102K
WGC
44
Watts Gwilliam & Co
Arizona
$102K
Corient Private Wealth
45
Corient Private Wealth
Florida
$94.6K
IC
46
IEQ Capital
California
$92K
JIR
47
James Investment Research
Ohio
$88.8K
PI
48
PFG Investments
New York
$87.1K
GPA
49
Garrison Point Advisors
California
$86.8K
AF
50
Allworth Financial
California
$65.1K