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Nuveen California Municipal Value Fund
NCA

Overview Fund Activity

53 hedge funds and large institutions have $63.3M invested in Nuveen California Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APWA
Atlas Private Wealth Advisors
New Jersey
+$592K
2
GC
Guggenheim Capital
Illinois
+$584K
3
Morgan Stanley
Morgan Stanley
New York
+$577K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$316K
5
AAP
Arax Advisory Partners
Colorado
+$217K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$1.23M
2
LSC
Logan Stone Capital
Illinois
-$801K
3
1CP
1607 Capital Partners
Virginia
-$381K
4
LCM
Landscape Capital Management
New Jersey
-$371K
5
UBS Group
UBS Group
Switzerland
-$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
26
Arax Advisory Partners
Colorado
$217K +$217K +25,011 New
MCM
27
MAI Capital Management
Ohio
$211K – – –
HighTower Advisors
28
HighTower Advisors
Illinois
$208K – – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$199K +$199K +22,980 New
NL
30
NWAM LLC
Washington
$182K – – –
Creative Planning
31
Creative Planning
Kansas
$180K -$24.9K -2,868 -12%
DWM
32
DKM Wealth Management
California
$156K – – –
OPCM
33
Osborne Partners Capital Management
California
$148K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$141K +$10.4K +1,200 +8%
First Manhattan
35
First Manhattan
New York
$119K – – –
TIM
36
Tortoise Investment Management
New York
$117K -$114K -13,135 -49%
ISFAN
37
Investor's Fiduciary Advisor Network
Washington
$114K +$114K +13,176 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$111K +$111K +12,800 New
FFA
39
Farther Finance Advisors
California
$111K – – –
RCM
40
RB Capital Management
Nevada
$111K +$434 +50 +0.4%
CFIA
41
Cantor Fitzgerald Investment Advisors
New York
$102K – – –
Corient Private Wealth
42
Corient Private Wealth
Florida
$94.6K – – –
IC
43
IEQ Capital
California
$92K +$92K +10,604 New
JIR
44
James Investment Research
Ohio
$88.8K – – –
PI
45
PFG Investments
New York
$87.1K +$87.1K +10,034 New
GPA
46
Garrison Point Advisors
California
$86.8K – – –
AF
47
Allworth Financial
California
$65.1K -$21.7K -2,500 -25%
Comerica Bank
48
Comerica Bank
Texas
$61.7K – – –
Osaic Holdings
49
Osaic Holdings
Arizona
$55.1K -$98.5K -11,655 -64%
PA
50
Parallel Advisors
California
$40.4K – – –
1
2
3