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Nuveen California Municipal Value Fund
NCA

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

80% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 10

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

2% more funds holding

Funds holding: 54 → 55 (+1)

0.25% less ownership

Funds ownership: 22.39% → 22.14% (-0.25%)

1% less capital invested

Capital invested by funds: $64.1M → $63.6M (-$489K)

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
APWA
Atlas Private Wealth Advisors
New Jersey
+$578K
2
GC
Guggenheim Capital
Illinois
+$569K
3
Morgan Stanley
Morgan Stanley
New York
+$563K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$309K
5
AAP
Arax Advisory Partners
Colorado
+$212K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$1.23M
2
LSC
Logan Stone Capital
Illinois
-$801K
3
1CP
1607 Capital Partners
Virginia
-$371K
4
LCM
Landscape Capital Management
New Jersey
-$371K
5
UBS Group
UBS Group
Switzerland
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
26
Arax Advisory Partners
Colorado
$217K +$212K +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 +$195K +22,980 New
NL
30
NWAM LLC
Washington
$182K – – –
Creative Planning
31
Creative Planning
Kansas
$180K -$24.3K -2,868 -12%
Osaic Holdings
32
Osaic Holdings
Arizona
$166K +$8.47K +1,000 +6%
DWM
33
DKM Wealth Management
California
$156K – – –
OPCM
34
Osborne Partners Capital Management
California
$148K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$141K +$10.2K +1,200 +8%
First Manhattan
36
First Manhattan
New York
$119K – – –
TIM
37
Tortoise Investment Management
New York
$117K -$111K -13,135 -49%
ISFAN
38
Investor's Fiduciary Advisor Network
Washington
$114K +$112K +13,176 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$111K +$108K +12,800 New
FFA
40
Farther Finance Advisors
California
$111K – – –
RCM
41
RB Capital Management
Nevada
$111K +$423 +50 +0.4%
SA
42
Sanctuary Advisors
Indiana
$105K +$51 +6 +0%
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 +$89.8K +10,604 New
JIR
47
James Investment Research
Ohio
$88.8K – – –
PI
48
PFG Investments
New York
$87.1K +$85K +10,034 New
GPA
49
Garrison Point Advisors
California
$86.8K – – –
AF
50
Allworth Financial
California
$65.1K -$21.2K -2,500 -25%
1
2
3

NCA Hedge Fund Activity: Q2 2025 in Review

55 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q2 2025, worth a combined $63.6M — down 0.76% from $64.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NCA positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 10 trimmed.

The largest buyer was Atlas Private Wealth Advisors, adding an estimated $578K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.23M sold.

  • 55 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q2 2025, up from 54 in Q1 2025.
  • Funds reported $63.6M of Nuveen California Municipal Value Fund stock for Q2 2025, down 0.76% quarter-over-quarter.
  • 7 funds opened new Nuveen California Municipal Value Fund positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest Nuveen California Municipal Value Fund buyer in Q2 2025 was Atlas Private Wealth Advisors, an estimated $578K added.
  • The largest Nuveen California Municipal Value Fund seller in Q2 2025 was Wolverine Asset Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2025.