We are live on ! Find out more
NCA icon

Nuveen California Municipal Value Fund
NCA

57 hedge funds and large institutions have $66.7M invested in Nuveen California Municipal Value Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

4% more funds holding

Funds holding: 55 → 57 (+2)

5% more capital invested

Capital invested by funds: $63.6M → $66.7M (+$3.08M)

0.5% more ownership

Funds ownership: 22.14% → 22.64% (+0.5%)

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.27M
2
AAM
Advisors Asset Management
Colorado
+$907K
3
AFA
Arlington Financial Advisors
California
+$343K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$332K
5
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$176K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$688K
2
FFA
First Foundation Advisors
California
-$498K
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$477K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$199K
5
Bank of America
Bank of America
North Carolina
-$197K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$242K +$1.06K +123 +0.5%
HighTower Advisors
27
HighTower Advisors
Illinois
$235K +$20.6K +2,400 +10%
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 +$176K +20,500 New
DWM
34
DKM Wealth Management
California
$160K – – –
OPCM
35
Osborne Partners Capital Management
California
$151K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$148K +$3.48K +406 +3%
First Manhattan
37
First Manhattan
New York
$122K – – –
ISFAN
38
Investor's Fiduciary Advisor Network
Washington
$117K – – –
RCM
39
RB Capital Management
Nevada
$114K +$421 +49 +0.4%
FFA
40
Farther Finance Advisors
California
$114K – – –
IC
41
IEQ Capital
California
$112K +$17.2K +2,006 +19%
SL
42
Summitry LLC
California
$111K +$107K +12,500 New
SA
43
Sanctuary Advisors
Indiana
$109K +$1.06K +123 +1%
CFIA
44
Cantor Fitzgerald Investment Advisors
New York
$105K – – –
WGC
45
Watts Gwilliam & Co
Arizona
$104K – – –
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$101K -$12.6K -1,470 -11%
Corient Private Wealth
47
Corient Private Wealth
Florida
$97K – – –
JIR
48
James Investment Research
Ohio
$91K – – –
PI
49
PFG Investments
New York
$90.2K +$884 +103 +1%
GPA
50
Garrison Point Advisors
California
$89K – – –
1
2
3

NCA Hedge Fund Activity: Q3 2025 in Review

57 of the 7,628 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q3 2025, worth a combined $66.7M — up 4.8% from $63.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NCA positions and 2 closed out — a net gain of 2 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $1.27M. The largest seller was 1607 Capital Partners, cutting an estimated $688K.

  • 57 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q3 2025, up from 55 in Q2 2025.
  • Funds reported $66.7M of Nuveen California Municipal Value Fund stock for Q3 2025, up 4.8% quarter-over-quarter.
  • 4 funds opened new Nuveen California Municipal Value Fund positions in Q3 2025 and 2 closed out, a net change of +2 holders.
  • The largest Nuveen California Municipal Value Fund buyer in Q3 2025 was UBS Group, an estimated $1.27M added.
  • The largest Nuveen California Municipal Value Fund seller in Q3 2025 was 1607 Capital Partners, an estimated $688K sold.

Based on aggregated 13F filings for Q3 2025.