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Nuveen California Municipal Value Fund

53 hedge funds and large institutions have $71.3M invested in Nuveen California Municipal Value Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

7% more capital invested

Capital invested by funds: $66.7M → $71.3M (+$4.66M)

1.43% more ownership

Funds ownership: 22.64%24.06% (+1.4%)

7% less funds holding

Funds holding: 5753 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$246K +$9.96K +1,111 +4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$245K +$1.41K +157 +0.6%
Citadel Advisors
28
Citadel Advisors
Florida
$243K +$244K +27,191 New
AAP
29
Arax Advisory Partners
Colorado
$224K
MCM
30
MAI Capital Management
Ohio
$217K
SA
31
Sanctuary Advisors
Indiana
$200K +$91K +10,153 +83%
Corient Private Wealth
32
Corient Private Wealth
Florida
$195K +$97.7K +10,901 +100%
GKWIM
33
Gerber Kawasaki Wealth & Investment Management
California
$183K
Creative Planning
34
Creative Planning
Kansas
$167K -$18.4K -2,053 -10%
DWM
35
DKM Wealth Management
California
$161K
OPCM
36
Osborne Partners Capital Management
California
$152K
SPIA
37
Steward Partners Investment Advisory
New York
$149K
VF
38
Virtu Financial
New York
$140K +$140K +15,641 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$140K +$140K +15,642 New
IC
40
IEQ Capital
California
$134K +$21.4K +2,390 +19%
First Manhattan
41
First Manhattan
New York
$122K
ISFAN
42
Investor's Fiduciary Advisor Network
Washington
$117K
RCM
43
RB Capital Management
Nevada
$115K +$421 +47 +0.4%
FFA
44
Farther Finance Advisors
California
$114K
CFIA
45
Cantor Fitzgerald Investment Advisors
New York
$105K
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$101K
PI
47
PFG Investments
New York
$91.9K +$1.18K +132 +1%
JIR
48
James Investment Research
Ohio
$91.6K
GPA
49
Garrison Point Advisors
California
$89.5K
AF
50
Allworth Financial
California
$67.1K