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Nuveen California Municipal Value Fund

53 hedge funds and large institutions have $71.2M invested in Nuveen California Municipal Value Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
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
HighTower Advisors
26
HighTower Advisors
Illinois
$246K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$245K
Citadel Advisors
28
Citadel Advisors
Florida
$243K
AAP
29
Arax Advisory Partners
Colorado
$224K
MCM
30
MAI Capital Management
Ohio
$217K
SA
31
Sanctuary Advisors
Indiana
$200K
GKWIM
32
Gerber Kawasaki Wealth & Investment Management
California
$183K
Creative Planning
33
Creative Planning
Kansas
$167K
DWM
34
DKM Wealth Management
California
$161K
OPCM
35
Osborne Partners Capital Management
California
$152K
SPIA
36
Steward Partners Investment Advisory
New York
$149K
VF
37
Virtu Financial
New York
$140K
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$140K
IC
39
IEQ Capital
California
$134K
First Manhattan
40
First Manhattan
New York
$122K
ISFAN
41
Investor's Fiduciary Advisor Network
Washington
$117K
RCM
42
RB Capital Management
Nevada
$115K
FFA
43
Farther Finance Advisors
California
$114K
CFIA
44
Cantor Fitzgerald Investment Advisors
New York
$105K
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$101K
Corient Private Wealth
46
Corient Private Wealth
Florida
$97.6K
PI
47
PFG Investments
New York
$91.9K
JIR
48
James Investment Research
Ohio
$91.6K
GPA
49
Garrison Point Advisors
California
$89.5K
AF
50
Allworth Financial
California
$67.1K