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Nuveen California Municipal Value Fund
NCA

54 hedge funds and large institutions have $64.1M invested in Nuveen California Municipal Value Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

1% more capital invested

Capital invested by funds: $63.7M → $64.1M (+$444K)

0.36% less ownership

Funds ownership: 22.75% → 22.39% (-0.36%)

11% less funds holding

Funds holding: 61 → 54 (-7)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

Holders
54
Holders Change
-7
Holders Change %
-11.48%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
13
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$892K
2
LPL Financial
LPL Financial
California
+$791K
3
WAM
Wolverine Asset Management
Illinois
+$532K
4
AAM
Advisors Asset Management
Colorado
+$495K
5
APWA
Atlas Private Wealth Advisors
New Jersey
+$281K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$2.12M
2
LSC
Logan Stone Capital
Illinois
-$670K
3
AWS
Atria Wealth Solutions
New York
-$533K
4
RAM
Readystate Asset Management
Illinois
-$477K
5
Nomura Holdings
Nomura Holdings
Japan
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
Parallel Advisors
California
$40.2K – – –
FNWM
52
Financial Network Wealth Management
Utah
$26K +$25.7K +2,999 New
CAL
53
Capital Analysts LLC
Pennsylvania
$25K +$163 +19 +0.7%
FIA
54
FNY Investment Advisers
New York
$4K +$4.29K +500 New
RCM
55
Rivernorth Capital Management
Florida
– -$2.12M -251,339 Closed
AWS
56
Atria Wealth Solutions
New York
– -$533K -63,098 Closed
RAM
57
Readystate Asset Management
Illinois
– -$477K -56,459 Closed
Nomura Holdings
58
Nomura Holdings
Japan
– -$342K -40,500 Closed
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
– -$140K -16,617 Closed
HF
60
HRT Financial
New York
– -$129K -15,287 Closed
IC
61
IEQ Capital
California
– -$127K -15,000 Closed
ISFAN
62
Investor's Fiduciary Advisor Network
Washington
– -$85K -10,176 Closed
Bank of New York Mellon
63
Bank of New York Mellon
New York
– -$85.1K -10,071 Closed
VHAM
64
Van Hulzen Asset Management
California
– -$39.2K -4,634 Closed
EC
65
Elequin Capital
New York
– -$39K -4,619 Closed
CJ
66
Caitlin John
Michigan
– -$7.61K -900 Closed
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
– -$279 -33 Closed
1 2
3

NCA Hedge Fund Activity: Q1 2025 in Review

54 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q1 2025, worth a combined $64.1M — up 0.7% from $63.7M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NCA and 6 opened new positions — a net loss of 7 holders — while 13 trimmed existing stakes and 18 added.

The largest buyer was Morgan Stanley, adding an estimated $892K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.12M sold.

  • 54 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q1 2025, down from 61 in Q4 2024.
  • Funds reported $64.1M of Nuveen California Municipal Value Fund stock for Q1 2025, up 0.7% quarter-over-quarter.
  • 6 funds opened new Nuveen California Municipal Value Fund positions in Q1 2025 and 13 closed out, a net change of -7 holders.
  • The largest Nuveen California Municipal Value Fund buyer in Q1 2025 was Morgan Stanley, an estimated $892K added.
  • The largest Nuveen California Municipal Value Fund seller in Q1 2025 was Rivernorth Capital Management, an estimated $2.12M sold.

Based on aggregated 13F filings for Q1 2025.