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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$578K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$569K |
| 3 |
Morgan Stanley
New York
|
+$563K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$309K |
| 5 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.23M |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$801K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$371K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$371K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$298K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Comerica Bank
Dallas,
Texas
| $61.7K | – | – | – |
|
|
PA
52
Parallel Advisors
San Francisco,
California
| $40.4K | – | – | – |
|
|
CAL
53
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $25K | +$254 | +30 | +1% |
|
|
WOSD
54
WFA of San Diego
San Diego,
California
| $13K | +$12.7K | +1,500 | New |
|
|
FIA
55
FNY Investment Advisers
New York
| $4K | – | – | – |
|
|
WAM
56
Wolverine Asset Management
Chicago,
Illinois
| – | -$1.23M | -142,542 | Closed |
|
|
LSC
57
Logan Stone Capital
Chicago,
Illinois
| – | -$801K | -92,578 | Closed |
|
|
LCM
58
Landscape Capital Management
Englewood,
New Jersey
| – | -$371K | -42,914 | Closed |
|
59
Citadel Advisors
Miami,
Florida
| – | -$145K | -16,808 | Closed |
|
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.