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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.27M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$907K |
| 3 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$343K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$332K |
| 5 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$688K |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$498K |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$477K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$199K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$197K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Allworth Financial
Folsom,
California
| $66.8K | – | – | – |
|
52
Comerica Bank
Dallas,
Texas
| $63.3K | – | – | – |
|
|
PA
53
Parallel Advisors
San Francisco,
California
| $41.4K | – | – | – |
|
|
TIM
54
Tortoise Investment Management
White Plains,
New York
| $34.1K | -$82.8K | -9,643 | -72% |
|
|
ASN
55
Advisory Services Network
Atlanta,
Georgia
| $33.2K | +$32K | +3,727 | New |
|
|
WOSD
56
WFA of San Diego
San Diego,
California
| $13.3K | – | – | – |
|
|
FIA
57
FNY Investment Advisers
New York
| $4K | – | – | – |
|
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$199K | -22,980 | Closed |
|
|
CAL
59
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$25K | -2,934 | Closed |
|
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.