Nuveen California Municipal Value Fund
NCA
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.
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: 57 → 53 (-4)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
Top Sellers
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.27M |
| 2 |
Morgan Stanley
New York
|
-$1.18M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$702K |
| 4 |
FFA
First Foundation Advisors
Irvine,
California
|
-$340K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$230K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Comerica Bank
Dallas,
Texas
| $63.6K | – | – | – |
|
|
PA
52
Parallel Advisors
San Francisco,
California
| $41.7K | – | – | – |
|
|
WOSD
53
WFA of San Diego
San Diego,
California
| $13.4K | – | – | – |
|
|
1CP
54
1607 Capital Partners
Richmond,
Virginia
| – | -$2.27M | -255,520 | Closed |
|
|
55
Allspring Global Investments
Charlotte,
North Carolina
| – | -$702K | -78,905 | Closed |
|
|
56
US Bancorp
Minneapolis,
Minnesota
| – | -$230K | -25,867 | Closed |
|
|
NL
57
NWAM LLC
Mercer Island,
Washington
| – | -$187K | -20,955 | Closed |
|
|
SL
58
Summitry LLC
Foster City,
California
| – | -$111K | -12,500 | Closed |
|
|
TIM
59
Tortoise Investment Management
White Plains,
New York
| – | -$34.1K | -3,830 | Closed |
|
|
ASN
60
Advisory Services Network
Atlanta,
Georgia
| – | -$33.2K | -3,727 | Closed |
|
|
FIA
61
FNY Investment Advisers
New York
| – | -$4K | -500 | Closed |
|
NCA Hedge Fund Activity: Q4 2025 in Review
53 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen California Municipal Value Fund (NCA) for Q4 2025, worth a combined $71.3M — up 7% from $66.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of NCA and 5 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 17 added.
The largest buyer was UBS Group, adding an estimated $4.5M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $2.27M sold.
- 53 institutional investors held Nuveen California Municipal Value Fund (NCA) as of Q4 2025, down from 57 in Q3 2025.
- Funds reported $71.3M of Nuveen California Municipal Value Fund stock for Q4 2025, up 7% quarter-over-quarter.
- 5 funds opened new Nuveen California Municipal Value Fund positions in Q4 2025 and 8 closed out, a net change of -3 holders.
- The largest Nuveen California Municipal Value Fund buyer in Q4 2025 was UBS Group, an estimated $4.5M added.
- The largest Nuveen California Municipal Value Fund seller in Q4 2025 was 1607 Capital Partners, an estimated $2.27M sold.
Based on aggregated 13F filings for Q4 2025.