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Nuveen California Municipal Value Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 5557 (+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%)

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
20
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.1M +$159K +18,524 +1%
UBS Group
2
UBS Group
Switzerland
$11.5M +$1.27M +147,752 +13%
AAM
3
Advisors Asset Management
Colorado
$6.8M +$907K +105,670 +16%
GC
4
Guggenheim Capital
Illinois
$6.32M -$4.89K -570 -0.1%
Wells Fargo
5
Wells Fargo
California
$2.72M -$2.25K -262 -0.1%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.65M +$332K +38,693 +15%
LPL Financial
7
LPL Financial
California
$2.59M +$27.4K +3,196 +1%
1CP
8
1607 Capital Partners
Virginia
$2.27M -$688K -80,128 -24%
FFA
9
First Foundation Advisors
California
$1.42M -$498K -58,009 -27%
Raymond James Financial
10
Raymond James Financial
Florida
$1.26M +$26.9K +3,132 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.25M -$86.2K -10,048 -7%
RCG
12
Regatta Capital Group
California
$1.22M
Bank of America
13
Bank of America
North Carolina
$854K -$197K -23,004 -19%
MWM
14
Melfa Wealth Management
Massachusetts
$722K
APWA
15
Atlas Private Wealth Advisors
New Jersey
$710K -$182K -21,205 -21%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$702K -$477K -55,621 -41%
SM
17
Sweeney & Michel
California
$676K +$1.18K +138 +0.2%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$558K +$162K +18,831 +42%
SGWM
19
Sterling Group Wealth Management
California
$481K
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$363K +$44.6K +5,198 +15%
AFA
21
Arlington Financial Advisors
California
$356K +$343K +40,000 New
MA
22
Mutual Advisors
Nebraska
$353K +$1.65K +192 +0.5%
Osaic Holdings
23
Osaic Holdings
Arizona
$338K +$169K +19,639 +102%
WS
24
Wedbush Securities
California
$300K +$54.1K +6,300 +23%
DADC
25
D.A. Davidson & Co
Montana
$247K +$6.27K +731 +3%

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.