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Nuveen California Municipal Value Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 5753 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
17
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$16M +$4.5M +501,505 +39%
Morgan Stanley
2
Morgan Stanley
New York
$15M -$1.18M -131,621 -7%
AAM
3
Advisors Asset Management
Colorado
$9.58M +$2.74M +306,174 +40%
GC
4
Guggenheim Capital
Illinois
$6.17M -$190K -21,239 -3%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.31M +$645K +71,944 +24%
Wells Fargo
6
Wells Fargo
California
$2.59M -$141K -15,780 -5%
LPL Financial
7
LPL Financial
California
$2.55M -$57.2K -6,378 -2%
RCG
8
Regatta Capital Group
California
$1.22M
Raymond James Financial
9
Raymond James Financial
Florida
$1.22M -$44.1K -4,920 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.21M -$51.1K -5,702 -4%
FFA
11
First Foundation Advisors
California
$1.09M -$340K -37,949 -24%
Bank of America
12
Bank of America
North Carolina
$945K +$86K +9,597 +10%
APWA
13
Atlas Private Wealth Advisors
New Jersey
$766K +$51.5K +5,750 +7%
MWM
14
Melfa Wealth Management
Massachusetts
$726K
SM
15
Sweeney & Michel
California
$663K -$61.2K -6,826 -9%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$604K +$31.4K +3,500 +5%
SWP
17
Stratos Wealth Partners
Ohio
$559K +$560K +62,429 New
DWM
18
Ducere Wealth Management
California
$544K +$545K +60,822 New
SGWM
19
Sterling Group Wealth Management
California
$483K
Osaic Holdings
20
Osaic Holdings
Arizona
$446K +$98.4K +10,976 +28%
AFA
21
Arlington Financial Advisors
California
$358K
MA
22
Mutual Advisors
Nebraska
$354K +$1.66K +185 +0.5%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$348K -$17.3K -1,927 -5%
WS
24
Wedbush Securities
California
$320K +$17.9K +2,000 +6%
DADC
25
D.A. Davidson & Co
Montana
$263K +$14.8K +1,650 +6%