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Nuveen California Municipal Value Fund

58 hedge funds and large institutions have $79M invested in Nuveen California Municipal Value Fund in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$19.5M
Morgan Stanley
2
Morgan Stanley
New York
$15.6M
AAM
3
Advisors Asset Management
Colorado
$9.21M
GC
4
Guggenheim Capital
Illinois
$6.54M
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.97M
LPL Financial
6
LPL Financial
California
$2.69M
Wells Fargo
7
Wells Fargo
California
$2.55M
RCG
8
Regatta Capital Group
California
$1.72M
Bank of America
9
Bank of America
North Carolina
$1.54M
APWA
10
Atlas Private Wealth Advisors
New Jersey
$1.41M
Raymond James Financial
11
Raymond James Financial
Florida
$1.27M
FFA
12
First Foundation Advisors
California
$1.15M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.08M
MWM
14
Melfa Wealth Management
Massachusetts
$761K
SWP
15
Stratos Wealth Partners
Ohio
$740K
SM
16
Sweeney & Michel
California
$650K
Osaic Holdings
17
Osaic Holdings
Arizona
$626K
Jones Financial Companies
18
Jones Financial Companies
Missouri
$572K
DWM
19
Ducere Wealth Management
California
$571K
SGWM
20
Sterling Group Wealth Management
California
$506K
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$504K
GKWIM
22
Gerber Kawasaki Wealth & Investment Management
California
$494K
WS
23
Wedbush Securities
California
$487K
MA
24
Mutual Advisors
Nebraska
$453K
AFA
25
Arlington Financial Advisors
California
$375K