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Nuveen AMT-Free Quality Municipal Income Fund

302 hedge funds and large institutions have $699M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 113 increasing their positions, 77 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 77

3.44% less ownership

Funds ownership: 24.84%21.4% (-3.4%)

5% less funds holding

Funds holding: 318302 (-16)

16% less capital invested

Capital invested by funds: $832M → $699M (-$133M)

28% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 40

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
302
Holders Change
-16
Holders Change %
-5.03%
% of All Funds
3.98%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
29
Increased
113
Reduced
77
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
251
New England Private Wealth Advisors
Massachusetts
$107K
IWA
252
Icon Wealth Advisors
Texas
$101K +$704 +65 +0.7%
CNBTD
253
Citizens National Bank Trust Department
Mississippi
$100K +$5.42K +500 +6%
Jones Financial Companies
254
Jones Financial Companies
Missouri
$89.4K -$3.46K -319 -4%
BFP
255
Briaud Financial Planning
Texas
$88K
WB
256
Webster Bank
Connecticut
$75.3K
CI
257
CX Institutional
Indiana
$74K
AAS
258
Ameritas Advisory Services
Nebraska
$72.4K +$71.9K +6,630 New
CWIG
259
Chung Wu Investment Group
Texas
$65.5K +$65K +6,000 New
M
260
MOTCO
Texas
$60.8K
FCMT
261
Founders Capital Management (Texas)
Texas
$60.1K
CT
262
Caldwell Trust
Florida
$53.3K
SIC
263
SJS Investment Consulting
Ohio
$51.5K +$997 +92 +2%
MCM
264
MAI Capital Management
Ohio
$51.4K +$444 +41 +0.9%
FIA
265
FNY Investment Advisers
New York
$48K
OLVIG
266
Oliver Lagore Vanvalin Investment Group
Michigan
$46.4K +$44.9K +4,144 New
CPG
267
Cornerstone Planning Group
New Jersey
$40.8K
PSFG
268
Park Square Financial Group
Georgia
$39.6K
PB
269
Pinnacle Bancorp
Nebraska
$38.2K
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$38K -$7.57K -698 -17%
AF
271
Advisornet Financial
Minnesota
$34.8K
TCM
272
Traub Capital Management
Massachusetts
$33.9K +$33.6K +3,100 New
FFO
273
Fortitude Family Office
Arizona
$33.1K +$10.8K +1,000 +49%
FWM
274
FSA Wealth Management
Massachusetts
$32.8K
PTC
275
Private Trust Company
Ohio
$24.4K -$223K -20,594 -90%

NEA Hedge Fund Activity: Q2 2025 in Review

302 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q2 2025, worth a combined $699M — down 16% from $832M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of NEA and 29 opened new positions — a net loss of 11 holders — while 77 trimmed existing stakes and 113 added.

The largest buyer was Rockefeller Capital Management, adding an estimated $6.72M. The largest seller was Karpus Investment Management, cutting an estimated $61M.

  • 302 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q2 2025, down from 318 in Q1 2025.
  • Funds reported $699M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q2 2025, down 16% quarter-over-quarter.
  • 29 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q2 2025 and 40 closed out, a net change of -11 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q2 2025 was Rockefeller Capital Management, an estimated $6.72M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q2 2025 was Karpus Investment Management, an estimated $61M sold.

Based on aggregated 13F filings for Q2 2025.