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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
FMP
276
Financial Management Professionals
Texas
$24.2K +$466 +43 +2%
MA
277
Montag & Associates
Georgia
$23.3K
GRP
278
Global Retirement Partners
California
$22.9K +$22.8K +2,100 New
LFG
279
Larson Financial Group
Missouri
$21.5K +$15.7K +1,447 +279%
SL
280
Salomon & Ludwin
Virginia
$21K
MWM
281
Mascoma Wealth Management
New Hampshire
$17.8K
MM
282
Main Management
California
$17K
AUB
283
Atlantic Union Bankshares
Virginia
$16.9K +$16.8K +1,550 New
OWP
284
ORG Wealth Partners
Texas
$16.6K
HIA
285
Harbor Investment Advisory
Maryland
$16.4K
WA
286
WPG Advisers
Maryland
$16.2K -$21.8K -2,011 -58%
CAL
287
Capital Analysts LLC
Pennsylvania
$16K +$314 +29 +2%
NS
288
NBC Securities
Alabama
$13K
AGWCA
289
Annis Gardner Whiting Capital Advisors
Florida
$12.4K
JP Morgan Chase
290
JP Morgan Chase
New York
$11.7K +$10.8K +995 +1,382%
CBT
291
Crews Bank & Trust
Florida
$11.1K
HNB
292
Hilltop National Bank
Wyoming
$10.4K +$10.3K +948 New
IA
293
IFP Advisors
Florida
$8.26K
PSB
294
Piscataqua Savings Bank
New Hampshire
$7.04K
MFT
295
Moisand Fitzgerald Tamayo
Florida
$6.37K
FHA
296
First Horizon Advisors
Tennessee
$5.46K
EB
297
Eastern Bank
Massachusetts
$5.25K -$25.8K -2,378 -83%
HDIM
298
Hanson & Doremus Investment Management
Vermont
$5K
CAM
299
Costello Asset Management
Pennsylvania
$4.77K +$98 +9 +2%
BWL
300
Bogart Wealth LLC
Virginia
$2.62K

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.