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Nuveen AMT-Free Quality Municipal Income Fund
NEA

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: 318 → 302 (-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: 6 → 3 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$6.72M
2
IP
Intellectus Partners
California
+$1.65M
3
CPC
Congress Park Capital
New York
+$1.54M
4
IA
IFC Advisors
California
+$1.52M
5
LW
Linscomb Wealth
Texas
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$61M
2
RCM
Rivernorth Capital Management
Florida
-$14.9M
3
SIA
Sit Investment Associates
Minnesota
-$9.94M
4
BI
Bramshill Investments
Florida
-$8.91M
5
Morgan Stanley
Morgan Stanley
New York
-$6.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
301
Physician Wealth Advisors
Utah
$1.18K – – –
WTC
302
WhitTier Trust Company
Nevada
$546 – – –
HNB
303
Huntington National Bank
Ohio
$11 – – –
CAM
304
Creekmur Asset Management
Illinois
$6 – – –
Citadel Advisors
305
Citadel Advisors
Florida
– -$3.98M -355,344 Closed
WCMNY
306
Westchester Capital Management (New York)
New York
– -$1.2M -107,111 Closed
COLIM
307
City of London Investment Management
United Kingdom
– -$912K -81,446 Closed
BF
308
bLong Financial
Tennessee
– -$531K -47,417 Closed
HF
309
HRT Financial
New York
– -$391K -34,928 Closed
MG
310
Marex Group
– -$345K -30,801 Closed
Goldman Sachs
311
Goldman Sachs
New York
– -$319K -28,492 Closed
Focus Partners Wealth
312
Focus Partners Wealth
Massachusetts
– -$242K -21,628 Closed
Pathstone Holdings
313
Pathstone Holdings
New Jersey
– -$250K -21,325 Closed
NA
314
Novus Advisors
South Carolina
– -$203K -18,163 Closed
TC
315
TownSquare Capital
Utah
– -$198K -17,655 Closed
SQA
316
Simon Quick Advisors
New Jersey
– -$191K -17,071 Closed
AWS
317
Atria Wealth Solutions
New York
– -$187K -16,679 Closed
LA
318
Legacy Advisors
Pennsylvania
– -$161 -15,364 Closed
OAM
319
Occidental Asset Management
California
– -$163K -14,597 Closed
LWA
320
LifeGoal Wealth Advisors
New York
– -$163K -14,522 Closed
SWM
321
Seed Wealth Management
Illinois
– -$162K -14,500 Closed
CAM
322
Cresset Asset Management
Illinois
– -$152K -13,458 Closed
FFA
323
First Foundation Advisors
California
– -$150K -13,361 Closed
ARC
324
Advisor Resource Council
Texas
– -$146K -13,079 Closed
CMAI
325
Capital Management Associates Inc
Minnesota
– -$143K -12,802 Closed
10 11 12
13
14

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.