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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
RWP
326
RWA Wealth Partners
Massachusetts
-$134K -11,974 Closed
VF
327
Virtu Financial
New York
-$133K -11,865 Closed
KA
328
Kovack Advisors
Florida
-$131K -11,681 Closed
BF
329
BOK Financial
Oklahoma
-$78.4K -7,000 Closed
CWC
330
Carolinas Wealth Consulting
North Carolina
-$38.5K -3,437 Closed
ANBT
331
American National Bank & Trust
Texas
-$37.8K -3,375 Closed
BBPWM
332
Blue Bell Private Wealth Management
Pennsylvania
-$28K -2,501 Closed
TIM
333
Tortoise Investment Management
New York
-$25.2K -2,250 Closed
CCM
334
Coldstream Capital Management
Washington
-$21.2K -1,889 Closed
WAOTB
335
Wealth Advisors of Tampa Bay
Florida
-$20.4K -1,825 Closed
CA
336
Centerpoint Advisors
Massachusetts
-$18K -1,614 Closed
RMP
337
Richards, Merrill & Peterson
Washington
-$17.2K -1,533 Closed
FMTCOCP
338
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$15K -1,347 Closed
KBFS
339
Kohmann Bosshard Financial Services
Ohio
-$11.2K -1,000 Closed
TF
340
Tompkins Financial
New York
-$10.9K -971 Closed
SC
341
Stephens Consulting
Michigan
-$2.95K -263 Closed
BC
342
Barrett & Company
Rhode Island
-$750 -67 Closed
TRCT
343
Tower Research Capital (TRC)
New York
-$381 -34 Closed
MFA
344
McClarren Financial Advisors
Pennsylvania
-$6K -11 Closed

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.