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Nuveen AMT-Free Quality Municipal Income Fund

318 hedge funds and large institutions have $832M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 92

6% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 35

2% less funds holding

Funds holding: 324318 (-6)

3.19% less ownership

Funds ownership: 28.03%24.84% (-3.2%)

12% less capital invested

Capital invested by funds: $947M → $832M (-$115M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
318
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
4.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
33
Increased
112
Reduced
92
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
Stratos Wealth Advisors
Ohio
$5.53M -$158K -13,879 -3%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$5.09M -$317K -27,836 -6%
BIA
28
Barry Investment Advisors
Massachusetts
$5.02M -$120K -10,539 -2%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$4.76M +$335K +29,428 +7%
Cohen & Steers
30
Cohen & Steers
New York
$4.72M +$56.9K +5,000 +1%
Ameriprise
31
Ameriprise
Minnesota
$4.55M +$201K +17,649 +5%
MFG
32
Merit Financial Group
Georgia
$4.46M +$1.3M +114,281 +40%
EBWM
33
Eagle Bluffs Wealth Management
Missouri
$4.43M -$41.8K -3,666 -0.9%
CIA
34
Capital Investment Advisors
Georgia
$4.4M +$22.5K +1,975 +0.5%
Citadel Advisors
35
Citadel Advisors
Florida
$3.98M +$4.05M +355,344 New
HKAM
36
Horizon Kinetics Asset Management
New York
$3.85M -$11 -1 -0%
Osaic Holdings
37
Osaic Holdings
Arizona
$3.74M +$1.2M +105,703 +46%
CWA
38
Cura Wealth Advisors
Illinois
$3.44M +$72.8K +6,392 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$3.43M -$47.8K -4,195 -1%
RCM
40
Robinson Capital Management
Michigan
$3.29M -$6.49M -569,411 -66%
PVM
41
Palogic Value Management
Texas
$3.17M +$846K +74,313 +36%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2.96M -$39.7K -3,483 -1%
CA
43
Cresta Advisors
Texas
$2.87M -$765K -67,139 -21%
EW
44
Evoke Wealth
California
$2.79M
KL
45
KIM LLC
Kansas
$2.73M
SG
46
StoneX Group
New York
$2.64M +$35.8K +3,142 +1%
BAM
47
Broyhill Asset Management
North Carolina
$2.62M +$5.05K +443 +0.2%
MPW
48
Melone Private Wealth
Michigan
$2.57M +$135K +11,873 +5%
RC
49
Rareview Capital
Nevada
$2.53M -$63.5K -5,578 -2%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.48M +$13.8K +1,209 +0.5%

NEA Hedge Fund Activity: Q1 2025 in Review

318 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2025, worth a combined $832M — down 12% from $947M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of NEA and 33 opened new positions — a net loss of 2 holders — while 92 trimmed existing stakes and 112 added.

The largest buyer was Morgan Stanley, adding an estimated $7.34M. The largest seller was Karpus Investment Management, cutting an estimated $52.6M.

  • 318 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2025, down from 324 in Q4 2024.
  • Funds reported $832M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2025, down 12% quarter-over-quarter.
  • 33 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2025 and 35 closed out, a net change of -2 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2025 was Morgan Stanley, an estimated $7.34M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2025 was Karpus Investment Management, an estimated $52.6M sold.

Based on aggregated 13F filings for Q1 2025.