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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
SWA
26
Stratos Wealth Advisors
Ohio
$5.05M -$341K -31,465 -6%
EBWM
27
Eagle Bluffs Wealth Management
Missouri
$4.97M +$637K +58,733 +15%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$4.9M -$69.5K -6,412 -1%
Ameriprise
29
Ameriprise
Minnesota
$4.73M +$292K +26,987 +7%
MFG
30
Merit Financial Group
Georgia
$4.67M +$317K +29,223 +7%
Cohen & Steers
31
Cohen & Steers
New York
$4.4M -$206K -19,000 -5%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$4.29M -$6.18M -570,214 -59%
CIA
33
Capital Investment Advisors
Georgia
$4.17M -$120K -11,111 -3%
MPW
34
Melone Private Wealth
Michigan
$3.74M +$1.25M +115,720 +50%
HKAM
35
Horizon Kinetics Asset Management
New York
$3.71M -$45.2K -4,167 -1%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$3.53M +$177K +16,298 +5%
PVM
37
Palogic Value Management
Texas
$3.46M +$367K +33,890 +12%
CWA
38
Cura Wealth Advisors
Illinois
$3.36M +$10.8K +1,000 +0.3%
Osaic Holdings
39
Osaic Holdings
Arizona
$3.2M -$440K -40,571 -12%
Truist Financial
40
Truist Financial
North Carolina
$3.02M +$798K +73,588 +36%
SG
41
StoneX Group
New York
$3.01M +$430K +39,634 +17%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2.92M +$36.2K +3,336 +1%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.91M +$491K +45,295 +20%
EW
44
Evoke Wealth
California
$2.8M +$86.7K +8,000 +3%
CA
45
Cresta Advisors
Texas
$2.8M
KL
46
KIM LLC
Kansas
$2.66M
RCM
47
Robinson Capital Management
Michigan
$2.57M -$636K -58,641 -20%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.38M +$112K +10,328 +5%
Lido Advisors
49
Lido Advisors
California
$2.37M -$25.5K -2,353 -1%
RC
50
Rareview Capital
Nevada
$2.29M -$175K -16,171 -7%

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.