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Nuveen AMT-Free Quality Municipal Income Fund

285 hedge funds and large institutions have $655M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 103 increasing their positions, 81 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 81

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.83% less ownership

Funds ownership: 21.4%19.58% (-1.8%)

6% less funds holding

Funds holding: 302285 (-17)

6% less capital invested

Capital invested by funds: $699M → $655M (-$44.3M)

39% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 31

Holders
285
Holders Change
-17
Holders Change %
-5.63%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
103
Reduced
81
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IP
51
Intellectus Partners
California
$1.93M +$180K +16,329 +11%
WAM
52
Wakefield Asset Management
Colorado
$1.87M +$47.8K +4,345 +3%
TWP
53
Tyche Wealth Partners
Texas
$1.85M +$40.6K +3,689 +2%
LWL
54
Leo Wealth LLC
Texas
$1.84M -$520K -47,280 -23%
SC
55
Savant Capital
Illinois
$1.78M -$44K -4,000 -2%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$1.78M +$260K +23,659 +18%
IWA
57
IBEX Wealth Advisors
New Jersey
$1.76M -$10.6K -967 -0.6%
IA
58
IFC Advisors
California
$1.74M +$131K +11,945 +9%
USCWA
59
U.S. Capital Wealth Advisors
Texas
$1.67M -$3.66K -333 -0.2%
SWM
60
Spire Wealth Management
Virginia
$1.57M +$197K +17,945 +15%
SPIA
61
Steward Partners Investment Advisory
New York
$1.56M +$149K +13,519 +11%
KA
62
Kercheville Advisors
Texas
$1.55M +$34.1K +3,104 +2%
Corient Private Wealth
63
Corient Private Wealth
Florida
$1.55M -$386K -35,101 -20%
ITIM
64
Indiana Trust & Investment Management
Indiana
$1.47M -$110K -10,000 -7%
PFA
65
Petra Financial Advisors
Colorado
$1.47M -$18.6K -1,688 -1%
CPL
66
Capital & Planning LLC
Georgia
$1.44M +$11.4K +1,035 +0.8%
MWM
67
Modern Wealth Management
Kansas
$1.43M
P
68
&Partners
Tennessee
$1.41M +$988K +89,790 +267%
JWA
69
JFS Wealth Advisors
Pennsylvania
$1.4M +$990 +90 +0.1%
AHL
70
Abel Hall LLC
Louisiana
$1.37M +$770K +70,000 +140%
BCG
71
Breakwater Capital Group
New Jersey
$1.36M -$250K -22,752 -16%
WB
72
WesBanco Bank
West Virginia
$1.29M +$5.08K +462 +0.4%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$1.28M
AWM
74
Avior Wealth Management
Nebraska
$1.28M +$75.4K +6,860 +7%
CCA
75
Childress Capital Advisors
Texas
$1.22M -$17.8K -1,618 -1%

NEA Hedge Fund Activity: Q3 2025 in Review

285 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q3 2025, worth a combined $655M — down 6.3% from $699M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NEA and 19 opened new positions — a net loss of 12 holders — while 81 trimmed existing stakes and 103 added.

The largest buyer was Gridiron Partners, adding an estimated $11.9M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $27.6M sold.

  • 285 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q3 2025, down from 302 in Q2 2025.
  • Funds reported $655M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q3 2025, down 6.3% quarter-over-quarter.
  • 19 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q3 2025 and 31 closed out, a net change of -12 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q3 2025 was Gridiron Partners, an estimated $11.9M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q3 2025 was Rivernorth Capital Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2025.