We are live on ! Find out more
NEA icon

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
JWA
76
JFS Wealth Advisors
Pennsylvania
$1.34M +$954 +88 +0.1%
SWM
77
Spire Wealth Management
Virginia
$1.31M +$356K +32,891 +38%
WB
78
WesBanco Bank
West Virginia
$1.23M +$5.86K +541 +0.5%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$1.23M -$883K -81,501 -42%
CCA
80
Childress Capital Advisors
Texas
$1.18M
AWM
81
Avior Wealth Management
Nebraska
$1.15M +$169K +15,555 +17%
BAM
82
Broyhill Asset Management
North Carolina
$1.08M -$1.46M -134,740 -58%
AIS
83
Accredited Investor Services
Minnesota
$1.05M -$45.8K -4,225 -4%
NW
84
NewEdge Wealth
Pennsylvania
$1.02M -$671K -61,870 -40%
PFS
85
Prospera Financial Services
Texas
$1.01M +$14.1K +1,299 +1%
SWP
86
Stratos Wealth Partners
Ohio
$980K -$19.1K -1,763 -2%
WANY
87
Wealthspire Advisors (New York)
New York
$944K -$417K -38,462 -31%
Creative Planning
88
Creative Planning
Kansas
$935K -$98.7K -9,107 -10%
Mariner
89
Mariner
Kansas
$882K +$42.6K +3,928 +5%
DC
90
Davenport & Co
Virginia
$875K -$31.8K -2,936 -4%
TA
91
Tectonic Advisors
Texas
$868K -$157K -14,514 -15%
DWM
92
Dakota Wealth Management
Florida
$834K -$1.4M -129,528 -63%
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$831K +$44.3K +4,089 +6%
PAG
94
Private Advisor Group
New Jersey
$796K +$268K +24,740 +51%
WA
95
Whipplewood Advisors
Colorado
$782K +$317K +29,245 +69%
UWP
96
Uniting Wealth Partners
Kansas
$773K +$6.86K +633 +0.9%
FCA
97
FLC Capital Advisors
California
$769K
SWM
98
Silverlake Wealth Management
Vermont
$763K +$55.3K +5,107 +8%
NGA
99
Naples Global Advisors
Florida
$751K -$28.1K -2,590 -4%
Jane Street
100
Jane Street
New York
$738K +$491K +45,329 +203%

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.