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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
NW
76
NewEdge Wealth
Pennsylvania
$1.18M +$88K +8,000 +9%
DC
77
Davenport & Co
Virginia
$1.11M +$191K +17,400 +22%
AIS
78
Accredited Investor Services
Minnesota
$1.09M -$6.28K -571 -0.6%
PFS
79
Prospera Financial Services
Texas
$1.08M +$21.6K +1,962 +2%
BAM
80
Broyhill Asset Management
North Carolina
$1.07M -$60.9K -5,536 -6%
Creative Planning
81
Creative Planning
Kansas
$1.06M +$78K +7,088 +8%
CAM
82
Concorde Asset Management
Michigan
$1.05M +$1.01M +91,974 New
SWP
83
Stratos Wealth Partners
Ohio
$1.03M +$8.19K +745 +0.8%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$990K +$270K +24,584 +39%
Mariner
85
Mariner
Kansas
$968K +$46.3K +4,214 +5%
PAG
86
Private Advisor Group
New Jersey
$962K +$128K +11,625 +16%
OC
87
Oppenheimer & Co
New York
$945K +$271K +24,684 +42%
CSP
88
Cary Street Partners
Virginia
$877K +$435K +39,560 +106%
WA
89
Whipplewood Advisors
Colorado
$856K +$39K +3,550 +5%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$856K -$630K -57,296 -43%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$856K -$10.7K -969 -1%
SWM
92
Silverlake Wealth Management
Vermont
$815K +$18.5K +1,683 +2%
FCA
93
FLC Capital Advisors
California
$802K
UWP
94
Uniting Wealth Partners
Kansas
$801K -$9.88K -898 -1%
NGA
95
Naples Global Advisors
Florida
$783K
CC
96
CF Capital
Massachusetts
$779K +$298K +27,104 +66%
BFS
97
Bard Financial Services
Connecticut
$740K
KWM
98
Kingsview Wealth Management
Oregon
$723K +$594 +54 +0.1%
CA
99
CoreCap Advisors
Michigan
$700K -$23.1K -2,100 -3%
SI
100
Stephens Inc
Arkansas
$691K +$351K +31,937 +111%

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.