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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
SFS
126
Sowell Financial Services
Arkansas
$434K -$58.6K -5,403 -12%
Northern Trust
127
Northern Trust
Illinois
$413K +$11.5K +1,062 +3%
WWA
128
WCG Wealth Advisors
Nevada
$410K +$186K +17,164 +84%
CSP
129
Cary Street Partners
Virginia
$409K +$406K +37,454 New
Comerica Bank
130
Comerica Bank
Texas
$396K +$10.2K +944 +3%
AC
131
AlphaCore Capital
California
$382K +$18K +1,663 +5%
HAM
132
Harmony Asset Management
Arizona
$372K -$17.8K -1,646 -5%
MSAM
133
Moloney Securities Asset Management
Missouri
$370K +$5.42K +500 +1%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$369K +$9.53K +879 +3%
P
135
&Partners
Tennessee
$367K +$47.5K +4,384 +15%
GEA
136
Glen Eagle Advisors
New Jersey
$364K +$531 +49 +0.1%
SA
137
Sanctuary Advisors
Indiana
$358K +$3.97K +366 +1%
MFA
138
Mayflower Financial Advisors
Massachusetts
$357K
CBA
139
Coastal Bridge Advisors
Connecticut
$357K -$86.1K -7,940 -20%
Financial Engines Advisors
140
Financial Engines Advisors
California
$352K +$37.3K +3,445 +12%
MAM
141
Mystic Asset Management
Rhode Island
$346K
VVP
142
Venture Visionary Partners
Ohio
$326K
CIA
143
Concurrent Investment Advisors
Florida
$323K +$56.4K +5,204 +21%
BIA
144
Barry Investment Advisors
Massachusetts
$323K -$4.53M -418,200 -94%
IFG
145
Independent Financial Group
California
$318K +$10.9K +1,010 +4%
SP
146
Successful Portfolios
Florida
$317K
US Bancorp
147
US Bancorp
Minnesota
$316K
SI
148
Stephens Inc
Arkansas
$314K +$73.2K +6,750 +31%
AAS
149
Avantax Advisory Services
Texas
$305K -$12.5K -1,151 -4%
BAM
150
Belpointe Asset Management
Nevada
$304K +$90.2K +8,320 +43%

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.