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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
AllianceBernstein
151
AllianceBernstein
Tennessee
$299K
First Trust Advisors
152
First Trust Advisors
Illinois
$284K -$2.24K -207 -0.8%
FFA
153
Founders Financial Alliance
North Carolina
$281K +$4.8K +443 +2%
FAG
154
Fortitude Advisory Group
Washington
$281K +$35.8K +3,302 +15%
EW
155
Element Wealth
Mississippi
$277K
MML Investors Services
156
MML Investors Services
Massachusetts
$273K +$20.1K +1,858 +8%
GF
157
Gries Financial
Ohio
$271K
AF
158
Allworth Financial
California
$266K +$187K +17,281 +244%
CIAS
159
Capital Investment Advisory Services
North Carolina
$264K +$135K +12,471 +106%
DSC
160
Duncker Streett & Co
Missouri
$262K +$260K +24,000 New
HVIA
161
Hudson Valley Investment Advisors
New York
$261K
AWA
162
Arete Wealth Advisors
Illinois
$258K +$43 +4 +0%
Luther King Capital Management (LKCM)
163
Luther King Capital Management (LKCM)
Texas
$258K
AWM
164
Aberdeen Wealth Management
Illinois
$257K
LCM
165
Leisure Capital Management
California
$256K +$10.8K +1,000 +4%
GLA
166
Good Life Advisors
Pennsylvania
$247K +$1.73K +160 +0.7%
FFA
167
Farther Finance Advisors
California
$245K +$217K +20,000 +814%
BCA
168
Bay Colony Advisors
Massachusetts
$237K +$20.2K +1,868 +9%
PAS
169
Park Avenue Securities
New York
$233K +$231K +21,322 New
SIC
170
Salem Investment Counselors
North Carolina
$232K +$229K +21,088 New
GWM
171
Geneos Wealth Management
Colorado
$230K -$476K -43,907 -68%
PCM
172
Pointe Capital Management
Michigan
$229K
ASN
173
Advisory Services Network
Georgia
$223K +$18.4K +1,699 +9%
MA
174
MBA Advisors
Pennsylvania
$218K
SRC
175
Shufro Rose & Co
New York
$218K

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.