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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
HVIA
151
Hudson Valley Investment Advisors
New York
$272K
ACP
152
Aviance Capital Partners
Florida
$271K +$262K +23,829 New
Luther King Capital Management (LKCM)
153
Luther King Capital Management (LKCM)
Texas
$269K
AWM
154
Aberdeen Wealth Management
Illinois
$268K
LCM
155
Leisure Capital Management
California
$267K
FFA
156
Farther Finance Advisors
California
$260K +$4.45K +405 +2%
AWA
157
Arete Wealth Advisors
Illinois
$260K -$8.79K -799 -3%
SF
158
Summit Financial
New Jersey
$255K +$116K +10,514 +89%
VAG
159
VisionPoint Advisory Group
Texas
$251K +$46.7K +4,243 +24%
PAS
160
Park Avenue Securities
New York
$241K -$1.69K -154 -0.7%
PCM
161
Pointe Capital Management
Michigan
$239K
ASN
162
Advisory Services Network
Georgia
$237K
MC
163
Moors & Cabot
Massachusetts
$230K +$22K +2,000 +11%
MA
164
MBA Advisors
Pennsylvania
$228K
NEPWA
165
New England Private Wealth Advisors
Massachusetts
$228K +$110K +10,000 +100%
KCIC
166
Kuhn & Co Investment Counsel
Illinois
$226K +$33K +3,000 +18%
VAM
167
Virtue Asset Management
Illinois
$220K +$212K +19,276 New
SRC
168
Shufro Rose & Co
New York
$218K
IAMOG
169
Investors Asset Management of Georgia
Georgia
$218K +$143 +13 +0.1%
Kovitz Investment Group Partners
170
Kovitz Investment Group Partners
Illinois
$218K +$58.3K +5,300 +39%
MWM
171
Melfa Wealth Management
Massachusetts
$216K
SPC
172
Sigma Planning Corp
Michigan
$216K +$1.68K +153 +0.8%
SAM
173
Seelaus Asset Management
New Jersey
$214K
KeyBank National Association
174
KeyBank National Association
Ohio
$214K
DBIA
175
Dumont & Blake Investment Advisors
New Jersey
$213K +$1.72K +156 +0.8%

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.