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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
TFA
176
Toth Financial Advisory
Virginia
$217K +$1.19K +110 +0.6%
PA
177
PFG Advisors
Arizona
$215K +$25.5K +2,350 +14%
IAMOG
178
Investors Asset Management of Georgia
Georgia
$209K +$141 +13 +0.1%
MA
179
Mezzasalma Advisors
New Jersey
$208K +$3.73K +344 +2%
MWM
180
Melfa Wealth Management
Massachusetts
$207K
SAM
181
Seelaus Asset Management
New Jersey
$205K +$38.5K +3,550 +23%
SPC
182
Sigma Planning Corp
Michigan
$205K +$1.61K +149 +0.8%
KeyBank National Association
183
KeyBank National Association
Ohio
$205K
DBIA
184
Dumont & Blake Investment Advisors
New Jersey
$202K +$2.31K +213 +1%
SFWA
185
Summit Financial Wealth Advisors
Louisiana
$201K -$21.7K -2,000 -10%
MC
186
Moors & Cabot
Massachusetts
$199K
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$198K -$375K -34,580 -66%
VAG
188
VisionPoint Advisory Group
Texas
$195K +$61.8K +5,704 +47%
BHWM
189
Bar Harbor Wealth Management
New Hampshire
$193K
FS
190
Ferguson Shapiro
Georgia
$192K +$3.74K +345 +2%
AWM
191
AE Wealth Management
Kansas
$189K
LJAC
192
L.J. Altfest & Co
New York
$189K +$5.85K +540 +3%
KCIC
193
Kuhn & Co Investment Counsel
Illinois
$184K
HH
194
Hilltop Holdings
Texas
$178K
XT
195
XTX Topco
Cayman Islands
$177K +$176K +16,239 New
SFG
196
Sovereign Financial Group
Connecticut
$175K +$2.86K +264 +2%
AWM
197
Apollon Wealth Management
South Carolina
$173K
RA
198
RFG Advisory
Alabama
$172K +$21.7K +2,000 +15%
CP
199
Camelot Portfolios
Ohio
$168K +$12.1K +1,114 +8%
VCP
200
Verus Capital Partners
Arizona
$164K -$97.5K -9,000 -38%

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.