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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
AR
201
Apeiron RIA
Texas
$162K
IWC
202
Integrated Wealth Concepts
Massachusetts
$161K -$1.42K -131 -0.9%
RIL
203
Rothschild Investment LLC
Illinois
$158K -$1.48M -136,804 -90%
AA
204
Ancora Advisors
Ohio
$158K -$5.37K -495 -3%
MOS
205
MGO One Seven
Ohio
$156K -$24.3K -2,242 -14%
CRC
206
Curi RMB Capital
Illinois
$155K
KPWS
207
Kestra Private Wealth Services
Texas
$154K +$15.1K +1,397 +11%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$152K -$11K -1,015 -7%
SS
209
Sunbelt Securities
Texas
$151K -$1.58K -146 -1%
Kovitz Investment Group Partners
210
Kovitz Investment Group Partners
Illinois
$150K -$2.03M -187,735 -93%
CSF
211
Capital Squared Financial
Maryland
$149K +$148K +13,629 New
Fisher Asset Management
212
Fisher Asset Management
Washington
$148K +$147K +13,575 New
WP
213
Wealthspan Partners
Iowa
$147K
CJ
214
Caitlin John
Michigan
$147K +$146K +13,450 New
IWS
215
Insight Wealth Strategies
California
$146K +$3.78K +349 +3%
NFG
216
Nations Financial Group
Iowa
$145K +$1.53K +141 +1%
LMKC
217
L.M. Kohn & Company
Ohio
$144K
HCM
218
Hollencrest Capital Management
California
$143K
SWA
219
SFMG Wealth Advisors
Texas
$142K
VCM
220
Vivaldi Capital Management
Illinois
$142K -$18.4K -1,700 -12%
Brown Advisory
221
Brown Advisory
Maryland
$138K +$137K +12,650 New
WMA
222
Wealth Management Associates
New Jersey
$136K -$12.6K -1,160 -9%
PGF
223
Plan Group Financial
Oklahoma
$134K +$133K +12,281 New
SCA
224
SMH Capital Advisors
Texas
$133K +$3.06K +282 +2%
NSIM
225
North Star Investment Management
Illinois
$133K

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.