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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
CSF
201
Capital Squared Financial
Maryland
$158K +$2.54K +231 +2%
PGF
202
Plan Group Financial
Oklahoma
$155K +$14.4K +1,307 +11%
ATPW
203
Ashton Thomas Private Wealth
Arizona
$154K +$148K +13,500 New
WP
204
Wealthspan Partners
Iowa
$154K
IWS
205
Insight Wealth Strategies
California
$153K +$1.97K +179 +1%
TFA
206
Toth Financial Advisory
Virginia
$150K -$73.1K -6,645 -33%
BP
207
BWM Planning
Texas
$150K +$145K +13,154 New
HCM
208
Hollencrest Capital Management
California
$150K
SWA
209
SFMG Wealth Advisors
Texas
$149K
WS
210
Wedbush Securities
California
$148K +$12.4K +1,124 +9%
LSIA
211
LaSalle St. Investment Advisors
Illinois
$144K +$139K +12,676 New
PCM
212
Permanent Capital Management
Illinois
$142K +$137K +12,416 New
SCA
213
SMH Capital Advisors
Texas
$142K
WMA
214
Wealth Management Associates
New Jersey
$142K +$506 +46 +0.4%
CNBTD
215
Citizens National Bank Trust Department
Mississippi
$141K +$35.2K +3,200 +35%
NSIM
216
North Star Investment Management
Illinois
$139K
SCA
217
Snowden Capital Advisors
New York
$138K
STA
218
Summit Trail Advisors
New York
$137K +$2.35K +214 +2%
CIAS
219
Capital Investment Advisory Services
North Carolina
$135K -$136K -12,326 -51%
CCFM
220
Clear Creek Financial Management
Washington
$135K +$130K +11,828 New
MWM
221
Manske Wealth Management
Texas
$133K
UFA
222
Uptown Financial Advisors
Texas
$131K
PAS
223
PKS Advisory Services
New York
$130K -$6.64K -604 -5%
TCWM
224
Total Clarity Wealth Management
Illinois
$129K
NFG
225
Nations Financial Group
Iowa
$129K -$22.1K -2,005 -15%

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.