We are live on ! Find out more
NEA icon

Nuveen AMT-Free Quality Municipal Income Fund

318 hedge funds and large institutions have $832M invested in Nuveen AMT-Free Quality Municipal Income Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 92

6% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 35

2% less funds holding

Funds holding: 324318 (-6)

3.19% less ownership

Funds ownership: 28.03%24.84% (-3.2%)

12% less capital invested

Capital invested by funds: $947M → $832M (-$115M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
318
Holders Change
-6
Holders Change %
-1.85%
% of All Funds
4.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
33
Increased
112
Reduced
92
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$113M +$7.34M +644,248 +7%
KIM
2
Karpus Investment Management
New York
$68.7M -$52.6M -4,616,826 -43%
BI
3
Bramshill Investments
Florida
$46.2M -$2.66M -233,470 -5%
MSL
4
Mackay Shields LLC
New York
$44.8M -$437K -38,362 -0.9%
RCM
5
Rivernorth Capital Management
Florida
$43.8M -$18.1M -1,586,819 -29%
Wells Fargo
6
Wells Fargo
California
$40.3M +$6.89M +604,783 +20%
Raymond James Financial
7
Raymond James Financial
Florida
$22.6M -$512K -44,958 -2%
BlackRock
8
BlackRock
New York
$21.8M
UBS Group
9
UBS Group
Switzerland
$20.2M +$1.05M +91,754 +5%
Bank of America
10
Bank of America
North Carolina
$20.2M +$2.85M +250,580 +16%
SIA
11
Sit Investment Associates
Minnesota
$20M -$8.14M -714,432 -29%
HighTower Advisors
12
HighTower Advisors
Illinois
$16.1M -$1.44M -126,415 -8%
VanEck Associates
13
VanEck Associates
New York
$13.9M -$3.54M -310,866 -20%
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$13.9M -$4.62M -405,397 -25%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$13.4M +$1.21M +106,627 +10%
MGAM
16
McGowan Group Asset Management
Texas
$13M +$511K +44,901 +4%
CPC
17
Congress Park Capital
New York
$13M +$1.01M +88,500 +8%
GC
18
Guggenheim Capital
Illinois
$12.7M +$326K +28,638 +3%
Stifel Financial
19
Stifel Financial
Missouri
$11.5M +$769K +67,488 +7%
LPL Financial
20
LPL Financial
California
$11.4M +$1.72M +150,595 +17%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$10.8M -$1.16M -101,441 -10%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$7.94M +$381K +33,463 +5%
BFF
23
Byrne Financial Freedom
Massachusetts
$7.68M +$474K +41,640 +6%
GCP
24
Gill Capital Partners
Colorado
$6.91M -$479K -42,022 -6%
AAM
25
Advisors Asset Management
Colorado
$6.39M +$8.03K +705 +0.1%

NEA Hedge Fund Activity: Q1 2025 in Review

318 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Quality Municipal Income Fund (NEA) for Q1 2025, worth a combined $832M — down 12% from $947M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of NEA and 33 opened new positions — a net loss of 2 holders — while 92 trimmed existing stakes and 112 added.

The largest buyer was Morgan Stanley, adding an estimated $7.34M. The largest seller was Karpus Investment Management, cutting an estimated $52.6M.

  • 318 institutional investors held Nuveen AMT-Free Quality Municipal Income Fund (NEA) as of Q1 2025, down from 324 in Q4 2024.
  • Funds reported $832M of Nuveen AMT-Free Quality Municipal Income Fund stock for Q1 2025, down 12% quarter-over-quarter.
  • 33 funds opened new Nuveen AMT-Free Quality Municipal Income Fund positions in Q1 2025 and 35 closed out, a net change of -2 holders.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund buyer in Q1 2025 was Morgan Stanley, an estimated $7.34M added.
  • The largest Nuveen AMT-Free Quality Municipal Income Fund seller in Q1 2025 was Karpus Investment Management, an estimated $52.6M sold.

Based on aggregated 13F filings for Q1 2025.