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Nuveen California AMT-Free Quality Municipal Income Fund
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Overview Fund Activity

66 hedge funds and large institutions have $86.7M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
19
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.7M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$980K
3
BAG
3
Bridgewealth Advisory Group
California
$618K
4
VF
4
Virtu Financial
New York
$324K
5
Wells Fargo
5
Wells Fargo
California
$5.72M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$0
2
M
2
MYeCFO
California
$177K
3
GC
3
Guggenheim Capital
Illinois
$9.67M
4
CWS
4
Cypress Wealth Services
California
$0
5
Ameriprise
5
Ameriprise
Minnesota
$391K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.7M 2,695,981 +257,912 +11%
GC
2
Guggenheim Capital
Illinois
$9.67M 821,309 -53,315 -6%
Wells Fargo
3
Wells Fargo
California
$5.72M 486,257 +25,223 +5%
AAM
4
Advisors Asset Management
Colorado
$4.59M 389,784 +1,405 +0.4%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.34M 283,659 -624 -0.2%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$2.92M 248,162 -3,150 -1%
LPL Financial
7
LPL Financial
California
$2.68M 227,772 +10,516 +5%
DWM
8
DKM Wealth Management
California
$2.5M 212,592 – –
UBS Group
9
UBS Group
Switzerland
$2.2M 187,118 -20,216 -10%
EW
10
Evoke Wealth
California
$1.8M 152,002 +1,239 +0.8%
Mariner
11
Mariner
Kansas
$1.8M 152,815 -18,764 -11%
Raymond James Financial
12
Raymond James Financial
Florida
$987K 83,841 +15,693 +23%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$980K 83,221 +83,221 New
JWCA
14
J.W. Cole Advisors
Florida
$965K 82,000 – –
MA
15
MKT Advisors
California
$843K 71,643 – –
Allianz Asset Management
16
Allianz Asset Management
Germany
$825K 70,100 – –
BZWA
17
Blue Zone Wealth Advisors
California
$779K 66,146 -4,021 -6%
RC
18
Rareview Capital
Nevada
$690K 58,648 -4,925 -8%
WS
19
Wedbush Securities
California
$674K 57,286 +102 +0.2%
NWM
20
Napa Wealth Management
California
$648K 55,029 -13,033 -19%
BAG
21
Bridgewealth Advisory Group
California
$618K 52,479 +52,479 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$541K 45,993 +1,034 +2%
AA
23
Apriem Advisors
California
$506K 43,008 -199 -0.5%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$478K 40,618 – –
Bank of America
25
Bank of America
North Carolina
$417K 35,401 +749 +2%
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