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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

80 hedge funds and large institutions have $112M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

21% more funds holding

Funds holding: 66 → 80 (+14)

6% more capital invested

Capital invested by funds: $107M → $112M (+$5.97M)

1.76% more ownership

Funds ownership: 16.9% → 18.66% (+1.8%)

Holders
80
Holders Change
+14
Holders Change %
+21.21%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
23
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.17M
2
AAM
Advisors Asset Management
Colorado
+$1.41M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$700K
4
MG
Mather Group
Illinois
+$689K
5
GWM
GK Wealth Management
Nevada
+$688K

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$821K
2
GC
Guggenheim Capital
Illinois
-$417K
3
EW
Evoke Wealth
California
-$127K
4
Creative Planning
Creative Planning
Kansas
-$116K
5
KAS
Kestra Advisory Services
Texas
-$98.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$38.6M +$4.17M +327,733 +11%
AAM
2
Advisors Asset Management
Colorado
$12.8M +$1.41M +111,122 +12%
GC
3
Guggenheim Capital
Illinois
$12.8M -$417K -32,761 -3%
Wells Fargo
4
Wells Fargo
California
$6.75M -$25.6K -2,014 -0.4%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.17M +$426K +33,503 +11%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$3.45M +$254K +20,000 +7%
LPL Financial
7
LPL Financial
California
$3.41M +$257K +20,244 +8%
UBS Group
8
UBS Group
Switzerland
$2.86M -$33.9K -2,666 -1%
DWM
9
DKM Wealth Management
California
$2.53M – – –
Mariner
10
Mariner
Kansas
$1.86M +$36.1K +2,842 +2%
EW
11
Evoke Wealth
California
$1.72M -$127K -9,978 -7%
Ameriprise
12
Ameriprise
Minnesota
$1.25M +$446K +35,071 +50%
Raymond James Financial
13
Raymond James Financial
Florida
$1.22M +$113K +8,853 +9%
WS
14
Wedbush Securities
California
$915K +$205K +16,132 +27%
Allianz Asset Management
15
Allianz Asset Management
Germany
$834K – – –
DADC
16
D.A. Davidson & Co
Montana
$723K +$483K +38,000 +167%
RC
17
Rareview Capital
Nevada
$692K +$496 +39 +0.1%
Bank of America
18
Bank of America
North Carolina
$672K +$282K +22,183 +65%
IWC
19
Integrated Wealth Concepts
Massachusetts
$655K +$700K +55,039 New
MG
20
Mather Group
Illinois
$645K +$689K +54,160 New
DWM
21
DWR Wealth Management
California
$635K +$198K +15,555 +40%
GWM
22
GK Wealth Management
Nevada
$635K +$688K +54,096 New
BAG
23
Bridgewealth Advisory Group
California
$631K +$1.61K +127 +0.2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$572K -$12.3K -968 -2%
BZWA
25
Blue Zone Wealth Advisors
California
$547K -$20.8K -1,636 -3%
1
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NKX Hedge Fund Activity: Q1 2026 in Review

80 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) for Q1 2026, worth a combined $112M — up 5.6% from $107M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NKX positions and 2 closed out — a net gain of 16 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.17M. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $821K sold.

  • 80 institutional investors held Nuveen California AMT-Free Quality Municipal Income Fund (NKX) as of Q1 2026, up from 66 in Q4 2025.
  • Funds reported $112M of Nuveen California AMT-Free Quality Municipal Income Fund stock for Q1 2026, up 5.6% quarter-over-quarter.
  • 18 funds opened new Nuveen California AMT-Free Quality Municipal Income Fund positions in Q1 2026 and 2 closed out, a net change of +16 holders.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund buyer in Q1 2026 was Morgan Stanley, an estimated $4.17M added.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund seller in Q1 2026 was J.W. Cole Advisors, an estimated $821K sold.

Based on aggregated 13F filings for Q1 2026.