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Nuveen California AMT-Free Quality Municipal Income Fund

63 hedge funds and large institutions have $103M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
26
Diligent Investors
California
$454K
IWC
27
Integrated Wealth Concepts
Massachusetts
$441K
Bank of America
28
Bank of America
North Carolina
$434K
LCM
29
Lazari Capital Management
California
$364K
VHAM
30
Van Hulzen Asset Management
California
$361K
PWSG
31
Pacific Wealth Strategies Group
California
$355K
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$349K
Cerity Partners
33
Cerity Partners
New York
$347K
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$314K
CRWM
35
Castle Rock Wealth Management
California
$310K
EFG
36
Ehrlich Financial Group
California
$290K
Creative Planning
37
Creative Planning
Kansas
$279K
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$272K
MWM
39
Modern Wealth Management
Kansas
$268K
SSWM
40
Strait & Sound Wealth Management
California
$265K
Stifel Financial
41
Stifel Financial
Missouri
$252K
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$247K
CWP
43
Core Wealth Partners
California
$233K
Osaic Holdings
44
Osaic Holdings
Arizona
$231K
DADC
45
D.A. Davidson & Co
Montana
$229K
FCA
46
FLC Capital Advisors
California
$226K
PFA
47
Pure Financial Advisors
California
$217K
PWM
48
Perigon Wealth Management
California
$215K
Comerica Bank
49
Comerica Bank
Texas
$213K
SCA
50
Snowden Capital Advisors
New York
$183K