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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Overview Fund Activity

67 hedge funds and large institutions have $86.9M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
18
Closed
6
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 Holding Trade Value Shares
Change 		Shares
Change %
IWC
26
Integrated Wealth Concepts
Massachusetts
$409K +$106 +9 +0%
DI
27
Diligent Investors
California
$394K +$1.55K +132 +0.4%
Ameriprise
28
Ameriprise
Minnesota
$391K -$288K -24,449 -42%
LCM
29
Lazari Capital Management
California
$339K – – –
VF
30
Virtu Financial
New York
$324K +$324K +27,519 New
VHAM
31
Van Hulzen Asset Management
California
$323K -$12.6K -1,072 -4%
PWSG
32
Pacific Wealth Strategies Group
California
$322K -$24.7K -2,149 -7%
Cerity Partners
33
Cerity Partners
New York
$322K – – –
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$307K -$52.2K -4,435 -15%
Corient Private Wealth
35
Corient Private Wealth
Florida
$289K +$5.89K +500 +2%
CRWM
36
Castle Rock Wealth Management
California
$278K +$57 +5 +0%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$255K +$82.5K +7,000 +48%
Creative Planning
38
Creative Planning
Kansas
$250K +$1.02K +87 +0.4%
MWM
39
Modern Wealth Management
Kansas
$249K +$249K +21,185 New
SSWM
40
Strait & Sound Wealth Management
California
$246K -$12.4K -1,050 -5%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$227K – – –
EFG
42
Ehrlich Financial Group
California
$226K +$718 +61 +0.3%
CWP
43
Core Wealth Partners
California
$217K – – –
FCA
44
FLC Capital Advisors
California
$210K – – –
PFA
45
Pure Financial Advisors
California
$201K – – –
Stifel Financial
46
Stifel Financial
Missouri
$200K +$2.35K +200 +1%
PWM
47
Perigon Wealth Management
California
$200K – – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$185K +$185K +15,724 New
HF
49
HRT Financial
New York
$179K +$179K +15,229 New
M
50
MYeCFO
California
$177K -$641K -54,500 -78%
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