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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
AA
26
Apriem Advisors
California
$517K +$25.4K +2,000 +5%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$483K – – –
WWM
28
Western Wealth Management
Colorado
$453K +$484K +38,080 New
DI
29
Diligent Investors
California
$429K +$1.11K +87 +0.2%
Jane Street
30
Jane Street
New York
$386K +$134K +10,528 +48%
MCM
31
MAI Capital Management
Ohio
$357K +$382K +30,000 New
Stifel Financial
32
Stifel Financial
Missouri
$348K +$118K +9,316 +47%
MA
33
MKT Advisors
California
$344K -$26.1K -2,051 -7%
LCM
34
Lazari Capital Management
California
$342K – – –
VHAM
35
Van Hulzen Asset Management
California
$338K -$2.3K -181 -0.6%
PWSG
36
Pacific Wealth Strategies Group
California
$333K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$298K +$318K +25,011 New
CRWM
38
Castle Rock Wealth Management
California
$289K – – –
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$283K +$303K +23,791 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$281K -$20.8K -1,637 -6%
EFG
41
Ehrlich Financial Group
California
$274K +$674 +53 +0.2%
Cerity Partners
42
Cerity Partners
New York
$262K – – –
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$259K – – –
Creative Planning
44
Creative Planning
Kansas
$258K -$116K -9,103 -30%
MWM
45
Modern Wealth Management
Kansas
$254K – – –
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$247K +$20.1K +1,584 +8%
SSWM
47
Strait & Sound Wealth Management
California
$235K -$14.2K -1,115 -5%
CWP
48
Core Wealth Partners
California
$219K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$214K +$229K +18,000 New
FCA
50
FLC Capital Advisors
California
$212K – – –
1
2
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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.