We are live on ! Find out more
NKX icon

Nuveen California AMT-Free Quality Municipal Income Fund
NKX

68 hedge funds and large institutions have $87.1M 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, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

3% more funds holding

Funds holding: 66 → 68 (+2)

0.41% more ownership

Funds ownership: 15.15% → 15.56% (+0.41%)

4% less capital invested

Capital invested by funds: $90.7M → $87.1M (-$3.63M)

Holders
68
Holders Change
+2
Holders Change %
+3.03%
% 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
20
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.07M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$992K
3
BAG
Bridgewealth Advisory Group
California
+$625K
4
VF
Virtu Financial
New York
+$328K
5
Wells Fargo
Wells Fargo
California
+$301K

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$943K
2
M
MYeCFO
California
-$649K
3
GC
Guggenheim Capital
Illinois
-$635K
4
CWS
Cypress Wealth Services
California
-$344K
5
Ameriprise
Ameriprise
Minnesota
-$291K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$409K +$107 +9 +0%
DI
27
Diligent Investors
California
$394K +$1.57K +132 +0.4%
Ameriprise
28
Ameriprise
Minnesota
$391K -$291K -24,449 -42%
LCM
29
Lazari Capital Management
California
$339K – – –
VF
30
Virtu Financial
New York
$324K +$328K +27,519 New
VHAM
31
Van Hulzen Asset Management
California
$323K -$12.8K -1,072 -4%
PWSG
32
Pacific Wealth Strategies Group
California
$322K -$25.6K -2,149 -7%
Cerity Partners
33
Cerity Partners
New York
$322K – – –
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$307K -$52.8K -4,435 -15%
Corient Private Wealth
35
Corient Private Wealth
Florida
$289K +$5.96K +500 +2%
CRWM
36
Castle Rock Wealth Management
California
$278K +$60 +5 +0%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$255K +$83.4K +7,000 +48%
Creative Planning
38
Creative Planning
Kansas
$250K +$1.04K +87 +0.4%
MWM
39
Modern Wealth Management
Kansas
$249K +$252K +21,185 New
SSWM
40
Strait & Sound Wealth Management
California
$246K -$12.5K -1,050 -5%
Osaic Holdings
41
Osaic Holdings
Arizona
$234K +$7.28K +611 +3%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$227K – – –
EFG
43
Ehrlich Financial Group
California
$226K +$727 +61 +0.3%
CWP
44
Core Wealth Partners
California
$217K – – –
FCA
45
FLC Capital Advisors
California
$210K – – –
PFA
46
Pure Financial Advisors
California
$201K – – –
Stifel Financial
47
Stifel Financial
Missouri
$200K +$2.38K +200 +1%
PWM
48
Perigon Wealth Management
California
$200K – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$185K +$187K +15,724 New
HF
50
HRT Financial
New York
$179K +$181K +15,229 New
1
2
3

NKX Hedge Fund Activity: Q2 2025 in Review

68 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) for Q2 2025, worth a combined $87.1M — down 4% from $90.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NKX positions and 6 closed out — a net gain of 3 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.07M. The largest seller was Fisher Asset Management, exiting entirely with an estimated $943K sold.

  • 68 institutional investors held Nuveen California AMT-Free Quality Municipal Income Fund (NKX) as of Q2 2025, up from 66 in Q1 2025.
  • Funds reported $87.1M of Nuveen California AMT-Free Quality Municipal Income Fund stock for Q2 2025, down 4% quarter-over-quarter.
  • 9 funds opened new Nuveen California AMT-Free Quality Municipal Income Fund positions in Q2 2025 and 6 closed out, a net change of +3 holders.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund buyer in Q2 2025 was Morgan Stanley, an estimated $3.07M added.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund seller in Q2 2025 was Fisher Asset Management, an estimated $943K sold.

Based on aggregated 13F filings for Q2 2025.