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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

66 hedge funds and large institutions have $107M invested in Nuveen California AMT-Free Quality Municipal Income Fund in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 7

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

2% more funds holding

Funds holding: 65 → 66 (+1)

3% more capital invested

Capital invested by funds: $103M → $107M (+$3.37M)

0.22% less ownership

Funds ownership: 17.12% → 16.9% (-0.22%)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$5.68M
2
GC
Guggenheim Capital
Illinois
+$1.39M
3
Wells Fargo
Wells Fargo
California
+$772K
4
Morgan Stanley
Morgan Stanley
New York
+$663K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$369K

Top Sellers

Rank Fund Capital Flow
1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$3.13M
2
MA
MKT Advisors
California
-$517K
3
IWC
Integrated Wealth Concepts
Massachusetts
-$441K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$349K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
MKT Advisors
California
$387K -$517K -40,709 -57%
Creative Planning
27
Creative Planning
Kansas
$383K +$111K +8,771 +40%
LCM
28
Lazari Capital Management
California
$358K – – –
VHAM
29
Van Hulzen Asset Management
California
$355K +$495 +39 +0.1%
PWSG
30
Pacific Wealth Strategies Group
California
$348K – – –
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$314K +$5.79K +456 +2%
CRWM
32
Castle Rock Wealth Management
California
$312K – – –
EFG
33
Ehrlich Financial Group
California
$286K +$1.34K +106 +0.5%
DADC
34
D.A. Davidson & Co
Montana
$284K +$59.7K +4,705 +26%
Comerica Bank
35
Comerica Bank
Texas
$276K +$68.9K +5,428 +32%
Cerity Partners
36
Cerity Partners
New York
$274K -$67.7K -5,332 -19%
Jane Street
37
Jane Street
New York
$273K +$278K +21,931 New
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$271K – – –
MWM
39
Modern Wealth Management
Kansas
$264K – – –
SSWM
40
Strait & Sound Wealth Management
California
$259K -$1.08K -85 -0.4%
Stifel Financial
41
Stifel Financial
Missouri
$248K +$13 +1 +0%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$239K +$68.9K +5,428 +39%
CWP
43
Core Wealth Partners
California
$229K – – –
FCA
44
FLC Capital Advisors
California
$222K – – –
PFA
45
Pure Financial Advisors
California
$213K – – –
PWM
46
Perigon Wealth Management
California
$211K – – –
Osaic Holdings
47
Osaic Holdings
Arizona
$203K -$36.8K -2,899 -15%
SCA
48
Snowden Capital Advisors
New York
$180K +$1.08K +85 +0.6%
FFA
49
Farther Finance Advisors
California
$172K +$40.6K +3,200 +30%
MW
50
Maia Wealth
Colorado
$169K – – –
1
2
3

NKX Hedge Fund Activity: Q4 2025 in Review

66 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) for Q4 2025, worth a combined $107M — up 3.3% from $103M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NKX positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 7 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $5.68M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $3.13M sold.

  • 66 institutional investors held Nuveen California AMT-Free Quality Municipal Income Fund (NKX) as of Q4 2025, up from 65 in Q3 2025.
  • Funds reported $107M of Nuveen California AMT-Free Quality Municipal Income Fund stock for Q4 2025, up 3.3% quarter-over-quarter.
  • 8 funds opened new Nuveen California AMT-Free Quality Municipal Income Fund positions in Q4 2025 and 6 closed out, a net change of +2 holders.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund buyer in Q4 2025 was Advisors Asset Management, an estimated $5.68M added.
  • The largest Nuveen California AMT-Free Quality Municipal Income Fund seller in Q4 2025 was Fiera Capital (Canada), an estimated $3.13M sold.

Based on aggregated 13F filings for Q4 2025.