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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

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

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
PFA
51
Pure Financial Advisors
California
$203K – – –
PWM
52
Perigon Wealth Management
California
$202K – – –
Osaic Holdings
53
Osaic Holdings
Arizona
$191K -$3.12K -245 -2%
MML Investors Services
54
MML Investors Services
Massachusetts
$183K +$196K +15,386 New
TWM
55
Tortuga Wealth Management
California
$174K +$25.4K +2,000 +16%
SCA
56
Snowden Capital Advisors
New York
$173K +$51 +4 +0%
FFA
57
Farther Finance Advisors
California
$166K – – –
MGAM
58
McGowan Group Asset Management
Texas
$165K +$177K +13,894 New
MW
59
Maia Wealth
Colorado
$153K – – –
FF
60
Foronjy Financial
California
$152K +$163K +12,810 New
MA
61
Mutual Advisors
Nebraska
$147K – – –
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$144K – – –
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$138K – – –
MG
64
Marex Group
$125K +$134K +10,510 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$125K +$134K +10,501 New
IFG
66
Independent Financial Group
California
$119K – – –
PPW
67
Pasadena Private Wealth
California
$119K – – –
PTC
68
Private Trust Company
Ohio
$107K – – –
HCM
69
Hollencrest Capital Management
California
$69.3K +$24.5K +1,925 +49%
AssetMark Inc
70
AssetMark Inc
California
$50.2K +$53.6K +4,218 New
PWM
71
Peterson Wealth Management
Nevada
$32.1K +$34.3K +2,696 New
GSWM
72
Golden State Wealth Management
California
$24.6K – – –
WWM
73
Wolff Wiese Magana
California
$17.9K +$19.1K +1,500 New
PCM
74
Penserra Capital Management
California
$13K +$14.6K +1,150 New
FIA
75
FNY Investment Advisers
New York
$10K +$11.4K +900 New
1 2
3
4

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.