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Nuveen California AMT-Free Quality Municipal Income Fund

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: 6566 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Tortuga Wealth Management
California
$157K +$160K +12,600 New
MA
52
Mutual Advisors
Nebraska
$154K
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$151K
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$144K +$147K +11,566 New
IFG
55
Independent Financial Group
California
$124K
PPW
56
Pasadena Private Wealth
California
$124K +$127K +10,000 New
PTC
57
Private Trust Company
Ohio
$112K
KAS
58
Kestra Advisory Services
Texas
$98.6K +$101K +7,927 New
HCM
59
Hollencrest Capital Management
California
$48.5K +$49.5K +3,897 New
GSWM
60
Golden State Wealth Management
California
$25.7K
HWP
61
Highline Wealth Partners
California
$6.84K
1IA
62
1620 Investment Advisors
Massachusetts
$6.67K
SAG
63
SageView Advisory Group
California
$6.12K +$6.24K +492 New
WT
64
Whittier Trust
California
$2.5K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$535
Citigroup
66
Citigroup
New York
$37
Fiera Capital (Canada)
67
Fiera Capital (Canada)
Quebec, Canada
-$3.13M -246,772 Closed
IWC
68
Integrated Wealth Concepts
Massachusetts
-$441K -34,770 Closed
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
-$349K -27,511 Closed
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
-$247K -19,513 Closed
Citadel Advisors
71
Citadel Advisors
Florida
-$152K -12,003 Closed
FIA
72
FNY Investment Advisers
New York
-$11K -900 Closed

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.