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.
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%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$4.17M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.41M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$700K |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$689K |
| 5 |
GWM
GK Wealth Management
Reno,
Nevada
|
+$688K |
Top Sellers
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$821K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$417K |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
-$127K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$116K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$98.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1IA
76
1620 Investment Advisors
Plymouth,
Massachusetts
| $6.38K | – | – | – |
|
|
HWP
77
Highline Wealth Partners
Sherman Oaks,
California
| $6.24K | -$331 | -26 | -5% |
|
|
WT
78
Whittier Trust
South Pasadena,
California
| $2.38K | – | – | – |
|
79
Rockefeller Capital Management
New York
| $512 | – | – | – |
|
80
Citigroup
New York
| $36 | – | – | – |
|
|
JWCA
81
J.W. Cole Advisors
Tampa,
Florida
| – | -$821K | -66,000 | Closed |
|
|
KAS
82
Kestra Advisory Services
Austin,
Texas
| – | -$98.6K | -7,927 | Closed |
|
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.