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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.07M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$992K |
| 3 |
BAG
Bridgewealth Advisory Group
Fresno,
California
|
+$625K |
| 4 |
VF
Virtu Financial
New York
|
+$328K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$301K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$943K |
| 2 |
M
MYeCFO
La Jolla,
California
|
-$649K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$635K |
| 4 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$344K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$291K |
NKX Hedge Fund Activity: Q2 2025 in Review
68 of the 7,613 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.