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Nuveen California AMT-Free Quality Municipal Income Fund
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Overview Fund Activity

67 hedge funds and large institutions have $86.9M 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, 19 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.04M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$980K
3
BAG
Bridgewealth Advisory Group
California
+$618K
4
VF
Virtu Financial
New York
+$324K
5
Wells Fargo
Wells Fargo
California
+$297K

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$943K
2
M
MYeCFO
California
-$641K
3
GC
Guggenheim Capital
Illinois
-$628K
4
CWS
Cypress Wealth Services
California
-$344K
5
Ameriprise
Ameriprise
Minnesota
-$288K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.7M +$3.04M +257,912 +11%
GC
2
Guggenheim Capital
Illinois
$9.67M -$628K -53,315 -6%
Wells Fargo
3
Wells Fargo
California
$5.72M +$297K +25,223 +5%
AAM
4
Advisors Asset Management
Colorado
$4.59M +$16.5K +1,405 +0.4%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.34M -$7.34K -624 -0.2%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$2.92M -$37.1K -3,150 -1%
LPL Financial
7
LPL Financial
California
$2.68M +$124K +10,516 +5%
DWM
8
DKM Wealth Management
California
$2.5M – – –
UBS Group
9
UBS Group
Switzerland
$2.2M -$238K -20,216 -10%
EW
10
Evoke Wealth
California
$1.8M +$14.7K +1,239 +0.8%
Mariner
11
Mariner
Kansas
$1.8M -$221K -18,764 -11%
Raymond James Financial
12
Raymond James Financial
Florida
$987K +$185K +15,693 +23%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$980K +$980K +83,221 New
JWCA
14
J.W. Cole Advisors
Florida
$965K – – –
MA
15
MKT Advisors
California
$843K – – –
Allianz Asset Management
16
Allianz Asset Management
Germany
$825K – – –
BZWA
17
Blue Zone Wealth Advisors
California
$779K -$47.3K -4,021 -6%
RC
18
Rareview Capital
Nevada
$690K -$58K -4,925 -8%
WS
19
Wedbush Securities
California
$674K +$1.2K +102 +0.2%
NWM
20
Napa Wealth Management
California
$648K -$153K -13,033 -19%
BAG
21
Bridgewealth Advisory Group
California
$618K +$618K +52,479 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$541K +$12.2K +1,034 +2%
AA
23
Apriem Advisors
California
$506K -$2.34K -199 -0.5%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$478K – – –
Bank of America
25
Bank of America
North Carolina
$417K +$8.82K +749 +2%
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