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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

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: 65 → 66 (+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
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$5.68M
2
GC
Guggenheim Capital
Illinois
+$1.39M
3
Wells Fargo
Wells Fargo
California
+$772K
4
Morgan Stanley
Morgan Stanley
New York
+$663K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$369K

Top Sellers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$3.13M
2
MA
MKT Advisors
California
-$517K
3
IWC
Integrated Wealth Concepts
Massachusetts
-$441K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$349K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.3M +$663K +52,284 +2%
GC
2
Guggenheim Capital
Illinois
$13.8M +$1.39M +109,771 +11%
AAM
3
Advisors Asset Management
Colorado
$12M +$5.68M +447,711 +87%
Wells Fargo
4
Wells Fargo
California
$7.08M +$772K +60,817 +12%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.94M +$369K +29,101 +10%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$3.36M – – –
LPL Financial
7
LPL Financial
California
$3.31M +$97.6K +7,692 +3%
UBS Group
8
UBS Group
Switzerland
$3.02M +$11.6K +913 +0.4%
DWM
9
DKM Wealth Management
California
$2.64M – – –
EW
10
Evoke Wealth
California
$1.91M +$8.49K +669 +0.4%
Mariner
11
Mariner
Kansas
$1.9M -$40.3K -3,178 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$1.16M +$103K +8,143 +10%
Ameriprise
13
Ameriprise
Minnesota
$873K +$298K +23,448 +50%
Allianz Asset Management
14
Allianz Asset Management
Germany
$872K – – –
JWCA
15
J.W. Cole Advisors
Florida
$821K – – –
WS
16
Wedbush Securities
California
$756K -$67K -5,277 -8%
RC
17
Rareview Capital
Nevada
$692K +$990 +78 +0.1%
BAG
18
Bridgewealth Advisory Group
California
$658K +$3.2K +252 +0.5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$610K +$46K +3,621 +8%
BZWA
20
Blue Zone Wealth Advisors
California
$592K -$135K -10,606 -18%
AA
21
Apriem Advisors
California
$515K +$50.8K +4,000 +11%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$505K – – –
DWM
23
DWR Wealth Management
California
$479K +$489K +38,541 New
DI
24
Diligent Investors
California
$448K +$2.22K +175 +0.5%
Bank of America
25
Bank of America
North Carolina
$427K +$1.17K +92 +0.3%
1
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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.