We are live on ! Find out more
NMI icon

Nuveen Municipal Income

22 hedge funds and large institutions have $10.1M invested in Nuveen Municipal Income in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

1.6% less ownership

Funds ownership: 11.81%10.2% (-1.6%)

10% less capital invested

Capital invested by funds: $11.2M → $10.1M (-$1.11M)

15% less funds holding

Funds holding: 2622 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
8
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.57M +$700K +71,654 +37%
GC
2
Guggenheim Capital
Illinois
$2.09M +$809K +82,770 +64%
1CP
3
1607 Capital Partners
Virginia
$1.02M -$1.8M -184,228 -64%
Morgan Stanley
4
Morgan Stanley
New York
$747K -$31.2K -3,197 -4%
LPL Financial
5
LPL Financial
California
$566K +$22.6K +2,311 +4%
RIL
6
Rothschild Investment LLC
Illinois
$492K
UBS Group
7
UBS Group
Switzerland
$388K -$71.5K -7,312 -16%
FAG
8
Fortitude Advisory Group
Washington
$260K
OIA
9
OneDigital Investment Advisors
Kansas
$248K +$26.2K +2,684 +12%
KAS
10
Kestra Advisory Services
Texas
$241K +$850 +87 +0.4%
Osaic Holdings
11
Osaic Holdings
Arizona
$200K +$16K +1,640 +9%
EE
12
EWG Elevate
California
$200K +$199K +20,370 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$186K +$23.2K +2,371 +14%
Wells Fargo
14
Wells Fargo
California
$143K -$16.2K -1,656 -10%
Ameriprise
15
Ameriprise
Minnesota
$120K
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$114K
WS
17
Wedbush Securities
California
$114K
P
18
&Partners
Tennessee
$113K +$59 +6 +0.1%
PTC
19
Private Trust Company
Ohio
$98.4K
WA
20
WESPAC Advisors
California
$98.4K
SPF
21
South Plains Financial
Texas
$37.8K
FDW
22
Fourth Dimension Wealth
Ohio
$4.56K
WAM
23
Wolverine Asset Management
Illinois
-$775K -82,338 Closed
HWAM
24
Hennion & Walsh Asset Management
New Jersey
-$449K -47,683 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$173K -18,379 Closed

NMI Hedge Fund Activity: Q1 2025 in Review

22 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Income (NMI) for Q1 2025, worth a combined $10.1M — down 10% from $11.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NMI and 1 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 8 added.

The largest buyer was Guggenheim Capital, adding an estimated $809K. The largest seller was 1607 Capital Partners, cutting an estimated $1.8M.

  • 22 institutional investors held Nuveen Municipal Income (NMI) as of Q1 2025, down from 26 in Q4 2024.
  • Funds reported $10.1M of Nuveen Municipal Income stock for Q1 2025, down 10% quarter-over-quarter.
  • 1 fund opened new Nuveen Municipal Income positions in Q1 2025 and 5 closed out, a net change of -4 holders.
  • The largest Nuveen Municipal Income buyer in Q1 2025 was Guggenheim Capital, an estimated $809K added.
  • The largest Nuveen Municipal Income seller in Q1 2025 was 1607 Capital Partners, an estimated $1.8M sold.

Based on aggregated 13F filings for Q1 2025.