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Nuveen Municipal High Income Opportunity Fund

130 hedge funds and large institutions have $189M invested in Nuveen Municipal High Income Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 28

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 126130 (+4)

4% more capital invested

Capital invested by funds: $181M → $189M (+$7.95M)

0.53% more ownership

Funds ownership: 15.11%15.63% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
45
Reduced
28
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.4M +$970K +87,490 +3%
UBS Group
2
UBS Group
Switzerland
$19.9M -$287K -25,867 -1%
GC
3
Guggenheim Capital
Illinois
$16.9M -$490K -44,176 -3%
Raymond James Financial
4
Raymond James Financial
Florida
$10.9M +$1.44M +129,858 +15%
Wells Fargo
5
Wells Fargo
California
$8.77M +$564K +50,876 +7%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$8.33M +$1.57M +141,577 +23%
Bank of America
7
Bank of America
North Carolina
$6.14M +$193K +17,445 +3%
MPW
8
Melone Private Wealth
Michigan
$5.95M +$304K +27,440 +5%
GP
9
Gridiron Partners
Pennsylvania
$4.71M
VanEck Associates
10
VanEck Associates
New York
$4.38M -$923K -83,230 -17%
LPL Financial
11
LPL Financial
California
$4.09M -$207K -18,651 -5%
AWS
12
Atria Wealth Solutions
New York
$3.71M -$33.6K -3,034 -0.9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.6M +$89.7K +8,087 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.93M +$286K +25,765 +11%
HNWAG
15
High Net Worth Advisory Group
Florida
$2.74M -$143K -12,912 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.67M +$24.3K +2,192 +0.9%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.58M +$349K +31,427 +15%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.46M -$53.4K -4,818 -2%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$2.14M +$93.9K +8,465 +5%
PAS
20
Park Avenue Securities
New York
$1.95M -$25.5K -2,299 -1%
PI
21
PFG Investments
New York
$1.88M +$648K +58,426 +51%
KAS
22
Kestra Advisory Services
Texas
$1.78M +$116K +10,442 +7%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.65M -$58.6K -5,280 -3%
SXL
24
Summit X LLC
Missouri
$1.55M +$941K +84,866 +149%
TCM
25
Traynor Capital Management
Pennsylvania
$1.37M -$155K -13,975 -10%

NMZ Hedge Fund Activity: Q1 2025 in Review

130 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal High Income Opportunity Fund (NMZ) for Q1 2025, worth a combined $189M — up 4.4% from $181M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NMZ positions and 13 closed out — a net gain of 5 holders — while 45 added to existing stakes and 28 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.57M. The largest seller was VanEck Associates, cutting an estimated $923K.

  • 130 institutional investors held Nuveen Municipal High Income Opportunity Fund (NMZ) as of Q1 2025, up from 126 in Q4 2024.
  • Funds reported $189M of Nuveen Municipal High Income Opportunity Fund stock for Q1 2025, up 4.4% quarter-over-quarter.
  • 18 funds opened new Nuveen Municipal High Income Opportunity Fund positions in Q1 2025 and 13 closed out, a net change of +5 holders.
  • The largest Nuveen Municipal High Income Opportunity Fund buyer in Q1 2025 was Hennion & Walsh Asset Management, an estimated $1.57M added.
  • The largest Nuveen Municipal High Income Opportunity Fund seller in Q1 2025 was VanEck Associates, an estimated $923K sold.

Based on aggregated 13F filings for Q1 2025.