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Nuveen New York Municipal Value Fund

45 hedge funds and large institutions have $37M invested in Nuveen New York Municipal Value Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

13% more funds holding

Funds holding: 4045 (+5)

7% more capital invested

Capital invested by funds: $34.5M → $37M (+$2.48M)

0.87% more ownership

Funds ownership: 22.12%22.99% (+0.87%)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$133K +$132K +15,584 New
BPWM
27
BCS Private Wealth Management
New Jersey
$128K
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$126K +$7.7K +912 +7%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$122K -$3.29K -389 -3%
CL
30
CIM LLC
New York
$120K
VF
31
Virtu Financial
New York
$113K +$111K +13,195 New
SPIA
32
Steward Partners Investment Advisory
New York
$108K +$5.54K +656 +5%
PFS
33
Prospera Financial Services
Texas
$103K -$54.9K -6,500 -35%
TWP
34
Tyche Wealth Partners
Texas
$97.6K
AC
35
Avestar Capital
New York
$85.6K
PWSG
36
Pacific Wealth Strategies Group
California
$85.6K
IAIM
37
International Assets Investment Management
Florida
$56.4K +$55.6K +6,588 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$48.2K +$659 +78 +1%
GBT
39
Grove Bank & Trust
Florida
$34.3K
EW
40
Elyxium Wealth
California
$26.2K +$25.8K +3,059 New
Corient Private Wealth
41
Corient Private Wealth
Florida
$25.7K +$217K +25,692 New
FHA
42
Flagship Harbor Advisors
Massachusetts
$25.3K +$24.9K +2,949 New
Citigroup
43
Citigroup
New York
$20.5K
Jones Financial Companies
44
Jones Financial Companies
Missouri
$17.1K
SWM
45
Spire Wealth Management
Virginia
$4.45K
RCM
46
Rivernorth Capital Management
Florida
-$950K -114,981 Closed
FIA
47
FNY Investment Advisers
New York
-$2K -300 Closed

NNY Hedge Fund Activity: Q4 2025 in Review

45 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Municipal Value Fund (NNY) for Q4 2025, worth a combined $37M — up 7.2% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NNY positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $1.73M. The largest seller was Tortoise Investment Management, cutting an estimated $1.2M.

  • 45 institutional investors held Nuveen New York Municipal Value Fund (NNY) as of Q4 2025, up from 40 in Q3 2025.
  • Funds reported $37M of Nuveen New York Municipal Value Fund stock for Q4 2025, up 7.2% quarter-over-quarter.
  • 7 funds opened new Nuveen New York Municipal Value Fund positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest Nuveen New York Municipal Value Fund buyer in Q4 2025 was Fiera Capital (Canada), an estimated $1.73M added.
  • The largest Nuveen New York Municipal Value Fund seller in Q4 2025 was Tortoise Investment Management, an estimated $1.2M sold.

Based on aggregated 13F filings for Q4 2025.