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Nuveen New York AMT-Free Quality Municipal Income Fund

95 hedge funds and large institutions have $195M invested in Nuveen New York AMT-Free Quality Municipal Income Fund in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

6% more funds holding

Funds holding: 9095 (+5)

5.4% less ownership

Funds ownership: 27.36%21.96% (-5.4%)

17% less capital invested

Capital invested by funds: $237M → $195M (-$41.2M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
95
Holders Change
+5
Holders Change %
+5.56%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
28
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
51
Williams Jones Wealth Management
New York
$255K
BPWM
52
BCS Private Wealth Management
New Jersey
$253K
OWA
53
Opal Wealth Advisors
New York
$243K
MC
54
Mathes Company
New York
$235K +$9.65K +1,000 +5%
FFG
55
Frisch Financial Group
New York
$177K +$12.5K +1,297 +8%
CCFM
56
Clear Creek Financial Management
Washington
$171K
PA
57
Pinnacle Associates
New York
$170K
SPIA
58
Steward Partners Investment Advisory
New York
$161K +$62.7K +6,500 +70%
CL
59
Choreo LLC
Illinois
$156K +$147K +15,211 New
BCG
60
Breakwater Capital Group
New Jersey
$156K +$148K +15,290 New
MC
61
Moors & Cabot
Massachusetts
$152K -$8.69K -900 -6%
P
62
&Partners
Tennessee
$129K +$6.62K +686 +6%
EAM
63
Everstar Asset Management
North Carolina
$126K -$1.1K -114 -0.9%
SWM
64
Spire Wealth Management
Virginia
$126K
KA
65
Kercheville Advisors
Texas
$124K +$117K +12,145 New
MCCA
66
Mill Creek Capital Advisors
Pennsylvania
$124K
TIAA Trust, National Association
67
TIAA Trust, National Association
North Carolina
$123K +$116K +12,016 New
MG
68
Marex Group
$122K +$116K +12,000 New
Lazard Asset Management
69
Lazard Asset Management
New York
$120K +$114K +11,800 New
IWA
70
IBEX Wealth Advisors
New Jersey
$116K
Creative Planning
71
Creative Planning
Kansas
$115K
AIS
72
Accredited Investor Services
Minnesota
$109K +$104K +10,731 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$107K +$101K +10,473 New
PAG
74
Private Advisor Group
New Jersey
$102K +$96.9K +10,037 New
WANY
75
Wealthspire Advisors (New York)
New York
$72.9K -$60.7K -6,286 -47%

NRK Hedge Fund Activity: Q3 2025 in Review

95 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) for Q3 2025, worth a combined $195M — down 17% from $237M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NRK positions and 8 closed out — a net gain of 8 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.8M. The largest seller was Karpus Investment Management, cutting an estimated $55.9M.

  • 95 institutional investors held Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) as of Q3 2025, up from 90 in Q2 2025.
  • Funds reported $195M of Nuveen New York AMT-Free Quality Municipal Income Fund stock for Q3 2025, down 17% quarter-over-quarter.
  • 16 funds opened new Nuveen New York AMT-Free Quality Municipal Income Fund positions in Q3 2025 and 8 closed out, a net change of +8 holders.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund buyer in Q3 2025 was Morgan Stanley, an estimated $5.8M added.
  • The largest Nuveen New York AMT-Free Quality Municipal Income Fund seller in Q3 2025 was Karpus Investment Management, an estimated $55.9M sold.

Based on aggregated 13F filings for Q3 2025.