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Nuveen Municipal Value Fund

230 hedge funds and large institutions have $417M invested in Nuveen Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

1% less funds holding

Funds holding: 232230 (-2)

1.22% less ownership

Funds ownership: 24.35%23.13% (-1.2%)

6% less capital invested

Capital invested by funds: $443M → $417M (-$25.8M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
69
Reduced
67
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Anchor Investment Management
South Carolina
$3.79K +$17 +2 +0.5%
SWM
227
Spire Wealth Management
Virginia
$3.74K
FIA
228
FNY Investment Advisers
New York
$3K
BCMLT
229
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.23K +$26 +3 +1%
GWM
230
Geneos Wealth Management
Colorado
$1.74K -$1.72K -200 -50%
TRCT
231
Tower Research Capital (TRC)
New York
$165 +$112 +13 +217%
1NWS
232
1 North Wealth Services
Maryland
$3
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
-$716K -81,599 Closed
AFS
234
Access Financial Services
Minnesota
-$363K -41,341 Closed
CFB
235
Cullen/Frost Bankers
Texas
-$235K -26,750 Closed
HF
236
HRT Financial
New York
-$178K -20,318 Closed
ARC
237
Advisor Resource Council
Texas
-$153K -17,459 Closed
BAAM
238
Baker Avenue Asset Management
California
-$140K -15,938 Closed
ACA
239
Ackerman Capital Advisors
Texas
-$131K -14,982 Closed
VF
240
Virtu Financial
New York
-$129K -14,696 Closed
CFA
241
Cahill Financial Advisors
Minnesota
-$124K -14,183 Closed
Lido Advisors
242
Lido Advisors
California
-$116K -13,242 Closed
RFC
243
Regions Financial Corp
Alabama
-$90K -10,266 Closed
CCM
244
Coldstream Capital Management
Washington
-$79.6K -9,080 Closed
GJIA
245
Glass Jacobson Investment Advisors
Maryland
-$66.4K -7,725 Closed
PS
246
Principal Securities
Iowa
-$18.8K -2,187 Closed
WF
247
Wayfinding Financial
Washington
-$19K -2,175 Closed
RA
248
Ransom Advisory
Rhode Island
-$11.4K -1,300 Closed
WTFG
249
Wood Tarver Financial Group
Idaho
-$11.2K -1,277 Closed
FG
250
Fairman Group
Pennsylvania
-$8.26K -961 Closed

NUV Hedge Fund Activity: Q2 2025 in Review

230 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q2 2025, worth a combined $417M — down 5.8% from $443M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NUV positions and 23 closed out — a net gain of 1 holder — while 69 added to existing stakes and 67 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $6.42M. The largest seller was Rivernorth Capital Management, cutting an estimated $20.8M.

  • 230 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q2 2025, down from 232 in Q1 2025.
  • Funds reported $417M of Nuveen Municipal Value Fund stock for Q2 2025, down 5.8% quarter-over-quarter.
  • 24 funds opened new Nuveen Municipal Value Fund positions in Q2 2025 and 23 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal Value Fund buyer in Q2 2025 was Kovitz Investment Group Partners, an estimated $6.42M added.
  • The largest Nuveen Municipal Value Fund seller in Q2 2025 was Rivernorth Capital Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2025.