We are live on ! Find out more
NUV icon

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
BAM
26
Broyhill Asset Management
North Carolina
$2.64M -$1.72M -200,606 -40%
BHWM
27
Bar Harbor Wealth Management
New Hampshire
$2.57M -$497K -57,842 -16%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$2.09M +$79K +9,188 +4%
RBFC
29
Roman Butler Fullerton & Co
Missouri
$1.92M +$21.8K +2,534 +1%
Ameriprise
30
Ameriprise
Minnesota
$1.76M -$330K -38,428 -16%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.62M +$442K +51,376 +38%
CA
32
Cresta Advisors
Texas
$1.57M
IWA
33
IBEX Wealth Advisors
New Jersey
$1.55M -$9.95K -1,158 -0.6%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$1.45M -$12.1K -1,404 -0.8%
RCM
35
Robinson Capital Management
Michigan
$1.44M +$1.42M +165,384 New
DFG
36
Dynamic Financial Group
Iowa
$1.33M +$425K +49,461 +48%
CNBTD
37
Citizens National Bank Trust Department
Mississippi
$1.3M -$87.7K -10,200 -6%
SA
38
Sanctuary Advisors
Indiana
$1.26M -$26.1K -3,042 -2%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.24M -$101K -11,736 -8%
SMC
40
Smith, Moore & Co
Missouri
$1.24M +$9.27K +1,078 +0.8%
MC
41
Mathes Company
New York
$1.22M -$43K -5,000 -3%
TF
42
Tandem Financial
Colorado
$1.15M +$9.89K +1,150 +0.9%
AG
43
AlTi Global
New York
$1.15M -$351K -40,825 -24%
BSTWA
44
Blake Schutter Theil Wealth Advisors
Ohio
$1.12M +$310K +36,114 +39%
KAS
45
Kestra Advisory Services
Texas
$1.09M +$2.71K +315 +0.3%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$964K +$196K +22,845 +26%
KPWS
47
Kestra Private Wealth Services
Texas
$944K +$139K +16,181 +18%
AIS
48
Accredited Investor Services
Minnesota
$915K +$9 +1 +0%
HighTower Advisors
49
HighTower Advisors
Illinois
$912K -$20.8K -2,416 -2%
HAM
50
Harmony Asset Management
Arizona
$891K +$60.2K +7,000 +7%

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.