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Nuveen Municipal Value Fund
NUV

229 hedge funds and large institutions have $419M invested in Nuveen Municipal Value Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 59

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more capital invested

Capital invested by funds: $417M → $419M (+$2.02M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% less funds holding

Funds holding: 230 → 229 (-1)

0.63% less ownership

Funds ownership: 23.13% → 22.49% (-0.63%)

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
75
Reduced
59
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMA
Seven Mile Advisory
New Jersey
+$5.4M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$3.93M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.93M
4
GC
Guggenheim Capital
Illinois
+$1.96M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$20.6M
2
TNA
True North Advisors
Texas
-$3.59M
3
TIM
Tortoise Investment Management
New York
-$2.86M
4
1CP
1607 Capital Partners
Virginia
-$1.63M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$917K
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
26
Bar Harbor Wealth Management
New Hampshire
$2.52M -$131K -15,095 -5%
RBFC
27
Roman Butler Fullerton & Co
Missouri
$2.2M +$175K +20,057 +9%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$2.14M -$14.4K -1,656 -0.7%
SA
29
Sanctuary Advisors
Indiana
$2.07M +$745K +85,548 +59%
BAM
30
Broyhill Asset Management
North Carolina
$1.99M -$716K -82,235 -27%
Ameriprise
31
Ameriprise
Minnesota
$1.97M +$142K +16,285 +8%
DFG
32
Dynamic Financial Group
Iowa
$1.93M +$533K +61,233 +40%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.72M +$78K +8,949 +5%
CA
34
Cresta Advisors
Texas
$1.62M – – –
IWA
35
IBEX Wealth Advisors
New Jersey
$1.55M -$48.8K -5,605 -3%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$1.49M -$3.85K -442 -0.3%
CNBTD
37
Citizens National Bank Trust Department
Mississippi
$1.34M -$3.27K -375 -0.3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.33M +$49.9K +5,733 +4%
BSTWA
39
Blake Schutter Theil Wealth Advisors
Ohio
$1.33M +$169K +19,419 +15%
TF
40
Tandem Financial
Colorado
$1.24M +$43.6K +5,000 +4%
MC
41
Mathes Company
New York
$1.21M -$43.6K -5,000 -4%
KAS
42
Kestra Advisory Services
Texas
$1.21M +$78.7K +9,038 +7%
AG
43
AlTi Global
New York
$1.19M – – –
SMC
44
Smith, Moore & Co
Missouri
$1.17M -$110K -12,605 -9%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.04M +$91.2K +10,473 +10%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$996K +$52 +6 +0%
HAM
47
Harmony Asset Management
Arizona
$992K +$69.7K +8,000 +8%
AIS
48
Accredited Investor Services
Minnesota
$946K – – –
PAS
49
PKS Advisory Services
New York
$912K +$86K +9,867 +11%
KPWS
50
Kestra Private Wealth Services
Texas
$878K -$93.8K -10,771 -10%
1
2
3 4 5

NUV Hedge Fund Activity: Q3 2025 in Review

229 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q3 2025, worth a combined $419M — up 0.48% from $417M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NUV positions and 21 closed out — a net gain of 1 holder — while 75 added to existing stakes and 59 trimmed.

The largest buyer was Seven Mile Advisory, opening a new position worth an estimated $5.4M. The largest seller was Rivernorth Capital Management, cutting an estimated $20.6M.

  • 229 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q3 2025, down from 230 in Q2 2025.
  • Funds reported $419M of Nuveen Municipal Value Fund stock for Q3 2025, up 0.48% quarter-over-quarter.
  • 22 funds opened new Nuveen Municipal Value Fund positions in Q3 2025 and 21 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal Value Fund buyer in Q3 2025 was Seven Mile Advisory, an estimated $5.4M added.
  • The largest Nuveen Municipal Value Fund seller in Q3 2025 was Rivernorth Capital Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2025.