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Nuveen Municipal Value Fund

232 hedge funds and large institutions have $443M invested in Nuveen Municipal Value Fund in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.5% less ownership

Funds ownership: 24.84%24.35% (-0.5%)

4% less funds holding

Funds holding: 242232 (-10)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

76% less capital invested

Capital invested by funds: $1.83B → $443M (-$1.39B)

Holders
232
Holders Change
-10
Holders Change %
-4.13%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
83
Reduced
45
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Callahan Advisors
Texas
$829K +$6.04K +689 +0.7%
BSTWA
52
Blake Schutter Theil Wealth Advisors
Ohio
$814K -$74.3K -8,476 -8%
VWM
53
Venturi Wealth Management
Texas
$812K +$187K +21,323 +30%
KPWS
54
Kestra Private Wealth Services
Texas
$810K +$147K +16,757 +22%
TIAAOA
55
Teachers Insurance & Annuity Association of America
New York
$801K
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$772K +$90.7K +10,345 +13%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$716K +$146K +16,713 +26%
OCM
58
Orleans Capital Management
Louisiana
$696K +$27.2K +3,100 +4%
JFGIW
59
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$638K
CIA
60
Concurrent Investment Advisors
Florida
$629K +$213K +24,352 +51%
HH
61
Hilltop Holdings
Texas
$611K +$31.9K +3,640 +6%
HNWAG
62
High Net Worth Advisory Group
Florida
$570K
PFA
63
Pathway Financial Advisers
Indiana
$549K -$18.9K -2,161 -3%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$541K +$272K +31,000 +101%
SKK
65
Shepherd Kaplan Krochuk
Massachusetts
$539K
WWA
66
WCG Wealth Advisors
Nevada
$534K
SFG
67
Seamount Financial Group
Colorado
$526K +$105K +11,960 +25%
DI
68
Disciplined Investments
Oklahoma
$525K +$42.2K +4,820 +9%
WCMNY
69
Westchester Capital Management (New York)
New York
$523K -$111K -12,692 -18%
OIA
70
Optimum Investment Advisors
Illinois
$493K +$43.8K +5,000 +10%
JIR
71
James Investment Research
Ohio
$475K
Mariner
72
Mariner
Kansas
$454K -$45.5K -5,192 -9%
WS
73
Wedbush Securities
California
$448K -$61 -7 -0%
WSCM
74
Wellington Shields Capital Management
New York
$439K
MFIM
75
Mesirow Financial Investment Management
Illinois
$434K -$1.31M -149,652 -75%

NUV Hedge Fund Activity: Q1 2025 in Review

232 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q1 2025, worth a combined $443M — down 76% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NUV and 25 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 83 added.

The largest buyer was True North Advisors, opening a new position worth an estimated $4.48M. The largest seller was Rivernorth Capital Management, cutting an estimated $10M.

  • 232 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q1 2025, down from 242 in Q4 2024.
  • Funds reported $443M of Nuveen Municipal Value Fund stock for Q1 2025, down 76% quarter-over-quarter.
  • 25 funds opened new Nuveen Municipal Value Fund positions in Q1 2025 and 31 closed out, a net change of -6 holders.
  • The largest Nuveen Municipal Value Fund buyer in Q1 2025 was True North Advisors, an estimated $4.48M added.
  • The largest Nuveen Municipal Value Fund seller in Q1 2025 was Rivernorth Capital Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.