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
COLIM
51
City of London Investment Management
United Kingdom
$886K -$225K -26,208 -20%
VWM
52
Venturi Wealth Management
Texas
$806K +$1.57K +183 +0.2%
PAS
53
PKS Advisory Services
New York
$797K +$398K +46,270 +102%
TIAAOA
54
Teachers Insurance & Annuity Association of America
New York
$794K
SPIA
55
Steward Partners Investment Advisory
New York
$789K -$173K -20,117 -18%
BCG
56
Breakwater Capital Group
New Jersey
$782K -$354K -41,162 -31%
CIA
57
Concurrent Investment Advisors
Florida
$777K +$152K +17,693 +25%
AF
58
Allworth Financial
California
$752K +$744K +86,534 New
OCM
59
Orleans Capital Management
Louisiana
$689K
SFWA
60
Summit Financial Wealth Advisors
Louisiana
$680K -$236K -27,500 -26%
HH
61
Hilltop Holdings
Texas
$626K +$20.5K +2,384 +3%
HNWAG
62
High Net Worth Advisory Group
Florida
$608K +$43K +5,000 +8%
S
63
Steadtrust
Texas
$574K +$567K +66,000 New
SFG
64
Seamount Financial Group
Colorado
$546K +$24.4K +2,837 +5%
PFA
65
Pathway Financial Advisers
Indiana
$539K -$4.79K -557 -0.9%
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$535K -$456 -53 -0.1%
SKK
67
Shepherd Kaplan Krochuk
Massachusetts
$534K
WWA
68
WCG Wealth Advisors
Nevada
$532K +$2.84K +330 +0.5%
DI
69
Disciplined Investments
Oklahoma
$525K +$4.3K +500 +0.8%
WCMNY
70
Westchester Capital Management (New York)
New York
$518K
JIR
71
James Investment Research
Ohio
$470K
WSCM
72
Wellington Shields Capital Management
New York
$435K
MFIM
73
Mesirow Financial Investment Management
Illinois
$430K +$885 +103 +0.2%
WS
74
Wedbush Securities
California
$420K -$23.6K -2,750 -5%
WMWM
75
Whitaker-Myers Wealth Managers
Ohio
$411K +$407K +47,337 New

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.