NUV icon

Nuveen Municipal Value Fund

228 hedge funds and large institutions have $416M 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, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
51
Venturi Wealth Management
Texas
$806K
PAS
52
PKS Advisory Services
New York
$797K
TIAAOA
53
Teachers Insurance & Annuity Association of America
New York
$794K
SPIA
54
Steward Partners Investment Advisory
New York
$789K
BCG
55
Breakwater Capital Group
New Jersey
$782K
CIA
56
Concurrent Investment Advisors
Florida
$777K
AF
57
Allworth Financial
California
$752K
OCM
58
Orleans Capital Management
Louisiana
$689K
SFWA
59
Summit Financial Wealth Advisors
Louisiana
$680K
HH
60
Hilltop Holdings
Texas
$626K
HNWAG
61
High Net Worth Advisory Group
Florida
$608K
SL
62
Steadtrust LLC
Texas
$574K
SFG
63
Seamount Financial Group
Colorado
$546K
PFA
64
Pathway Financial Advisers
Indiana
$539K
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$535K
SKK
66
Shepherd Kaplan Krochuk
Massachusetts
$534K
WWA
67
WCG Wealth Advisors
Nevada
$532K
DI
68
Disciplined Investments
Oklahoma
$525K
WCMNY
69
Westchester Capital Management (New York)
New York
$518K
JIR
70
James Investment Research
Ohio
$470K
WSCM
71
Wellington Shields Capital Management
New York
$435K
MFIM
72
Mesirow Financial Investment Management
Illinois
$430K
WS
73
Wedbush Securities
California
$420K
WMWM
74
Whitaker-Myers Wealth Managers
Ohio
$411K
DC
75
Davenport & Co
Virginia
$411K