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Nuveen Municipal Value Fund

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: 22 (0)

0% less funds holding

Funds holding: 230229 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$875K +$57.2K +6,565 +7%
BCG
52
Breakwater Capital Group
New Jersey
$870K +$60.2K +6,910 +8%
VWM
53
Venturi Wealth Management
Texas
$846K +$12.2K +1,405 +2%
TIAAOA
54
Teachers Insurance & Annuity Association of America
New York
$820K
CIA
55
Concurrent Investment Advisors
Florida
$819K +$15.7K +1,800 +2%
AF
56
Allworth Financial
California
$798K +$20.4K +2,345 +3%
RCM
57
Robinson Capital Management
Michigan
$767K -$697K -80,000 -48%
HH
58
Hilltop Holdings
Texas
$665K +$17.3K +1,986 +3%
SFG
59
Seamount Financial Group
Colorado
$638K +$72.2K +8,291 +13%
HNWAG
60
High Net Worth Advisory Group
Florida
$629K
SFWA
61
Summit Financial Wealth Advisors
Louisiana
$624K -$77.5K -8,901 -11%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$609K +$358K +41,090 +152%
S
63
Steadtrust
Texas
$593K
DI
64
Disciplined Investments
Oklahoma
$566K +$23.2K +2,658 +4%
WWA
65
WCG Wealth Advisors
Nevada
$546K -$2.88K -330 -0.5%
SKK
66
Shepherd Kaplan Krochuk
Massachusetts
$539K -$12.1K -1,387 -2%
OCM
67
Orleans Capital Management
Louisiana
$532K -$175K -20,125 -25%
PFA
68
Pathway Financial Advisers
Indiana
$525K -$30.8K -3,539 -6%
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$496K -$55.5K -6,369 -10%
JIR
70
James Investment Research
Ohio
$486K
Mariner
71
Mariner
Kansas
$479K +$56.1K +6,443 +14%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$466K +$452K +51,840 New
WSCM
73
Wellington Shields Capital Management
New York
$449K
MFIM
74
Mesirow Financial Investment Management
Illinois
$446K +$906 +104 +0.2%
JCM
75
Jacobi Capital Management
Pennsylvania
$435K +$184K +21,125 +77%

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.