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Nuveen Municipal Value Fund

239 hedge funds and large institutions have $415M invested in Nuveen Municipal Value Fund in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 45

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

4% more funds holding

Funds holding: 229239 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.44% less ownership

Funds ownership: 22.49%22.05% (-0.44%)

1% less capital invested

Capital invested by funds: $419M → $415M (-$4.33M)

Holders
239
Holders Change
+10
Holders Change %
+4.37%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
86
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAM
51
Harmony Asset Management
Arizona
$1.08M +$74.1K +8,200 +7%
TIM
52
Tortoise Investment Management
New York
$1.02M -$2.93M -324,206 -74%
BAM
53
Broyhill Asset Management
North Carolina
$954K -$1.05M -116,023 -52%
AIS
54
Accredited Investor Services
Minnesota
$954K
VWM
55
Venturi Wealth Management
Texas
$953K +$100K +11,073 +12%
KPWS
56
Kestra Private Wealth Services
Texas
$897K +$11.1K +1,224 +1%
HNWAG
57
High Net Worth Advisory Group
Florida
$861K +$226K +25,000 +36%
CIA
58
Concurrent Investment Advisors
Florida
$840K +$13.6K +1,500 +2%
TIAAOA
59
Teachers Insurance & Annuity Association of America
New York
$828K
HFS
60
Howard Financial Services
Texas
$816K +$814K +90,060 New
SPIA
61
Steward Partners Investment Advisory
New York
$811K -$71.1K -7,867 -8%
AF
62
Allworth Financial
California
$806K +$796 +88 +0.1%
RCM
63
Robinson Capital Management
Michigan
$774K
SWP
64
Stratos Wealth Partners
Ohio
$709K +$473K +52,368 +202%
SFG
65
Seamount Financial Group
Colorado
$684K +$40K +4,427 +6%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$647K +$553K +61,195 +599%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$640K +$22.6K +2,500 +4%
HH
68
Hilltop Holdings
Texas
$628K -$42.4K -4,695 -6%
Creative Planning
69
Creative Planning
Kansas
$626K +$474K +52,407 +313%
S
70
Steadtrust
Texas
$598K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$586K +$182K +20,146 +45%
DI
72
Disciplined Investments
Oklahoma
$570K -$986 -109 -0.2%
Invesco
73
Invesco
Georgia
$566K +$565K +62,503 New
SKK
74
Shepherd Kaplan Krochuk
Massachusetts
$544K
P
75
&Partners
Tennessee
$539K +$384K +42,498 +250%