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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
HVIA
76
Hudson Valley Investment Advisors
New York
$421K +$26 +3 +0%
DC
77
Davenport & Co
Virginia
$414K
PAS
78
PKS Advisory Services
New York
$399K -$17.5K -2,000 -4%
SXL
79
Summit X LLC
Missouri
$393K +$392K +44,782 New
CS
80
Capital Square
Tennessee
$390K +$9 +1 +0%
Brown Advisory
81
Brown Advisory
Maryland
$386K
CA
82
Clearstead Advisors
Ohio
$377K
FAG
83
Fortitude Advisory Group
Washington
$372K
GLA
84
Good Life Advisors
Pennsylvania
$371K +$2.54K +290 +0.7%
NGA
85
Naples Global Advisors
Florida
$370K
AFS
86
Access Financial Services
Minnesota
$363K
WCM
87
WealthBridge Capital Management
Ohio
$359K +$61 +7 +0%
MWM
88
Melfa Wealth Management
Massachusetts
$356K
SWP
89
Stratos Wealth Partners
Ohio
$350K +$4.71K +538 +1%
HIA
90
Harbor Investment Advisory
Maryland
$339K -$17.5K -2,000 -5%
MOS
91
MGO One Seven
Ohio
$327K +$45.9K +5,235 +16%
CIA
92
Capital Investment Advisors
Georgia
$317K
PI
93
PFG Investments
New York
$311K -$23.1K -2,635 -7%
VC
94
Vicus Capital
Pennsylvania
$288K +$2.11K +241 +0.7%
MCM
95
MAI Capital Management
Ohio
$287K +$131 +15 +0%
Truist Financial
96
Truist Financial
North Carolina
$278K +$129K +14,685 +86%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$268K +$1.97K +225 +0.7%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$259K +$30K +3,425 +13%
SHFP
99
Second Half Financial Partners
Florida
$258K
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$258K +$260K +29,700 +5,266%

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.