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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
DC
76
Davenport & Co
Virginia
$411K
Mariner
77
Mariner
Kansas
$408K -$41.2K -4,789 -9%
CA
78
Callahan Advisors
Texas
$400K -$417K -48,481 -51%
CS
79
Capital Square
Tennessee
$386K -$9 -1 -0%
SWP
80
Stratos Wealth Partners
Ohio
$384K +$37.3K +4,340 +11%
OIA
81
Optimum Investment Advisors
Illinois
$380K -$107K -12,500 -22%
FAG
82
Fortitude Advisory Group
Washington
$378K
CA
83
Clearstead Advisors
Ohio
$374K
GLA
84
Good Life Advisors
Pennsylvania
$371K +$3.86K +449 +1%
NGA
85
Naples Global Advisors
Florida
$366K
JFGIW
86
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$362K -$266K -31,000 -43%
HVIA
87
Hudson Valley Investment Advisors
New York
$358K -$58K -6,750 -14%
MWM
88
Melfa Wealth Management
Massachusetts
$353K
PM
89
Penbrook Management
New York
$349K +$172K +20,000 +100%
Luther King Capital Management (LKCM)
90
Luther King Capital Management (LKCM)
Texas
$348K
HIA
91
Harbor Investment Advisory
Maryland
$327K -$8.6K -1,000 -3%
PI
92
PFG Investments
New York
$311K +$3.55K +413 +1%
CIA
93
Capital Investment Advisors
Georgia
$303K -$11K -1,285 -4%
MCM
94
MAI Capital Management
Ohio
$296K +$11.6K +1,352 +4%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$295K +$115K +13,375 +65%
Corient Private Wealth
96
Corient Private Wealth
Florida
$291K +$144K +16,735 +100%
VC
97
Vicus Capital
Pennsylvania
$289K +$3.19K +371 +1%
Brown Advisory
98
Brown Advisory
Maryland
$284K -$97.1K -11,300 -26%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$283K +$17.3K +2,016 +7%
WCM
100
WealthBridge Capital Management
Ohio
$276K -$79K -9,189 -22%

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.