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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
WS
76
Wedbush Securities
California
$432K -$1.72K -197 -0.4%
DC
77
Davenport & Co
Virginia
$430K +$5.81K +667 +1%
WMWM
78
Whitaker-Myers Wealth Managers
Ohio
$425K
TI
79
TrueMark Investments
Illinois
$424K +$411K +47,200 New
WIA
80
World Investment Advisors
California
$422K +$410K +47,026 New
VF
81
Virtu Financial
New York
$419K +$407K +46,715 New
CA
82
Callahan Advisors
Texas
$416K +$3.09K +355 +0.8%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$400K +$131K +15,030 +51%
CS
84
Capital Square
Tennessee
$399K
FAG
85
Fortitude Advisory Group
Washington
$389K -$1.04K -120 -0.3%
OIA
86
Optimum Investment Advisors
Illinois
$386K -$6.1K -700 -2%
CA
87
Clearstead Advisors
Ohio
$386K
VA
88
VestGen Advisors
Illinois
$386K +$375K +43,000 New
NGA
89
Naples Global Advisors
Florida
$379K
Corient Private Wealth
90
Corient Private Wealth
Florida
$366K +$63.3K +7,264 +22%
MWM
91
Melfa Wealth Management
Massachusetts
$365K
HVIA
92
Hudson Valley Investment Advisors
New York
$352K -$17.4K -2,000 -5%
Citadel Advisors
93
Citadel Advisors
Florida
$349K +$339K +38,885 New
JFGIW
94
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$338K -$34.8K -4,000 -10%
PI
95
PFG Investments
New York
$325K +$2.76K +317 +0.9%
CIA
96
Capital Investment Advisors
Georgia
$318K +$5.57K +639 +2%
WCM
97
WealthBridge Capital Management
Ohio
$307K +$21.9K +2,511 +8%
VC
98
Vicus Capital
Pennsylvania
$302K +$3.27K +376 +1%
NA
99
NewEdge Advisors
Louisiana
$295K +$67.1K +7,700 +31%
MCM
100
MAI Capital Management
Ohio
$294K -$11.5K -1,322 -4%

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.