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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
OCM
76
Orleans Capital Management
Louisiana
$536K
PFA
77
Pathway Financial Advisers
Indiana
$535K +$5.31K +587 +1%
WWA
78
WCG Wealth Advisors
Nevada
$535K -$16.3K -1,800 -3%
JCM
79
Jacobi Capital Management
Pennsylvania
$492K +$53.9K +5,959 +12%
JIR
80
James Investment Research
Ohio
$490K
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$466K +$188K +20,831 +68%
WIA
82
World Investment Advisors
California
$458K +$31.6K +3,497 +7%
WSCM
83
Wellington Shields Capital Management
New York
$453K
SFWA
84
Summit Financial Wealth Advisors
Louisiana
$451K -$177K -19,574 -28%
MFIM
85
Mesirow Financial Investment Management
Illinois
$451K +$1.22K +135 +0.3%
DC
86
Davenport & Co
Virginia
$434K
WMWM
87
Whitaker-Myers Wealth Managers
Ohio
$429K
WS
88
Wedbush Securities
California
$428K -$7.89K -873 -2%
NA
89
NewEdge Advisors
Louisiana
$426K +$128K +14,194 +43%
CA
90
Callahan Advisors
Texas
$420K
Truist Financial
91
Truist Financial
North Carolina
$411K +$128K +14,206 +46%
VA
92
VestGen Advisors
Illinois
$402K +$12.6K +1,391 +3%
FAG
93
Fortitude Advisory Group
Washington
$393K
RIA
94
Rhodes Investment Advisors
Texas
$391K +$391K +43,200 New
CA
95
Clearstead Advisors
Ohio
$390K
JFGIW
96
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$385K +$45.2K +5,000 +13%
MOS
97
MGO One Seven
Ohio
$382K +$126K +13,964 +50%
HNB
98
Huntington National Bank
Ohio
$381K
NGA
99
Naples Global Advisors
Florida
$381K
VF
100
Virtu Financial
New York
$375K -$47.7K -5,273 -11%