NUV icon

Nuveen Municipal Value Fund

230 hedge funds and large institutions have $442M 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, 44 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

76% less capital invested

Capital invested by funds: $1.83B → $442M (-$1.39B)

Holders
230
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$4.48M
2 +$3.23M
3 +$2.11M
4
UBS Group
UBS Group
Switzerland
+$2.04M
5
Stifel Financial
Stifel Financial
Missouri
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
101
Cullen/Frost Bankers
Texas
$235K
PFA
102
Pettinga Financial Advisors
Indiana
$234K
CTC
103
Central Trust Company
Missouri
$228K
PB
104
Pinnacle Bancorp
Nebraska
$228K
SWM
105
SeaCrest Wealth Management
New York
$228K
BWA
106
BlueChip Wealth Advisors
Georgia
$223K
SI
107
Stephens Inc
Arkansas
$218K
PCIA
108
Prime Capital Investment Advisors
Kansas
$215K
SCA
109
STALEY CAPITAL ADVISERS
Pennsylvania
$215K
NA
110
NewEdge Advisors
Louisiana
$215K
MC
111
Moors & Cabot
Massachusetts
$212K
CCA
112
Corps Capital Advisors
Texas
$206K
CSP
113
Cary Street Partners
Virginia
$206K
LF
114
Lantz Financial
Illinois
$201K
MSAM
115
Moloney Securities Asset Management
Missouri
$193K
LAM
116
Lummis Asset Management
Texas
$193K
BB
117
Busey Bank
Illinois
$191K
VVP
118
Venture Visionary Partners
Ohio
$189K
IWA
119
Icon Wealth Advisors
Texas
$189K
Creative Planning
120
Creative Planning
Kansas
$189K
WANY
121
Wealthspire Advisors (New York)
New York
$188K
DWM
122
Dakota Wealth Management
Florida
$186K
IA
123
IFP Advisors
Florida
$183K
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$180K
Comerica Bank
125
Comerica Bank
Texas
$180K