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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
MCA
101
Magnolia Capital Advisors
Mississippi
$350K +$349K +38,600 New
LF
102
Lantz Financial
Illinois
$337K +$99.5K +11,000 +42%
CAWM
103
Capital Advisors Wealth Management
Washington
$333K +$78.4K +8,668 +31%
HVIA
104
Hudson Valley Investment Advisors
New York
$333K -$22.6K -2,500 -6%
PI
105
PFG Investments
New York
$331K +$3.72K +411 +1%
WCM
106
WealthBridge Capital Management
Ohio
$319K +$8.85K +979 +3%
VC
107
Vicus Capital
Pennsylvania
$309K +$4.4K +487 +1%
CIA
108
Capital Investment Advisors
Georgia
$307K -$14.6K -1,620 -5%
MWM
109
Melfa Wealth Management
Massachusetts
$300K -$67.5K -7,466 -18%
Brown Advisory
110
Brown Advisory
Maryland
$296K
MCM
111
MAI Capital Management
Ohio
$294K -$2.27K -251 -0.8%
WANY
112
Wealthspire Advisors (New York)
New York
$286K +$174K +19,270 +157%
Cerity Partners
113
Cerity Partners
New York
$284K +$284K +31,395 New
OWM
114
Orca Wealth Management
Florida
$271K +$27.6K +3,058 +12%
SHFP
115
Second Half Financial Partners
Florida
$267K
CS
116
Capital Square
Tennessee
$267K -$136K -15,067 -34%
EW
117
Element Wealth
Mississippi
$251K
MFA
118
Mayflower Financial Advisors
Massachusetts
$248K
BPA
119
Beacon Pointe Advisors
California
$238K +$41.3K +4,569 +21%
MC
120
Moors & Cabot
Massachusetts
$236K +$17.2K +1,900 +8%
NCM
121
Narwhal Capital Management
Georgia
$236K -$2.68K -296 -1%
PB
122
Pinnacle Bancorp
Nebraska
$236K
BWA
123
BlueChip Wealth Advisors
Georgia
$231K
BEI
124
Benjamin Edwards Inc
Missouri
$227K +$18.1K +2,000 +9%
CJ
125
Caitlin John
Michigan
$224K +$31.6K +3,500 +17%