We are live on ! Find out more
NUV icon

Nuveen Municipal Value Fund

232 hedge funds and large institutions have $443M 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, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.5% less ownership

Funds ownership: 24.84%24.35% (-0.5%)

4% less funds holding

Funds holding: 242232 (-10)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

76% less capital invested

Capital invested by funds: $1.83B → $443M (-$1.39B)

Holders
232
Holders Change
-10
Holders Change %
-4.13%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
83
Reduced
45
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
126
Comerica Bank
Texas
$180K -$2.7K -308 -1%
HF
127
HRT Financial
New York
$178K +$178K +20,318 New
OWM
128
Orca Wealth Management
Florida
$176K +$683 +78 +0.4%
PAG
129
Private Advisor Group
New Jersey
$176K +$166 +19 +0.1%
PM
130
Penbrook Management
New York
$175K
OWP
131
ORG Wealth Partners
Texas
$175K +$153K +17,447 +705%
EFG
132
Ethos Financial Group
Pennsylvania
$171K
BEI
133
Benjamin Edwards Inc
Missouri
$170K
BPA
134
Beacon Pointe Advisors
California
$165K +$1.02K +116 +0.6%
WB
135
WesBanco Bank
West Virginia
$159K
ARC
136
Advisor Resource Council
Texas
$153K +$153K +17,459 New
MWM
137
Modera Wealth Management
New Jersey
$152K +$35.5K +4,054 +31%
Corient Private Wealth
138
Corient Private Wealth
Florida
$147K +$147K +16,756 New
SWA
139
Sightline Wealth Advisors
Connecticut
$145K +$1.06K +121 +0.7%
IAMOG
140
Investors Asset Management of Georgia
Georgia
$143K +$35.1K +4,000 +33%
BAAM
141
Baker Avenue Asset Management
California
$140K +$140K +15,938 New
CJ
142
Caitlin John
Michigan
$137K +$26.3K +3,000 +24%
PFA
143
Petra Financial Advisors
Colorado
$136K
SIMG
144
Sonora Investment Management Group
Arizona
$133K
OC
145
Oppenheimer & Co
New York
$131K +$8.76K +1,000 +7%
ACA
146
Ackerman Capital Advisors
Texas
$131K -$285K -32,490 -68%
SG
147
StoneX Group
New York
$131K +$130K +14,879 New
OA
148
Oxbow Advisors
Texas
$130K
CAWM
149
Capital Advisors Wealth Management
Washington
$130K +$130K +14,802 New
WMA
150
Wealth Management Associates
New Jersey
$129K

NUV Hedge Fund Activity: Q1 2025 in Review

232 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q1 2025, worth a combined $443M — down 76% from $1.83B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of NUV and 25 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 83 added.

The largest buyer was True North Advisors, opening a new position worth an estimated $4.48M. The largest seller was Rivernorth Capital Management, cutting an estimated $10M.

  • 232 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q1 2025, down from 242 in Q4 2024.
  • Funds reported $443M of Nuveen Municipal Value Fund stock for Q1 2025, down 76% quarter-over-quarter.
  • 25 funds opened new Nuveen Municipal Value Fund positions in Q1 2025 and 31 closed out, a net change of -6 holders.
  • The largest Nuveen Municipal Value Fund buyer in Q1 2025 was True North Advisors, an estimated $4.48M added.
  • The largest Nuveen Municipal Value Fund seller in Q1 2025 was Rivernorth Capital Management, an estimated $10M sold.

Based on aggregated 13F filings for Q1 2025.