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Nuveen Municipal Value Fund

230 hedge funds and large institutions have $417M invested in Nuveen Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

1% less funds holding

Funds holding: 232230 (-2)

1.22% less ownership

Funds ownership: 24.35%23.13% (-1.2%)

6% less capital invested

Capital invested by funds: $443M → $417M (-$25.8M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
69
Reduced
67
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
126
Lummis Asset Management
Texas
$191K
BB
127
Busey Bank
Illinois
$189K
IWA
128
Icon Wealth Advisors
Texas
$187K
IA
129
IFP Advisors
Florida
$182K +$378 +44 +0.2%
OWM
130
Orca Wealth Management
Florida
$176K +$1.64K +191 +1%
EFG
131
Ethos Financial Group
Pennsylvania
$174K
PAG
132
Private Advisor Group
New Jersey
$170K -$4.06K -472 -2%
PCIA
133
Prime Capital Investment Advisors
Kansas
$170K -$42.9K -4,993 -20%
BEI
134
Benjamin Edwards Inc
Missouri
$169K
Creative Planning
135
Creative Planning
Kansas
$165K -$21.3K -2,472 -11%
BPA
136
Beacon Pointe Advisors
California
$165K +$1.45K +169 +0.9%
WB
137
WesBanco Bank
West Virginia
$158K
MWM
138
Modera Wealth Management
New Jersey
$151K +$421 +49 +0.3%
DADC
139
D.A. Davidson & Co
Montana
$147K +$146K +16,972 New
IAMOG
140
Investors Asset Management of Georgia
Georgia
$141K
DBIA
141
Dumont & Blake Investment Advisors
New Jersey
$141K +$30.4K +3,538 +28%
GSEP
142
Golden State Equity Partners
California
$140K +$138K +16,066 New
DWM
143
Dakota Wealth Management
Florida
$135K -$48.1K -5,591 -26%
SI
144
Stephens Inc
Arkansas
$133K -$81.7K -9,500 -38%
SIMG
145
Sonora Investment Management Group
Arizona
$131K
OC
146
Oppenheimer & Co
New York
$130K
OWP
147
ORG Wealth Partners
Texas
$129K -$44.3K -5,149 -26%
OA
148
Oxbow Advisors
Texas
$129K
WMA
149
Wealth Management Associates
New Jersey
$125K -$2.86K -333 -2%
PWA
150
Physician Wealth Advisors
Utah
$125K +$533 +62 +0.4%

NUV Hedge Fund Activity: Q2 2025 in Review

230 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q2 2025, worth a combined $417M — down 5.8% from $443M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NUV positions and 23 closed out — a net gain of 1 holder — while 69 added to existing stakes and 67 trimmed.

The largest buyer was Kovitz Investment Group Partners, adding an estimated $6.42M. The largest seller was Rivernorth Capital Management, cutting an estimated $20.8M.

  • 230 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q2 2025, down from 232 in Q1 2025.
  • Funds reported $417M of Nuveen Municipal Value Fund stock for Q2 2025, down 5.8% quarter-over-quarter.
  • 24 funds opened new Nuveen Municipal Value Fund positions in Q2 2025 and 23 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal Value Fund buyer in Q2 2025 was Kovitz Investment Group Partners, an estimated $6.42M added.
  • The largest Nuveen Municipal Value Fund seller in Q2 2025 was Rivernorth Capital Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q2 2025.