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Nuveen Municipal Value Fund

229 hedge funds and large institutions have $419M invested in Nuveen Municipal Value Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 59

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more capital invested

Capital invested by funds: $417M → $419M (+$2.02M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 230229 (-1)

0.63% less ownership

Funds ownership: 23.13%22.49% (-0.63%)

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
75
Reduced
59
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
126
Lummis Asset Management
Texas
$198K
BB
127
Busey Bank
Illinois
$195K
BPA
128
Beacon Pointe Advisors
California
$195K +$23.9K +2,742 +14%
IWA
129
Icon Wealth Advisors
Texas
$193K
CJ
130
Caitlin John
Michigan
$190K +$88.9K +10,200 +93%
IA
131
IFP Advisors
Florida
$190K +$1.96K +225 +1%
Comerica Bank
132
Comerica Bank
Texas
$187K -$14.5K -1,661 -7%
PAG
133
Private Advisor Group
New Jersey
$185K +$8.88K +1,019 +5%
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$185K -$84.5K -9,700 -32%
EFG
135
Ethos Financial Group
Pennsylvania
$180K
PM
136
Penbrook Management
New York
$180K -$174K -20,000 -50%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$173K -$128K -14,709 -43%
WB
138
WesBanco Bank
West Virginia
$163K
GSEP
139
Golden State Equity Partners
California
$158K +$13.4K +1,540 +10%
PCIA
140
Prime Capital Investment Advisors
Kansas
$157K -$17.7K -2,032 -10%
MWM
141
Modera Wealth Management
New Jersey
$156K +$436 +50 +0.3%
P
142
&Partners
Tennessee
$153K +$148K +17,000 New
DADC
143
D.A. Davidson & Co
Montana
$153K +$166 +19 +0.1%
Creative Planning
144
Creative Planning
Kansas
$150K -$20.1K -2,311 -12%
DBIA
145
Dumont & Blake Investment Advisors
New Jersey
$147K +$1.38K +158 +1%
IAMOG
146
Investors Asset Management of Georgia
Georgia
$146K
Bank of New York Mellon
147
Bank of New York Mellon
New York
$146K +$141K +16,224 New
ACA
148
Ackerman Capital Advisors
Texas
$144K +$140K +16,041 New
Lido Advisors
149
Lido Advisors
California
$138K +$134K +15,355 New
EH
150
Equitable Holdings
New York
$136K +$8.87K +1,018 +7%

NUV Hedge Fund Activity: Q3 2025 in Review

229 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q3 2025, worth a combined $419M — up 0.48% from $417M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NUV positions and 21 closed out — a net gain of 1 holder — while 75 added to existing stakes and 59 trimmed.

The largest buyer was Seven Mile Advisory, opening a new position worth an estimated $5.4M. The largest seller was Rivernorth Capital Management, cutting an estimated $20.6M.

  • 229 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q3 2025, down from 230 in Q2 2025.
  • Funds reported $419M of Nuveen Municipal Value Fund stock for Q3 2025, up 0.48% quarter-over-quarter.
  • 22 funds opened new Nuveen Municipal Value Fund positions in Q3 2025 and 21 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal Value Fund buyer in Q3 2025 was Seven Mile Advisory, an estimated $5.4M added.
  • The largest Nuveen Municipal Value Fund seller in Q3 2025 was Rivernorth Capital Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2025.