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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
VF
151
Virtu Financial
New York
$129K -$56.9K -6,491 -31%
SBIA
152
Sheaff Brock Investment Advisors
Indiana
$128K
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$128K -$138K -15,708 -52%
PWA
154
Physician Wealth Advisors
Utah
$126K +$2.32K +265 +2%
SCM
155
Saxony Capital Management
Missouri
$125K
CFA
156
Cahill Financial Advisors
Minnesota
$124K +$10.4K +1,190 +9%
EH
157
Equitable Holdings
New York
$124K +$149 +17 +0.1%
UPS
158
UHLMANN PRICE SECURITIES
Illinois
$118K +$298 +34 +0.3%
RPA
159
Rock Point Advisors
Vermont
$116K
Lido Advisors
160
Lido Advisors
California
$116K +$116K +13,242 New
RIL
161
Rothschild Investment LLC
Illinois
$115K -$4.86K -554 -4%
OC
162
Oarsman Capital
Wisconsin
$114K +$52.1K +5,942 +85%
CCG
163
Coastwise Capital Group
California
$113K
IWA
164
IVC Wealth Advisors
Pennsylvania
$113K
NCM
165
Narwhal Capital Management
Georgia
$112K +$23.4K +2,675 +27%
Goldman Sachs
166
Goldman Sachs
New York
$111K +$111K +12,692 New
DBIA
167
Dumont & Blake Investment Advisors
New Jersey
$111K +$111K +12,679 New
PA
168
Pinnacle Associates
New York
$111K
HKAM
169
Horizon Kinetics Asset Management
New York
$108K
CF
170
Clarity Financial
Texas
$107K
WFM
171
Wolff Financial Management
Michigan
$104K +$104K +11,823 New
ICM
172
Islay Capital Management
Texas
$101K
NP
173
Nilsine Partners
Colorado
$98K -$24.2K -2,766 -20%
PJSIMP
174
P.J. Schmidt Investment Management (PJS)
Wisconsin
$95.2K
SFS
175
Sowell Financial Services
Arkansas
$94.4K +$94.3K +10,761 New

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.