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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
SCM
151
Saxony Capital Management
Missouri
$124K
SG
152
StoneX Group
New York
$123K -$6.33K -736 -5%
EH
153
Equitable Holdings
New York
$123K +$146 +17 +0.1%
PFA
154
Petra Financial Advisors
Colorado
$122K -$12.6K -1,462 -9%
UPS
155
UHLMANN PRICE SECURITIES
Illinois
$117K +$447 +52 +0.4%
RPA
156
Rock Point Advisors
Vermont
$115K
RIL
157
Rothschild Investment LLC
Illinois
$114K
SWA
158
Sightline Wealth Advisors
Connecticut
$114K -$29.9K -3,482 -21%
Franklin Resources
159
Franklin Resources
California
$113K +$112K +13,060 New
VVP
160
Venture Visionary Partners
Ohio
$113K -$73.1K -8,500 -39%
Goldman Sachs
161
Goldman Sachs
New York
$113K +$2.58K +300 +2%
PGF
162
Plan Group Financial
Oklahoma
$113K +$112K +12,978 New
CCG
163
Coastwise Capital Group
California
$112K
IWA
164
IVC Wealth Advisors
Pennsylvania
$112K
PA
165
Pinnacle Associates
New York
$110K
HKAM
166
Horizon Kinetics Asset Management
New York
$107K
CF
167
Clarity Financial
Texas
$106K
MSAM
168
Moloney Securities Asset Management
Missouri
$105K -$86K -10,000 -45%
CL
169
Choreo LLC
Illinois
$104K +$103K +11,938 New
WFM
170
Wolff Financial Management
Michigan
$104K +$1.14K +133 +1%
SFS
171
Sowell Financial Services
Arkansas
$102K +$8.6K +1,000 +9%
Jane Street
172
Jane Street
New York
$101K +$100K +11,630 New
AAS
173
Annex Advisory Services
Wisconsin
$101K +$99.6K +11,590 New
ICM
174
Islay Capital Management
Texas
$99.9K
WANY
175
Wealthspire Advisors (New York)
New York
$96.4K -$89.3K -10,390 -48%

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.