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Nuveen Municipal Value Fund

239 hedge funds and large institutions have $415M invested in Nuveen Municipal Value Fund in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 45

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

4% more funds holding

Funds holding: 229239 (+10)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.44% less ownership

Funds ownership: 22.49%22.05% (-0.44%)

1% less capital invested

Capital invested by funds: $419M → $415M (-$4.33M)

Holders
239
Holders Change
+10
Holders Change %
+4.37%
% of All Funds
2.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
86
Reduced
45
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Modera Wealth Management
New Jersey
$158K +$588 +65 +0.4%
DBIA
152
Dumont & Blake Investment Advisors
New Jersey
$150K +$2.01K +222 +1%
IAMOG
153
Investors Asset Management of Georgia
Georgia
$147K
Lido Advisors
154
Lido Advisors
California
$138K
ICM
155
Islay Capital Management
Texas
$138K +$33.9K +3,750 +33%
EH
156
Equitable Holdings
New York
$137K +$226 +25 +0.2%
Harris Associates
157
Harris Associates
Illinois
$135K +$134K +14,854 New
OA
158
Oxbow Advisors
Texas
$134K
SCA
159
Snowden Capital Advisors
New York
$134K +$133K +14,756 New
PWS
160
Pursuit Wealth Strategies
North Carolina
$133K +$133K +14,675 New
WMA
161
Wealth Management Associates
New Jersey
$130K
SG
162
StoneX Group
New York
$128K +$172 +19 +0.1%
SCM
163
Saxony Capital Management
Missouri
$125K
UPS
164
UHLMANN PRICE SECURITIES
Illinois
$123K +$624 +69 +0.5%
RPA
165
Rock Point Advisors
Vermont
$120K
SWA
166
Sightline Wealth Advisors
Connecticut
$119K -$1.12K -124 -0.9%
VVP
167
Venture Visionary Partners
Ohio
$118K
PGF
168
Plan Group Financial
Oklahoma
$118K
DWM
169
Dakota Wealth Management
Florida
$117K +$23.2K +2,567 +25%
CCG
170
Coastwise Capital Group
California
$117K
IWA
171
IVC Wealth Advisors
Pennsylvania
$116K
SI
172
Stephens Inc
Arkansas
$116K
RIG
173
Ramiah Investment Group
Wisconsin
$115K +$115K +12,730 New
LFAS
174
Level Four Advisory Services
Texas
$115K +$115K +12,672 New
PA
175
Pinnacle Associates
New York
$115K