We are live on ! Find out more
NUV icon

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
ASN
176
Advisory Services Network
Georgia
$92.1K +$92K +10,501 New
RFC
177
Regions Financial Corp
Alabama
$90K
SRC
178
Shufro Rose & Co
New York
$87.7K +$87.6K +10,000 New
HI
179
Harbour Investments
Wisconsin
$83.4K +$48.3K +5,512 +138%
PWA
180
Principia Wealth Advisory
Texas
$82.3K
CCM
181
Coldstream Capital Management
Washington
$79.6K -$57.5K -6,560 -42%
BC
182
Barrett & Company
Rhode Island
$74.1K
AA
183
Ancora Advisors
Ohio
$71.6K -$605 -69 -0.8%
GJIA
184
Glass Jacobson Investment Advisors
Maryland
$66.4K
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$66K -$4.67K -533 -7%
CNBT
186
Cornerstone National Bank & Trust
Illinois
$57K +$57K +6,500 New
TCM
187
Tradewinds Capital Management
Washington
$52.8K
PTC
188
Private Trust Company
Ohio
$50.2K +$26.2K +2,990 +109%
MWM
189
Mascoma Wealth Management
New Hampshire
$50K
FWA
190
Flagship Wealth Advisors
Massachusetts
$49.3K +$21.9K +2,500 +80%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$46.1K -$17.5K -1,999 -28%
EWA
192
EQ Wealth Advisors
Texas
$44.9K +$44.9K +5,119 New
HC
193
Hurley Capital
New York
$43.9K
DI
194
DAGCO Inc
Ohio
$41.7K +$41.6K +4,753 New
Citigroup
195
Citigroup
New York
$38K +$219 +25 +0.6%
TH
196
TCTC Holdings
Texas
$37.4K
SPF
197
South Plains Financial
Texas
$37.3K
SIS
198
Sound Income Strategies
Florida
$35.4K
FFA
199
Farther Finance Advisors
California
$33.9K +$24.9K +2,836 +275%
CCM
200
Chilton Capital Management
Texas
$21.9K

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.