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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
CJ
176
Caitlin John
Michigan
$95.6K -$39.5K -4,600 -29%
ASN
177
Advisory Services Network
Georgia
$94.8K +$4.99K +581 +6%
PJSIMP
178
P.J. Schmidt Investment Management (PJS)
Wisconsin
$94.3K
OC
179
Oarsman Capital
Wisconsin
$92.9K -$19.3K -2,250 -17%
NP
180
Nilsine Partners
Colorado
$88.8K -$8.17K -950 -9%
SRC
181
Shufro Rose & Co
New York
$87.7K
CFS
182
Coordinated Financial Services
Colorado
$86.9K +$86K +10,000 New
PWA
183
Principia Wealth Advisory
Texas
$83.5K
HI
184
Harbour Investments
Wisconsin
$73.9K -$8.6K -1,000 -11%
BC
185
Barrett & Company
Rhode Island
$73.4K
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$71K +$5.55K +646 +9%
AA
187
Ancora Advisors
Ohio
$70.3K -$610 -71 -0.9%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$59.7K +$13.9K +1,617 +31%
SC
189
SouthState Corp
Florida
$58.4K +$57.7K +6,718 New
CNBT
190
Cornerstone National Bank & Trust
Illinois
$56.5K
TCM
191
Tradewinds Capital Management
Washington
$52.3K
PTC
192
Private Trust Company
Ohio
$49.7K
MWM
193
Mascoma Wealth Management
New Hampshire
$49.6K
FWA
194
Flagship Wealth Advisors
Massachusetts
$48.9K
EWA
195
EQ Wealth Advisors
Texas
$44.7K +$163 +19 +0.4%
HC
196
Hurley Capital
New York
$43.5K
DI
197
DAGCO Inc
Ohio
$41.8K +$456 +53 +1%
Citigroup
198
Citigroup
New York
$38K +$327 +38 +0.9%
TH
199
TCTC Holdings
Texas
$37.1K
SPF
200
South Plains Financial
Texas
$36.9K

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.