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Nuveen Municipal Value Fund

229 hedge funds and large institutions have $419M invested in Nuveen Municipal Value Fund in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 59

5% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 21

0% more capital invested

Capital invested by funds: $417M → $419M (+$2.02M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less funds holding

Funds holding: 230229 (-1)

0.63% less ownership

Funds ownership: 23.13%22.49% (-0.63%)

Holders
229
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
75
Reduced
59
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
176
Annex Advisory Services
Wisconsin
$104K
LWM
177
Lionsbridge Wealth Management
Florida
$104K +$101K +11,576 New
HKAM
178
Horizon Kinetics Asset Management
New York
$104K -$6.97K -800 -6%
ESB
179
Essex Savings Bank
Connecticut
$103K +$100K +11,520 New
ICM
180
Islay Capital Management
Texas
$103K
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$101K +$27.2K +3,123 +38%
ASN
182
Advisory Services Network
Georgia
$99.5K
PJSIMP
183
P.J. Schmidt Investment Management (PJS)
Wisconsin
$97.5K
DWM
184
Dakota Wealth Management
Florida
$93.7K -$44.7K -5,134 -33%
Susquehanna International Group
185
Susquehanna International Group
Pennsylvania
$91.8K +$89K +10,220 New
CFS
186
Coordinated Financial Services
Colorado
$89.8K
SRC
187
Shufro Rose & Co
New York
$87.7K
HI
188
Harbour Investments
Wisconsin
$76.4K
BC
189
Barrett & Company
Rhode Island
$75.8K
AA
190
Ancora Advisors
Ohio
$64.1K -$8.3K -953 -12%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$60.3K -$1.39K -160 -2%
CNBT
192
Cornerstone National Bank & Trust
Illinois
$58.4K
PTC
193
Private Trust Company
Ohio
$51.4K
MWM
194
Mascoma Wealth Management
New Hampshire
$51.2K
FWA
195
Flagship Wealth Advisors
Massachusetts
$50.5K
DI
196
DAGCO Inc
Ohio
$48.8K +$5.5K +631 +13%
HC
197
Hurley Capital
New York
$44.9K
TCM
198
Tradewinds Capital Management
Washington
$42.7K -$11K -1,263 -21%
Citigroup
199
Citigroup
New York
$39.6K +$340 +39 +0.9%
TH
200
TCTC Holdings
Texas
$38.3K

NUV Hedge Fund Activity: Q3 2025 in Review

229 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen Municipal Value Fund (NUV) for Q3 2025, worth a combined $419M — up 0.48% from $417M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NUV positions and 21 closed out — a net gain of 1 holder — while 75 added to existing stakes and 59 trimmed.

The largest buyer was Seven Mile Advisory, opening a new position worth an estimated $5.4M. The largest seller was Rivernorth Capital Management, cutting an estimated $20.6M.

  • 229 institutional investors held Nuveen Municipal Value Fund (NUV) as of Q3 2025, down from 230 in Q2 2025.
  • Funds reported $419M of Nuveen Municipal Value Fund stock for Q3 2025, up 0.48% quarter-over-quarter.
  • 22 funds opened new Nuveen Municipal Value Fund positions in Q3 2025 and 21 closed out, a net change of +1 holder.
  • The largest Nuveen Municipal Value Fund buyer in Q3 2025 was Seven Mile Advisory, an estimated $5.4M added.
  • The largest Nuveen Municipal Value Fund seller in Q3 2025 was Rivernorth Capital Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2025.