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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
CL
176
Choreo LLC
Illinois
$112K +$3.62K +400 +3%
CF
177
Clarity Financial
Texas
$111K
KWM
178
Kingsview Wealth Management
Oregon
$108K -$5.48K -606 -5%
PFA
179
Perryman Financial Advisory
Texas
$108K +$108K +11,910 New
SFS
180
Sowell Financial Services
Arkansas
$107K +$136 +15 +0.1%
AAS
181
Annex Advisory Services
Wisconsin
$105K
HKAM
182
Horizon Kinetics Asset Management
New York
$105K
ESB
183
Essex Savings Bank
Connecticut
$104K
MA
184
Mutual Advisors
Nebraska
$101K +$101K +11,148 New
ASN
185
Advisory Services Network
Georgia
$100K
PJSIMP
186
P.J. Schmidt Investment Management (PJS)
Wisconsin
$98.3K
RIS
187
Richmond Investment Services
Wisconsin
$98K +$97.8K +10,812 New
SAM
188
SVRN Asset Management
Texas
$93.5K +$93.4K +10,325 New
RIL
189
Rothschild Investment LLC
Illinois
$91.5K -$27.1K -3,000 -23%
CFS
190
Coordinated Financial Services
Colorado
$90.6K
HI
191
Harbour Investments
Wisconsin
$76.6K -$488 -54 -0.6%
BC
192
Barrett & Company
Rhode Island
$76.5K
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$67K -$35K -3,868 -34%
AA
194
Ancora Advisors
Ohio
$64.7K
CNBT
195
Cornerstone National Bank & Trust
Illinois
$58.9K
PTC
196
Private Trust Company
Ohio
$51.9K
MWM
197
Mascoma Wealth Management
New Hampshire
$51.7K
FWA
198
Flagship Wealth Advisors
Massachusetts
$51K
DI
199
DAGCO Inc
Ohio
$50K +$705 +78 +1%
IAIM
200
International Assets Investment Management
Florida
$49.6K +$49.5K +5,475 New