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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
WF
201
Wayfinding Financial
Washington
$19K +$19.1K +2,175 New
PCA
202
PMV Capital Advisers
Texas
$18.9K +$140 +16 +0.7%
PS
203
Principal Securities
Iowa
$18.8K
FGAM
204
Financial Gravity Asset Management
Texas
$17.5K +$17.5K +2,000 New
BCWM
205
Bartlett & Co Wealth Management
Ohio
$16.1K
IBOK
206
Independence Bank of Kentucky
Kentucky
$15.8K
GC
207
Gould Capital
Washington
$13.6K
RA
208
Ransom Advisory
Rhode Island
$11.4K
WTFG
209
Wood Tarver Financial Group
Idaho
$11.2K
CA
210
CoreCap Advisors
Michigan
$10.6K +$35 +4 +0.3%
AP
211
Aspect Partners
Virginia
$8.77K
US Bancorp
212
US Bancorp
Minnesota
$8.77K
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.77K +$8.76K +1,000 New
FG
214
Fairman Group
Pennsylvania
$8.26K
EB
215
Eastern Bank
Massachusetts
$7.26K +$7.26K +828 New
SSB
216
Sandy Spring Bank
Maryland
$6.58K
IRAG
217
Investment Research & Advisory Group
Georgia
$6.5K -$12.7K -1,449 -96%
WSFS
218
Wilmington Savings Fund Society
Delaware
$6.36K
Russell Investments Group
219
Russell Investments Group
United Kingdom
$5.04K
CIA
220
Cape Investment Advisory
Georgia
$4.38K
MG
221
Mather Group
Illinois
$4.38K
MEG
222
Millstone Evans Group
Colorado
$4.38K
AIM
223
Anchor Investment Management
South Carolina
$3.8K +$18 +2 +0.5%
SWM
224
Spire Wealth Management
Virginia
$3.77K
GWM
225
Geneos Wealth Management
Colorado
$3.51K +$1.75K +200 +100%

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.