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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
SIS
201
Sound Income Strategies
Florida
$35.1K
FFA
202
Farther Finance Advisors
California
$33.7K +$69 +8 +0.2%
AAS
203
Ameritas Advisory Services
Nebraska
$32.6K +$32.3K +3,753 New
CCM
204
Chilton Capital Management
Texas
$21.7K
SS
205
Sunbelt Securities
Texas
$19.6K +$19.6K +2,280 New
PCA
206
PMV Capital Advisers
Texas
$18.9K +$206 +24 +1%
FGC
207
Financial Gravity Companies
Texas
$17.4K +$17.2K +2,000 New
GRP
208
Global Retirement Partners
California
$16.9K +$16.7K +1,942 New
MS
209
Marshall & Sullivan
Washington
$16K +$15.8K +1,840 New
BCWM
210
Bartlett & Co Wealth Management
Ohio
$16K
IBOK
211
Independence Bank of Kentucky
Kentucky
$15.6K
GC
212
Gould Capital
Washington
$13.5K
CA
213
CoreCap Advisors
Michigan
$9.04K -$1.44K -167 -14%
AP
214
Aspect Partners
Virginia
$8.69K
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.69K
US Bancorp
216
US Bancorp
Minnesota
$8.69K
VNA
217
Valley National Advisers
Pennsylvania
$8K +$8.6K +1,000 New
LFG
218
Larson Financial Group
Missouri
$7.79K +$7.71K +897 New
EB
219
Eastern Bank
Massachusetts
$7.2K
IRAG
220
Investment Research & Advisory Group
Georgia
$7K
AUB
221
Atlantic Union Bankshares
Virginia
$6.52K +$6.45K +750 New
Russell Investments Group
222
Russell Investments Group
United Kingdom
$5K
CIA
223
Cape Investment Advisory
Georgia
$4.34K
MEG
224
Millstone Evans Group
Colorado
$4.34K
AW
225
Avion Wealth
Texas
$4K

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.