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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
UBS Group
1
UBS Group
Switzerland
$60.1M +$278K +32,320 +0.5%
RCM
2
Rivernorth Capital Management
Florida
$46.2M -$20.8M -2,420,415 -31%
Morgan Stanley
3
Morgan Stanley
New York
$39M -$443K -51,504 -1%
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$24M +$6.42M +746,507 +37%
1CP
5
1607 Capital Partners
Virginia
$22.2M -$1.43M -166,467 -6%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$16.7M +$1.67M +194,524 +11%
Wells Fargo
7
Wells Fargo
California
$15.5M +$1.88M +219,066 +14%
Raymond James Financial
8
Raymond James Financial
Florida
$15.4M -$4.61M -536,326 -23%
GC
9
Guggenheim Capital
Illinois
$13.5M +$367K +42,751 +3%
LPL Financial
10
LPL Financial
California
$10.3M +$306K +35,564 +3%
GCM
11
Granby Capital Management
Florida
$9.56M
VanEck Associates
12
VanEck Associates
New York
$8.7M +$45.3K +5,274 +0.5%
Bank of America
13
Bank of America
North Carolina
$8.04M -$190K -22,134 -2%
TIM
14
Tortoise Investment Management
New York
$6.65M -$5.11M -594,605 -44%
CPIG
15
Chicago Partners Investment Group
Illinois
$6.64M -$39.4K -4,586 -0.6%
Stifel Financial
16
Stifel Financial
Missouri
$5.73M -$153K -17,807 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.83M +$403K +46,939 +9%
CPC
18
Congress Park Capital
New York
$4.79M +$419K +48,750 +10%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$4.27M +$862K +100,273 +26%
PFS
20
Prospera Financial Services
Texas
$4.13M -$41.5K -4,829 -1%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$3.75M +$1.56M +181,919 +73%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$3.63M -$65.6K -7,627 -2%
TNA
23
True North Advisors
Texas
$3.59M -$841K -97,855 -19%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.44M -$409K -47,570 -11%
AAM
25
Advisors Asset Management
Colorado
$3.09M -$1.02M -118,565 -25%

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.