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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
UBS Group
1
UBS Group
Switzerland
$63.2M +$1.07M +122,456 +2%
Morgan Stanley
2
Morgan Stanley
New York
$40.3M -$25.8K -2,966 -0.1%
RCM
3
Rivernorth Capital Management
Florida
$26.5M -$20.6M -2,363,285 -44%
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$23.8M -$917K -105,242 -4%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$21.3M +$3.93M +450,896 +24%
1CP
6
1607 Capital Partners
Virginia
$21.2M -$1.63M -186,584 -7%
Raymond James Financial
7
Raymond James Financial
Florida
$18.9M +$2.93M +336,397 +19%
Wells Fargo
8
Wells Fargo
California
$16.9M +$871K +100,042 +6%
GC
9
Guggenheim Capital
Illinois
$15.9M +$1.96M +224,713 +14%
LPL Financial
10
LPL Financial
California
$10.1M -$579K -66,433 -6%
VanEck Associates
11
VanEck Associates
New York
$9.45M +$445K +51,117 +5%
GCM
12
Granby Capital Management
Florida
$8.98M -$871K -100,000 -9%
Bank of America
13
Bank of America
North Carolina
$8.08M -$218K -25,081 -3%
Stifel Financial
14
Stifel Financial
Missouri
$6.8M +$850K +97,615 +15%
CPIG
15
Chicago Partners Investment Group
Illinois
$6.47M -$596K -68,373 -9%
CPC
16
Congress Park Capital
New York
$5.81M +$828K +95,000 +17%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$5.7M +$1.75M +200,562 +46%
SMA
18
Seven Mile Advisory
New Jersey
$5.56M +$5.4M +619,473 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5M +$4.87K +559 +0.1%
PFS
20
Prospera Financial Services
Texas
$4.26M -$4.91K -564 -0.1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$4.26M -$148K -17,026 -3%
TIM
22
Tortoise Investment Management
New York
$3.92M -$2.86M -328,201 -43%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.74M -$8.2K -941 -0.2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.13M -$406K -46,573 -12%
AAM
25
Advisors Asset Management
Colorado
$2.71M -$468K -53,702 -15%

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.