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Nuveen AMT-Free Municipal Value Fund
NUW

Overview Fund Activity

58 hedge funds and large institutions have $84.5M invested in Nuveen AMT-Free Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
22
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
Smartleaf Asset Management
Massachusetts
$1.69M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
$5.06M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$704K
4
BCG
Breakwater Capital Group
New Jersey
$705K
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.17M

Top Sellers

1
TIM
Tortoise Investment Management
New York
$11.2M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$0
3
Morgan Stanley
Morgan Stanley
New York
$9.62M
4
UBS Group
UBS Group
Switzerland
$2.34M
5
Bank of America
Bank of America
North Carolina
$2.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
26
SFI Advisors
New Jersey
$430K -$11.2K -822 -3%
UWP
27
Uniting Wealth Partners
Kansas
$408K – – –
Bank of New York Mellon
28
Bank of New York Mellon
New York
$403K -$315K -22,993 -44%
HPBT
29
Hickory Point Bank & Trust
Illinois
$373K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$363K +$5.92K +433 +2%
ACA
31
Ackerman Capital Advisors
Texas
$316K -$62.8K -4,592 -17%
RIA
32
Realta Investment Advisors
Delaware
$315K +$159K +11,607 +102%
TWP
33
Tyche Wealth Partners
Texas
$298K – – –
CP
34
Creekside Partners
California
$274K – – –
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$262K +$262K +19,159 New
SI
36
Stephens Inc
Arkansas
$231K +$34.2K +2,500 +17%
HH
37
Hilltop Holdings
Texas
$181K +$7.95K +581 +5%
AA
38
Ancora Advisors
Ohio
$174K +$23.3K +1,700 +15%
Ameriprise
39
Ameriprise
Minnesota
$164K +$164K +12,000 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$155K +$6.1K +446 +4%
WMA
41
Wealth Management Associates
New Jersey
$148K +$274 +20 +0.2%
Nomura Holdings
42
Nomura Holdings
Japan
$137K +$137K +10,000 New
FC
43
Fairscale Capital
New Hampshire
$127K – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$120K -$45.7K -3,367 -28%
NA
45
NewEdge Advisors
Louisiana
$90.8K +$958 +70 +1%
CYG
46
Clean Yield Group
Vermont
$87.9K – – –
Comerica Bank
47
Comerica Bank
Texas
$75.4K -$109 -8 -0.1%
TCM
48
Traub Capital Management
Massachusetts
$64.6K +$64.6K +4,725 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$59.2K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$47.6K +$328 +24 +0.7%
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