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Nuveen AMT-Free Municipal Value Fund
NUW

61 hedge funds and large institutions have $91.1M invested in Nuveen AMT-Free Municipal Value Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $85.5M → $91.1M (+$5.58M)

3% more funds holding

Funds holding: 59 → 61 (+2)

0.98% more ownership

Funds ownership: 34.82% → 35.8% (+0.98%)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.89M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.29M
3
MFG
Midwest Financial Group
Kansas
+$625K
4
Morgan Stanley
Morgan Stanley
New York
+$524K
5
Invesco
Invesco
Georgia
+$435K

Top Sellers

Rank Fund Capital Flow
1
TIM
Tortoise Investment Management
New York
-$1.82M
2
1CP
1607 Capital Partners
Virginia
-$845K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$704K
4
SAM
Smartleaf Asset Management
Massachusetts
-$533K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$366K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Melfa Wealth Management
Massachusetts
$467K +$124 +9 +0%
Invesco
27
Invesco
Georgia
$448K +$435K +31,603 New
SA
28
SFI Advisors
New Jersey
$446K – – –
UWP
29
Uniting Wealth Partners
Kansas
$424K – – –
Bank of New York Mellon
30
Bank of New York Mellon
New York
$418K -$179 -13 -0%
LF
31
Lee Financial
Texas
$411K +$398K +28,871 New
ACA
32
Ackerman Capital Advisors
Texas
$398K +$68.6K +4,981 +22%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$390K -$131K -9,533 -26%
HPBT
34
Hickory Point Bank & Trust
Illinois
$387K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$343K +$173K +12,526 +101%
RIA
36
Realta Investment Advisors
Delaware
$326K – – –
TWP
37
Tyche Wealth Partners
Texas
$309K – – –
CP
38
Creekside Partners
California
$284K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$272K – – –
SI
40
Stephens Inc
Arkansas
$244K +$4.13K +300 +2%
DADC
41
D.A. Davidson & Co
Montana
$199K +$193K +14,000 New
HH
42
Hilltop Holdings
Texas
$192K +$4.66K +338 +3%
ACP
43
Aviance Capital Partners
Florida
$184K +$179K +12,999 New
WMA
44
Wealth Management Associates
New Jersey
$154K +$276 +20 +0.2%
Ameriprise
45
Ameriprise
Minnesota
$149K -$20.7K -1,500 -13%
DI
46
Disciplined Investments
Oklahoma
$143K +$139K +10,055 New
FC
47
Fairscale Capital
New Hampshire
$132K – – –
CYG
48
Clean Yield Group
Vermont
$91.1K – – –
Comerica Bank
49
Comerica Bank
Texas
$78.1K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$68.7K +$18.8K +1,365 +39%
1
2
3

NUW Hedge Fund Activity: Q3 2025 in Review

61 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q3 2025, worth a combined $91.1M — up 6.5% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NUW positions and 6 closed out — a net gain of 2 holders — while 22 added to existing stakes and 14 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.89M. The largest seller was Tortoise Investment Management, cutting an estimated $1.82M.

  • 61 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q3 2025, up from 59 in Q2 2025.
  • Funds reported $91.1M of Nuveen AMT-Free Municipal Value Fund stock for Q3 2025, up 6.5% quarter-over-quarter.
  • 8 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q3 2025 and 6 closed out, a net change of +2 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q3 2025 was Guggenheim Capital, an estimated $1.89M added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q3 2025 was Tortoise Investment Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q3 2025.