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Nuveen AMT-Free Municipal Value Fund
NUW

64 hedge funds and large institutions have $92M invested in Nuveen AMT-Free Municipal Value Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

5% more funds holding

Funds holding: 61 → 64 (+3)

1% more capital invested

Capital invested by funds: $91.1M → $92M (+$917K)

0.01% more ownership

Funds ownership: 35.8% → 35.81% (+0.01%)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
20
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIC
Carnegie Investment Counsel
Ohio
+$1.16M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$850K
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$794K
4
Invesco
Invesco
Georgia
+$584K
5
GC
Guggenheim Capital
Illinois
+$444K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$1.79M
2
TIM
Tortoise Investment Management
New York
-$943K
3
UWP
Uniting Wealth Partners
Kansas
-$424K
4
LF
Lee Financial
Texas
-$411K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Melfa Wealth Management
Massachusetts
$471K +$171 +12 +0%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$470K +$77.8K +5,442 +20%
SA
28
SFI Advisors
New Jersey
$450K – – –
ACA
29
Ackerman Capital Advisors
Texas
$397K -$5.32K -372 -1%
HPBT
30
Hickory Point Bank & Trust
Illinois
$391K – – –
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$388K -$338K -23,652 -47%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$363K -$58.6K -4,099 -14%
RIA
33
Realta Investment Advisors
Delaware
$329K – – –
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$318K +$43.6K +3,049 +16%
Osaic Holdings
35
Osaic Holdings
Arizona
$314K -$42.6K -2,978 -12%
TWP
36
Tyche Wealth Partners
Texas
$312K – – –
CP
37
Creekside Partners
California
$286K – – –
SWA
38
Sax Wealth Advisors
New Jersey
$278K +$278K +19,419 New
SI
39
Stephens Inc
Arkansas
$246K – – –
RFW
40
Redwood Family Wealth
Texas
$215K +$214K +15,000 New
DADC
41
D.A. Davidson & Co
Montana
$200K – – –
ACP
42
Aviance Capital Partners
Florida
$186K +$429 +30 +0.2%
HH
43
Hilltop Holdings
Texas
$186K -$8.52K -596 -4%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$163K +$163K +11,418 New
WMA
45
Wealth Management Associates
New Jersey
$156K +$372 +26 +0.2%
Ameriprise
46
Ameriprise
Minnesota
$151K +$629 +44 +0.4%
HighTower Advisors
47
HighTower Advisors
Illinois
$146K +$146K +10,205 New
DI
48
Disciplined Investments
Oklahoma
$146K +$1.83K +128 +1%
FC
49
Fairscale Capital
New Hampshire
$133K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$109K +$39.6K +2,769 +57%
1
2
3

NUW Hedge Fund Activity: Q4 2025 in Review

64 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q4 2025, worth a combined $92M — up 1% from $91.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NUW positions and 6 closed out — a net gain of 4 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Carnegie Investment Counsel, opening a new position worth an estimated $1.16M. The largest seller was 1607 Capital Partners, cutting an estimated $1.79M.

  • 64 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q4 2025, up from 61 in Q3 2025.
  • Funds reported $92M of Nuveen AMT-Free Municipal Value Fund stock for Q4 2025, up 1% quarter-over-quarter.
  • 10 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q4 2025 and 6 closed out, a net change of +4 holders.
  • The largest Nuveen AMT-Free Municipal Value Fund buyer in Q4 2025 was Carnegie Investment Counsel, an estimated $1.16M added.
  • The largest Nuveen AMT-Free Municipal Value Fund seller in Q4 2025 was 1607 Capital Partners, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2025.