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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
NA
51
NewEdge Advisors
Louisiana
$64.2K -$29K -2,106 -32%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$63.6K +$61.8K +4,482 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$61.4K – – –
AA
54
Ancora Advisors
Ohio
$52.2K -$124K -9,011 -71%
FFA
55
Farther Finance Advisors
California
$13.7K – – –
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$8.65K – – –
WANY
57
Wealthspire Advisors (New York)
New York
$6.37K +$6.19K +449 New
WA
58
WPG Advisers
Maryland
$1.3K +$55 +4 +5%
FIA
59
FNY Investment Advisers
New York
$1K – – –
AA
60
Addison Advisors
Vermont
$43 -$55 -4 -57%
SL
61
Salomon & Ludwin
Virginia
$14 – – –
TJHA
62
Thomas J. Herzfeld Advisors
Florida
– -$704K -51,476 Closed
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
– -$155K -11,336 Closed
Nomura Holdings
64
Nomura Holdings
Japan
– -$137K -10,000 Closed
TCM
65
Traub Capital Management
Massachusetts
– -$64.6K -4,725 Closed
GWM
66
Geneos Wealth Management
Colorado
– -$14.5K -1,063 Closed
T
67
Transce3nd
Texas
– -$3.2K -234 Closed
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.