Nuveen AMT-Free Municipal Value Fund
NUW
59 hedge funds and large institutions have $85.5M invested in Nuveen AMT-Free Municipal Value Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 7 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 15
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
4% more funds holding
Funds holding: 57 → 59 (+2)
0.61% less ownership
Funds ownership: 35.43% → 34.82% (-0.61%)
2% less capital invested
Capital invested by funds: $87.5M → $85.5M (-$1.97M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Smartleaf Asset Management
Boston,
Massachusetts
|
+$1.69M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.09M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$700K |
| 4 |
BCG
Breakwater Capital Group
Paramus,
New Jersey
|
+$454K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$290K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$1.64M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.56M |
| 3 |
Morgan Stanley
New York
|
-$776K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$776K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$471K |
NUW Hedge Fund Activity: Q2 2025 in Review
59 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen AMT-Free Municipal Value Fund (NUW) for Q2 2025, worth a combined $85.5M — down 2.2% from $87.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NUW positions and 7 closed out — a net gain of 2 holders — while 24 added to existing stakes and 15 trimmed.
The largest buyer was Smartleaf Asset Management, opening a new position worth an estimated $1.69M. The largest seller was Tortoise Investment Management, cutting an estimated $1.64M.
- 59 institutional investors held Nuveen AMT-Free Municipal Value Fund (NUW) as of Q2 2025, up from 57 in Q1 2025.
- Funds reported $85.5M of Nuveen AMT-Free Municipal Value Fund stock for Q2 2025, down 2.2% quarter-over-quarter.
- 9 funds opened new Nuveen AMT-Free Municipal Value Fund positions in Q2 2025 and 7 closed out, a net change of +2 holders.
- The largest Nuveen AMT-Free Municipal Value Fund buyer in Q2 2025 was Smartleaf Asset Management, an estimated $1.69M added.
- The largest Nuveen AMT-Free Municipal Value Fund seller in Q2 2025 was Tortoise Investment Management, an estimated $1.64M sold.
Based on aggregated 13F filings for Q2 2025.