We are live on ! Find out more
NUW icon

Nuveen AMT-Free Municipal Value Fund

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: 5961 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$17.3M -$845K -61,331 -5%
Morgan Stanley
2
Morgan Stanley
New York
$10.5M +$524K +38,047 +5%
TIM
3
Tortoise Investment Management
New York
$9.7M -$1.82M -132,402 -16%
GC
4
Guggenheim Capital
Illinois
$6.15M +$1.89M +136,939 +46%
RCM
5
Rivernorth Capital Management
Florida
$6.09M
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$4.87M -$366K -26,556 -7%
Raymond James Financial
7
Raymond James Financial
Florida
$4.66M +$334K +24,236 +8%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$3.49M +$321K +23,319 +10%
LPL Financial
9
LPL Financial
California
$2.66M +$318K +23,085 +14%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$2.52M +$1.29M +93,889 +109%
UBS Group
11
UBS Group
Switzerland
$2.44M +$8.28K +601 +0.4%
Bank of America
12
Bank of America
North Carolina
$2.2M -$78.7K -5,715 -4%
VanEck Associates
13
VanEck Associates
New York
$1.66M +$109K +7,899 +7%
Wells Fargo
14
Wells Fargo
California
$1.25M +$149K +10,817 +14%
SAM
15
Smartleaf Asset Management
Massachusetts
$1.2M -$533K -38,652 -31%
AIM
16
AHL Investment Management
Florida
$1.15M -$151K -10,945 -12%
SA
17
Sanctuary Advisors
Indiana
$1.05M +$72.9K +5,291 +8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$720K +$334K +24,217 +91%
BCG
19
Breakwater Capital Group
New Jersey
$714K -$16.9K -1,225 -2%
AFS
20
Access Financial Services
Minnesota
$669K +$27.6K +2,000 +4%
MFG
21
Midwest Financial Group
Kansas
$643K +$625K +45,354 New
KAS
22
Kestra Advisory Services
Texas
$590K -$56.1K -4,070 -9%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$579K +$248 +18 +0%
DAS
24
Dynamic Advisor Solutions
Arizona
$578K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$538K +$5.97K +433 +1%

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.