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Nuveen AMT-Free Municipal Value Fund

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: 6164 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$15.6M -$1.79M -125,270 -10%
Morgan Stanley
2
Morgan Stanley
New York
$10.5M -$55.6K -3,894 -0.5%
TIM
3
Tortoise Investment Management
New York
$8.84M -$943K -65,996 -10%
GC
4
Guggenheim Capital
Illinois
$6.65M +$444K +31,049 +7%
RCM
5
Rivernorth Capital Management
Florida
$6.09M -$56.3K -3,936 -0.9%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$5.71M +$794K +55,579 +16%
Raymond James Financial
7
Raymond James Financial
Florida
$4.76M +$57.7K +4,038 +1%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$3.87M +$353K +24,666 +10%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$3.42M +$850K +59,495 +33%
LPL Financial
10
LPL Financial
California
$3.02M +$341K +23,859 +13%
UBS Group
11
UBS Group
Switzerland
$2.47M +$9.38K +656 +0.4%
Bank of America
12
Bank of America
North Carolina
$2.21M -$13.2K -923 -0.6%
VanEck Associates
13
VanEck Associates
New York
$1.52M -$148K -10,342 -9%
SAM
14
Smartleaf Asset Management
Massachusetts
$1.2M -$29.4K -2,055 -2%
CIC
15
Carnegie Investment Counsel
Ohio
$1.16M +$1.16M +81,139 New
Wells Fargo
16
Wells Fargo
California
$1.1M -$162K -11,336 -13%
SA
17
Sanctuary Advisors
Indiana
$1.07M +$12K +837 +1%
Invesco
18
Invesco
Georgia
$1.04M +$584K +40,880 +129%
BCG
19
Breakwater Capital Group
New Jersey
$735K +$14.3K +1,003 +2%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$697K +$112K +7,833 +19%
AFS
21
Access Financial Services
Minnesota
$624K -$50.8K -3,555 -8%
MFG
22
Midwest Financial Group
Kansas
$615K -$34.4K -2,405 -5%
DAS
23
Dynamic Advisor Solutions
Arizona
$583K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$560K +$17.6K +1,232 +3%
KAS
25
Kestra Advisory Services
Texas
$553K -$41.9K -2,935 -7%

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.