Nuveen CA Select Tax-Free Income Portfolio
NXC was delisted on the 9th of January, 2026.
31 hedge funds and large institutions have $14M invested in Nuveen CA Select Tax-Free Income Portfolio in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
50% more capital invested
Capital invested by funds: $9.33M → $14M (+$4.63M)
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
29% more funds holding
Funds holding: 24 → 31 (+7)
6.08% more ownership
Funds ownership: 11.3% → 17.38% (+6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.08M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$943K |
| 3 |
Morgan Stanley
New York
|
+$858K |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$695K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$375K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$197K |
| 2 |
LPL Financial
San Diego,
California
|
-$168K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$143K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$110K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$104K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Corient Private Wealth
Miami,
Florida
| $52.8K | +$695K | +52,800 | New |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $50.3K | – | – | – |
|
|
QL
28
Quarry LP
New York
| $31.8K | +$31.7K | +2,408 | New |
|
|
FFA
29
Farther Finance Advisors
San Francisco,
California
| $27.1K | +$27K | +2,050 | New |
|
|
NWMP
30
Noble Wealth Management PBC
Greenwood Village,
Colorado
| $18.5K | – | – | – |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $13.2K | – | – | – |
|
|
32
US Bancorp
Minneapolis,
Minnesota
| – | -$143K | -11,034 | Closed |
|
|
FIA
33
FNY Investment Advisers
New York
| – | -$1K | -100 | Closed |
|
NXC Hedge Fund Activity: Q4 2025 in Review
31 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q4 2025, worth a combined $14M — up 50% from $9.33M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NXC positions and 2 closed out — a net gain of 7 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.08M. The largest seller was Bank of America, cutting an estimated $197K.
- 31 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q4 2025, up from 24 in Q3 2025.
- Funds reported $14M of Nuveen CA Select Tax-Free Income Portfolio stock for Q4 2025, up 50% quarter-over-quarter.
- 9 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q4 2025 and 2 closed out, a net change of +7 holders.
- The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q4 2025 was Sit Investment Associates, an estimated $2.08M added.
- The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q4 2025 was Bank of America, an estimated $197K sold.
Based on aggregated 13F filings for Q4 2025.