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NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

NXC was delisted on the 9th of January, 2026.

24 hedge funds and large institutions have $9.33M invested in Nuveen CA Select Tax-Free Income Portfolio in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

9% more funds holding

Funds holding: 2224 (+2)

8% more capital invested

Capital invested by funds: $8.66M → $9.33M (+$671K)

0.97% more ownership

Funds ownership: 10.33%11.3% (+0.97%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.87M -$30K -2,327 -2%
GC
2
Guggenheim Capital
Illinois
$1.83M -$52.3K -4,058 -3%
Morgan Stanley
3
Morgan Stanley
New York
$1.21M +$27.5K +2,131 +2%
AAM
4
Advisors Asset Management
Colorado
$505K -$24.8K -1,923 -5%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$496K +$194K +15,082 +65%
Wells Fargo
6
Wells Fargo
California
$475K -$13 -1 -0%
SIA
7
Sit Investment Associates
Minnesota
$453K +$450K +34,915 New
Bank of America
8
Bank of America
North Carolina
$342K -$4.79K -372 -1%
WS
9
Wedbush Securities
California
$314K +$50.9K +3,953 +19%
UBS Group
10
UBS Group
Switzerland
$309K +$5.43K +421 +2%
Raymond James Financial
11
Raymond James Financial
Florida
$278K +$825 +64 +0.3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$219K +$64 +5 +0%
EH
13
Equitable Holdings
New York
$165K +$164K +12,696 New
CG
14
Caprock Group
Idaho
$149K +$149K +11,594 New
US Bancorp
15
US Bancorp
Minnesota
$143K
NAS
16
NWF Advisory Services
California
$132K -$6.3K -489 -5%
GKWIM
17
Gerber Kawasaki Wealth & Investment Management
California
$130K +$129K +10,000 New
MCM
18
MAI Capital Management
Ohio
$125K
Jones Financial Companies
19
Jones Financial Companies
Missouri
$84K +$16.3K +1,262 +24%
SPIA
20
Steward Partners Investment Advisory
New York
$49.5K
Osaic Holdings
21
Osaic Holdings
Arizona
$22K
NWMP
22
Noble Wealth Management PBC
Colorado
$18.2K +$18K +1,400 New
IA
23
IFP Advisors
Florida
$13K -$6.44K -500 -33%
FIA
24
FNY Investment Advisers
New York
$1K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$146K -11,053 Closed

NXC Hedge Fund Activity: Q3 2025 in Review

24 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q3 2025, worth a combined $9.33M — up 7.8% from $8.66M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NXC positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $450K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $146K sold.

  • 24 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q3 2025, up from 22 in Q2 2025.
  • Funds reported $9.33M of Nuveen CA Select Tax-Free Income Portfolio stock for Q3 2025, up 7.8% quarter-over-quarter.
  • 5 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q3 2025 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q3 2025 was Sit Investment Associates, an estimated $450K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q3 2025 was Susquehanna International Group, an estimated $146K sold.

Based on aggregated 13F filings for Q3 2025.