We are live on ! Find out more
NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 2431 (+7)

6.08% more ownership

Funds ownership: 11.3%17.38% (+6.1%)

Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$2.55M +$2.08M +158,361 +454%
Morgan Stanley
2
Morgan Stanley
New York
$2.09M +$858K +65,198 +70%
GC
3
Guggenheim Capital
Illinois
$1.76M -$104K -7,923 -6%
LPL Financial
4
LPL Financial
California
$1.73M -$168K -12,786 -9%
IA
5
Icon Advisers
Colorado
$946K +$943K +71,644 New
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$528K +$22.6K +1,720 +4%
Wells Fargo
7
Wells Fargo
California
$500K +$16.9K +1,286 +4%
AAM
8
Advisors Asset Management
Colorado
$498K -$15.9K -1,211 -3%
WS
9
Wedbush Securities
California
$385K +$65.2K +4,954 +20%
SWP
10
Stratos Wealth Partners
Ohio
$376K +$375K +28,501 New
Raymond James Financial
11
Raymond James Financial
Florida
$238K -$44K -3,346 -16%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$222K
GKWIM
13
Gerber Kawasaki Wealth & Investment Management
California
$211K +$79K +6,000 +60%
UBS Group
14
UBS Group
Switzerland
$203K -$110K -8,384 -35%
WAM
15
Wolverine Asset Management
Illinois
$197K +$196K +14,928 New
CG
16
Caprock Group
Idaho
$155K +$2.04K +155 +1%
EH
17
Equitable Holdings
New York
$152K -$15.4K -1,174 -9%
Bank of America
18
Bank of America
North Carolina
$151K -$197K -14,934 -57%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$150K +$150K +11,391 New
RCM
20
Rivernorth Capital Management
Florida
$146K +$145K +11,024 New
AC
21
Almitas Capital
California
$137K +$136K +10,372 New
NAS
22
NWF Advisory Services
California
$135K +$579 +44 +0.4%
MCM
23
MAI Capital Management
Ohio
$127K
Jones Financial Companies
24
Jones Financial Companies
Missouri
$94.6K +$8.9K +676 +10%
Osaic Holdings
25
Osaic Holdings
Arizona
$78K +$55.3K +4,199 +246%

NXC Hedge Fund Activity: Q4 2025 in Review

31 of the 8,223 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.