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NXN

Nuveen New York Tax-Free Income Portfolio
NXN

Delisted

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

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17 hedge funds and large institutions have $7.74M invested in Nuveen New York Tax-Free Income Portfolio in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.45% less ownership

Funds ownership: 19.11% → 16.66% (-2.5%)

9% less capital invested

Capital invested by funds: $8.53M → $7.74M (-$785K)

15% less funds holding

Funds holding: 20 → 17 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
17
Holders Change
-3
Holders Change %
-15%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWS
Atria Wealth Solutions
New York
+$227K
2
OWA
Opal Wealth Advisors
New York
+$106K
3
GC
Guggenheim Capital
Illinois
+$103K
4
RCM
Rivernorth Capital Management
Florida
+$65.3K
5
O3W
Omni 360 Wealth
New Jersey
+$29.2K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$522K
2
LSC
Logan Stone Capital
Illinois
-$197K
3
1CP
1607 Capital Partners
Virginia
-$186K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$185K
5
TIM
Tortoise Investment Management
New York
-$145K
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$3.04M -$186K -15,932 -6%
Morgan Stanley
2
Morgan Stanley
New York
$935K -$40.6K -3,471 -4%
GC
3
Guggenheim Capital
Illinois
$755K +$103K +8,815 +16%
TIM
4
Tortoise Investment Management
New York
$550K -$145K -12,373 -21%
BCG
5
Breakwater Capital Group
New Jersey
$380K -$105K -8,970 -22%
RCM
6
Rivernorth Capital Management
Florida
$292K +$65.3K +5,585 +29%
UBS Group
7
UBS Group
Switzerland
$282K -$81.3K -6,948 -23%
Stifel Financial
8
Stifel Financial
Missouri
$259K – – –
AWS
9
Atria Wealth Solutions
New York
$230K +$227K +19,409 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$224K -$46.1K -3,941 -17%
O3W
11
Omni 360 Wealth
New Jersey
$177K +$29.2K +2,500 +20%
WJWM
12
Williams Jones Wealth Management
New York
$165K -$11.7K -1,000 -7%
Osaic Holdings
13
Osaic Holdings
Arizona
$161K +$18.6K +1,588 +13%
Bank of America
14
Bank of America
North Carolina
$158K – – –
OWA
15
Opal Wealth Advisors
New York
$107K +$106K +9,055 New
FHA
16
First Horizon Advisors
Tennessee
$23.6K +$23.4K +2,000 New
FIA
17
FNY Investment Advisers
New York
$1K +$1.17K +100 New
Wells Fargo
18
Wells Fargo
California
$3 -$643 -55 Closed
WAM
19
Wolverine Asset Management
Illinois
– -$522K -45,983 Closed
LSC
20
Logan Stone Capital
Illinois
– -$197K -17,329 Closed
HWAM
21
Hennion & Walsh Asset Management
New Jersey
– -$185K -16,292 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$120K -10,575 Closed
CWP
23
Concord Wealth Partners
Virginia
– -$7.09K -625 Closed

NXN Hedge Fund Activity: Q1 2025 in Review

17 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q1 2025, worth a combined $7.74M — down 9.2% from $8.53M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NXN and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was Atria Wealth Solutions, opening a new position worth an estimated $227K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $522K sold.

  • 17 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q1 2025, down from 20 in Q4 2024.
  • Funds reported $7.74M of Nuveen New York Tax-Free Income Portfolio stock for Q1 2025, down 9.2% quarter-over-quarter.
  • 4 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q1 2025 and 6 closed out, a net change of -2 holders.
  • The largest Nuveen New York Tax-Free Income Portfolio buyer in Q1 2025 was Atria Wealth Solutions, an estimated $227K added.
  • The largest Nuveen New York Tax-Free Income Portfolio seller in Q1 2025 was Wolverine Asset Management, an estimated $522K sold.

Based on aggregated 13F filings for Q1 2025.