Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
+$227K |
| 2 |
OWA
Opal Wealth Advisors
Jericho,
New York
|
+$106K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$103K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$65.3K |
| 5 |
O3W
Omni 360 Wealth
Plainsboro,
New Jersey
|
+$29.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$522K |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$197K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$186K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$185K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$145K |
NXN Hedge Fund Activity: Q1 2025 in Review
17 of the 7,472 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.