We are live on ! Find out more
NXN

Nuveen New York Tax-Free Income Portfolio

Delisted

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

18 hedge funds and large institutions have $8.71M invested in Nuveen New York Tax-Free Income Portfolio in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

29% more capital invested

Capital invested by funds: $6.75M → $8.71M (+$1.96M)

3.68% more ownership

Funds ownership: 14.79%18.48% (+3.7%)

5% less funds holding

Funds holding: 1918 (-1)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$2.57M -$333K -28,461 -12%
SIA
2
Sit Investment Associates
Minnesota
$1.52M +$1.47M +125,294 +8,950%
GC
3
Guggenheim Capital
Illinois
$1.1M +$177K +15,121 +20%
Morgan Stanley
4
Morgan Stanley
New York
$1.05M +$187K +16,029 +23%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$553K +$538K +45,971 New
O3W
6
Omni 360 Wealth
New Jersey
$325K +$117K +10,000 +59%
TIM
7
Tortoise Investment Management
New York
$252K -$150K -12,813 -38%
BCG
8
Breakwater Capital Group
New Jersey
$245K -$6.4K -547 -3%
LPL Financial
9
LPL Financial
California
$233K +$227K +19,409 New
Bank of America
10
Bank of America
North Carolina
$160K
Osaic Holdings
11
Osaic Holdings
Arizona
$148K
WJWM
12
Williams Jones Wealth Management
New York
$144K
Stifel Financial
13
Stifel Financial
Missouri
$126K
Citadel Advisors
14
Citadel Advisors
Florida
$125K -$4.33K -370 -3%
UBS Group
15
UBS Group
Switzerland
$107K -$45K -3,845 -30%
FHC
16
First Horizon Corporation
Tennessee
$24K +$23.4K +2,000 New
GRP
17
Global Retirement Partners
California
$22.9K
FIA
18
FNY Investment Advisers
New York
$1K
Wells Fargo
19
Wells Fargo
California
$4
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$148K -12,710 Closed
OWA
21
Opal Wealth Advisors
New York
-$105K -9,055 Closed

NXN Hedge Fund Activity: Q3 2025 in Review

18 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q3 2025, worth a combined $8.71M — up 29% from $6.75M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NXN positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 5 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.47M. The largest seller was 1607 Capital Partners, cutting an estimated $333K.

  • 18 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q3 2025, down from 19 in Q2 2025.
  • Funds reported $8.71M of Nuveen New York Tax-Free Income Portfolio stock for Q3 2025, up 29% quarter-over-quarter.
  • 3 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q3 2025 and 2 closed out, a net change of +1 holder.
  • The largest Nuveen New York Tax-Free Income Portfolio buyer in Q3 2025 was Sit Investment Associates, an estimated $1.47M added.
  • The largest Nuveen New York Tax-Free Income Portfolio seller in Q3 2025 was 1607 Capital Partners, an estimated $333K sold.

Based on aggregated 13F filings for Q3 2025.