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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 $9.87M invested in Nuveen New York Tax-Free Income Portfolio in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

13% more capital invested

Capital invested by funds: $8.71M → $9.87M (+$1.15M)

2.35% more ownership

Funds ownership: 18.48%20.83% (+2.4%)

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$2.25M -$333K -27,566 -13%
SIA
2
Sit Investment Associates
Minnesota
$2.06M +$536K +44,340 +35%
IA
3
Icon Advisers
Colorado
$1.33M +$1.33M +109,888 New
GC
4
Guggenheim Capital
Illinois
$1.13M +$26.4K +2,183 +2%
Morgan Stanley
5
Morgan Stanley
New York
$1.12M +$69K +5,710 +7%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$550K -$5.39K -446 -1%
BCG
7
Breakwater Capital Group
New Jersey
$246K +$12 +1 +0%
LPL Financial
8
LPL Financial
California
$234K
Bank of America
9
Bank of America
North Carolina
$161K
Osaic Holdings
10
Osaic Holdings
Arizona
$152K
WJWM
11
Williams Jones Wealth Management
New York
$145K
RCM
12
Rivernorth Capital Management
Florida
$131K +$131K +10,814 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$127K +$127K +10,513 New
UBS Group
14
UBS Group
Switzerland
$110K +$3K +248 +3%
WAM
15
Wolverine Asset Management
Illinois
$73.9K +$73.9K +6,121 New
GRP
16
Global Retirement Partners
California
$23K
CA
17
CoreCap Advisors
Michigan
$18.1K +$18.1K +1,500 New
Wells Fargo
18
Wells Fargo
California
$14 +$12 +1 New
O3W
19
Omni 360 Wealth
New Jersey
-$325K -27,000 Closed
TIM
20
Tortoise Investment Management
New York
-$252K -20,968 Closed
Stifel Financial
21
Stifel Financial
Missouri
-$126K -10,500 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$125K -10,435 Closed
FHC
23
First Horizon Corporation
Tennessee
-$24K -2,000 Closed
FIA
24
FNY Investment Advisers
New York
-$1K -100 Closed

NXN Hedge Fund Activity: Q4 2025 in Review

18 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q4 2025, worth a combined $9.87M — up 13% from $8.71M a quarter earlier.

Fund positioning in NXN was balanced in Q4 2025: 6 funds opened new positions, 6 closed out, 5 added to existing stakes and 2 trimmed.

The largest buyer was Icon Advisers, opening a new position worth an estimated $1.33M. 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 Q4 2025, unchanged from Q3 2025.
  • Funds reported $9.87M of Nuveen New York Tax-Free Income Portfolio stock for Q4 2025, up 13% quarter-over-quarter.
  • 6 funds opened new Nuveen New York Tax-Free Income Portfolio positions in Q4 2025 and 6 closed out, a net change of 0 holders.
  • The largest Nuveen New York Tax-Free Income Portfolio buyer in Q4 2025 was Icon Advisers, an estimated $1.33M added.
  • The largest Nuveen New York Tax-Free Income Portfolio seller in Q4 2025 was 1607 Capital Partners, an estimated $333K sold.

Based on aggregated 13F filings for Q4 2025.