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Nuveen Select Tax-Free Income Portfolio

98 hedge funds and large institutions have $117M invested in Nuveen Select Tax-Free Income Portfolio in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

5% more funds holding

Funds holding: 9398 (+5)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

0% more ownership

Funds ownership: 17.82%17.82% (+0%)

3% less capital invested

Capital invested by funds: $121M → $117M (-$3.58M)

Holders
98
Holders Change
+5
Holders Change %
+5.38%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
27
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAWM
26
Capital Advisors Wealth Management
Washington
$605K +$104K +7,428 +21%
SWP
27
Stratos Wealth Partners
Ohio
$583K +$21.4K +1,531 +4%
BAM
28
Broyhill Asset Management
North Carolina
$554K -$187K -13,343 -25%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$489K -$21.8K -1,560 -4%
FAG
30
Fortitude Advisory Group
Washington
$447K
CIA
31
Concurrent Investment Advisors
Florida
$444K +$63.4K +4,530 +17%
PA
32
Pinnacle Associates
New York
$429K
S
33
Steadtrust
Texas
$422K +$420K +30,000 New
EFS
34
Essex Financial Services
Connecticut
$407K
BBHC
35
Brown Brothers Harriman & Co
New York
$395K +$393K +28,108 New
Stifel Financial
36
Stifel Financial
Missouri
$389K -$49.7K -3,553 -11%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$375K -$20.2K -1,446 -5%
PMG
38
ProVise Management Group
Florida
$361K +$7K +500 +2%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$346K +$344K +24,607 New
FNBTCON
40
First National Bank & Trust Co of Newtown
Pennsylvania
$331K
BCG
41
Breakwater Capital Group
New Jersey
$313K -$426K -30,417 -58%
GIM
42
Glenmede Investment Management
Pennsylvania
$312K +$311K +22,195 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$308K +$43.3K +3,093 +16%
SFWA
44
Summit Financial Wealth Advisors
Louisiana
$298K
WCM
45
WealthBridge Capital Management
Ohio
$282K +$280 +20 +0.1%
BSTWA
46
Blake Schutter Theil Wealth Advisors
Ohio
$251K -$307K -21,938 -55%
AWM
47
Avior Wealth Management
Nebraska
$250K -$116K -8,280 -32%
AA
48
Ancora Advisors
Ohio
$248K -$5.3K -379 -2%
PGF
49
Plan Group Financial
Oklahoma
$232K +$231K +16,540 New
VH
50
Visionary Horizons
Tennessee
$218K -$14.3K -1,020 -6%

NXP Hedge Fund Activity: Q2 2025 in Review

98 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2025, worth a combined $117M — down 3% from $121M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NXP positions and 7 closed out — a net gain of 6 holders — while 27 added to existing stakes and 25 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.7M. The largest seller was UBS Group, cutting an estimated $1.33M.

  • 98 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2025, up from 93 in Q1 2025.
  • Funds reported $117M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2025, down 3% quarter-over-quarter.
  • 13 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2025 and 7 closed out, a net change of +6 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2025 was Guggenheim Capital, an estimated $2.7M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2025 was UBS Group, an estimated $1.33M sold.

Based on aggregated 13F filings for Q2 2025.