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Nuveen Select Tax-Free Income Portfolio

93 hedge funds and large institutions have $121M invested in Nuveen Select Tax-Free Income Portfolio in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

8% more funds holding

Funds holding: 8693 (+7)

0.1% less ownership

Funds ownership: 17.92%17.82% (-0.1%)

6% less capital invested

Capital invested by funds: $128M → $121M (-$7.29M)

Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
30
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$20.9M -$1.15M -78,453 -5%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$15.1M +$1.36M +92,789 +10%
GC
3
Guggenheim Capital
Illinois
$9.05M +$1.51M +102,576 +19%
SI
4
Stephens Inc
Arkansas
$7.29M +$191K +13,010 +3%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.94M -$517K -35,164 -7%
Bank of America
6
Bank of America
North Carolina
$6.35M -$304K -20,674 -4%
Wells Fargo
7
Wells Fargo
California
$6.34M -$1.09M -74,059 -14%
Morgan Stanley
8
Morgan Stanley
New York
$6.34M -$285K -19,387 -4%
Raymond James Financial
9
Raymond James Financial
Florida
$3.65M -$677K -46,004 -15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.07M +$766K +52,088 +32%
PFS
11
Prospera Financial Services
Texas
$2.81M +$21.9K +1,489 +0.8%
VanEck Associates
12
VanEck Associates
New York
$2.6M -$386K -26,246 -13%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$2.2M +$231K +15,726 +11%
LPL Financial
14
LPL Financial
California
$1.97M +$458K +31,119 +29%
AAM
15
Advisors Asset Management
Colorado
$1.86M -$1.16M -78,816 -38%
Ameriprise
16
Ameriprise
Minnesota
$1.54M +$32.5K +2,212 +2%
AFS
17
Access Financial Services
Minnesota
$1.54M -$7.28K -495 -0.5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.41M -$50.6K -3,440 -3%
MWM
19
Melfa Wealth Management
Massachusetts
$1.29M
HCC
20
Hirtle Callaghan & Co
Pennsylvania
$909K
AF
21
Advisornet Financial
Minnesota
$885K +$67.7K +4,600 +8%
Truist Financial
22
Truist Financial
North Carolina
$843K -$29.4K -2,000 -3%
BAM
23
Broyhill Asset Management
North Carolina
$759K
BCG
24
Breakwater Capital Group
New Jersey
$757K +$120K +8,146 +18%
CIA
25
Capital Investment Advisors
Georgia
$754K -$21.6K -1,467 -3%

NXP Hedge Fund Activity: Q1 2025 in Review

93 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2025, worth a combined $121M — down 5.7% from $128M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NXP positions and 3 closed out — a net gain of 9 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.51M. The largest seller was Advisors Asset Management, cutting an estimated $1.16M.

  • 93 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2025, up from 86 in Q4 2024.
  • Funds reported $121M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2025, down 5.7% quarter-over-quarter.
  • 12 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2025 and 3 closed out, a net change of +9 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2025 was Guggenheim Capital, an estimated $1.51M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2025 was Advisors Asset Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2025.