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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
UBS Group
1
UBS Group
Switzerland
$19.1M -$1.33M -94,839 -7%
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$14.3M -$476K -34,024 -3%
GC
3
Guggenheim Capital
Illinois
$11.6M +$2.7M +193,000 +31%
SI
4
Stephens Inc
Arkansas
$7.14M +$7K +500 +0.1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.38M -$412K -29,441 -6%
Bank of America
6
Bank of America
North Carolina
$6.28M +$72.8K +5,206 +1%
Morgan Stanley
7
Morgan Stanley
New York
$6.01M -$187K -13,364 -3%
Wells Fargo
8
Wells Fargo
California
$5.86M -$329K -23,516 -5%
Raymond James Financial
9
Raymond James Financial
Florida
$3.61M +$39.7K +2,838 +1%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.03M +$26.7K +1,911 +0.9%
PFS
11
Prospera Financial Services
Texas
$2.78M +$28.2K +2,018 +1%
VanEck Associates
12
VanEck Associates
New York
$2.6M +$52.8K +3,774 +2%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$2.21M +$69.8K +4,990 +3%
LPL Financial
14
LPL Financial
California
$1.84M -$86.6K -6,186 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.52M +$146K +10,457 +11%
Ameriprise
16
Ameriprise
Minnesota
$1.4M -$103K -7,350 -7%
AAM
17
Advisors Asset Management
Colorado
$1.37M -$442K -31,560 -24%
MWM
18
Melfa Wealth Management
Massachusetts
$1.27M
AF
19
Advisornet Financial
Minnesota
$897K +$31.5K +2,250 +4%
AFS
20
Access Financial Services
Minnesota
$828K -$676K -48,325 -45%
Truist Financial
21
Truist Financial
North Carolina
$826K +$1.4K +100 +0.2%
Comerica Bank
22
Comerica Bank
Texas
$730K
Osaic Holdings
23
Osaic Holdings
Arizona
$729K +$282K +20,174 +64%
CIA
24
Capital Investment Advisors
Georgia
$698K -$38.5K -2,750 -5%
FLPIM
25
F.L. Putnam Investment Management
Massachusetts
$685K -$17.3K -1,236 -2%

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.