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Nuveen NASDAQ 100 Dynamic Overwrite Fund

131 hedge funds and large institutions have $372M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

4% more capital invested

Capital invested by funds: $356M → $372M (+$15.9M)

1.45% less ownership

Funds ownership: 30.21%28.76% (-1.4%)

6% less funds holding

Funds holding: 139131 (-8)

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
131
Holders Change
-8
Holders Change %
-5.76%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
45
Reduced
33
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Avory & Company
Florida
$454K
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$435K -$171 -7 -0%
AWS
53
Atria Wealth Solutions
New York
$406K -$374K -15,318 -50%
WS
54
Wedbush Securities
California
$379K -$133K -5,438 -28%
GVAG
55
Great Valley Advisor Group
Delaware
$379K -$271K -11,083 -44%
SA
56
Sanctuary Advisors
Indiana
$377K +$220 +9 +0.1%
MC
57
Moors & Cabot
Massachusetts
$369K +$2.93K +120 +0.9%
KWA
58
Kingswood Wealth Advisors
California
$368K -$67.9K -2,782 -17%
CWP
59
Cyndeo Wealth Partners
Florida
$366K
ACP
60
Aviance Capital Partners
Florida
$355K +$122 +5 +0%
IAIM
61
International Assets Investment Management
Florida
$354K -$2.03K -83 -0.6%
Mariner
62
Mariner
Kansas
$352K +$52.6K +2,155 +19%
DE
63
Diversified Enterprises
Delaware
$329K +$2.34K +96 +0.8%
JWCA
64
J.W. Cole Advisors
Florida
$327K +$4.3K +176 +1%
Comerica Bank
65
Comerica Bank
Texas
$323K -$12.2K -498 -4%
DAS
66
Diversify Advisory Services
Utah
$322K +$1.71K +70 +0.6%
Goldman Sachs
67
Goldman Sachs
New York
$299K -$17.1K -700 -6%
MFG
68
Merit Financial Group
Georgia
$295K +$12.8K +523 +5%
MWM
69
MGB Wealth Management
Texas
$291K -$269K -11,000 -50%
TWM
70
TriaGen Wealth Management
California
$290K
Stifel Financial
71
Stifel Financial
Missouri
$287K -$5.15K -211 -2%
WAM
72
WealthTrust Asset Management
Florida
$282K -$28.9K -1,182 -10%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$279K -$225K -9,209 -47%
RFA
74
Register Financial Advisors
Georgia
$268K
SF
75
Summit Financial
New Jersey
$267K +$242K +9,905 New

QQQX Hedge Fund Activity: Q2 2025 in Review

131 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q2 2025, worth a combined $372M — up 4.5% from $356M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of QQQX and 18 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 45 added.

The largest buyer was Morgan Stanley, adding an estimated $6.59M. The largest seller was Cornerstone Advisors, cutting an estimated $8.7M.

  • 131 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q2 2025, down from 139 in Q1 2025.
  • Funds reported $372M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q2 2025, up 4.5% quarter-over-quarter.
  • 18 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q2 2025 and 24 closed out, a net change of -6 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q2 2025 was Morgan Stanley, an estimated $6.59M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q2 2025 was Cornerstone Advisors, an estimated $8.7M sold.

Based on aggregated 13F filings for Q2 2025.