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Nuveen NASDAQ 100 Dynamic Overwrite Fund

147 hedge funds and large institutions have $397M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

76% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 34

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

5% more funds holding

Funds holding: 140147 (+7)

4% more capital invested

Capital invested by funds: $380M → $397M (+$16.8M)

0.16% more ownership

Funds ownership: 28.35%28.51% (+0.16%)

Holders
147
Holders Change
+7
Holders Change %
+5%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
24
Increased
60
Reduced
34
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
51
Moors & Cabot
Massachusetts
$503K +$10.6K +380 +2%
DC
52
Davenport & Co
Virginia
$499K
Focus Partners Wealth
53
Focus Partners Wealth
Massachusetts
$499K +$7.22K +259 +2%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$490K +$24.9K +895 +5%
AC
55
Avory & Company
Florida
$489K
SC
56
Sapient Capital
Indiana
$486K -$83.8K -3,006 -15%
Truist Financial
57
Truist Financial
North Carolina
$476K -$14.4K -515 -3%
HWAM
58
Hennion & Walsh Asset Management
New Jersey
$447K +$223K +8,009 +105%
KWA
59
Kingswood Wealth Advisors
California
$402K +$8.53K +306 +2%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$402K -$35.8K -1,283 -8%
WS
61
Wedbush Securities
California
$401K +$6.38K +229 +2%
SA
62
Sanctuary Advisors
Indiana
$398K -$28.9K -1,037 -7%
ACP
63
Aviance Capital Partners
Florida
$396K +$8.89K +319 +2%
CWP
64
Cyndeo Wealth Partners
Florida
$393K -$836 -30 -0.2%
IAIM
65
International Assets Investment Management
Florida
$389K +$6.72K +241 +2%
Goldman Sachs
66
Goldman Sachs
New York
$385K +$66.9K +2,402 +22%
DAS
67
Diversify Advisory Services
Utah
$372K +$36.2K +1,300 +11%
DAS
68
Dynamic Advisor Solutions
Arizona
$367K +$359K +12,876 New
JWCA
69
J.W. Cole Advisors
Florida
$366K +$8.72K +313 +3%
DE
70
Diversified Enterprises
Delaware
$362K +$4.79K +172 +1%
Stifel Financial
71
Stifel Financial
Missouri
$338K +$26.6K +955 +9%
Comerica Bank
72
Comerica Bank
Texas
$330K +$752 +27 +0.2%
MWM
73
MGB Wealth Management
Texas
$314K
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$311K -$162K -5,808 -35%
Mariner
75
Mariner
Kansas
$309K -$4.49K -161 -1%