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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
BCA
76
Bay Capital Advisors
Virginia
$265K +$1.29K +53 +0.5%
JCM
77
Jacobi Capital Management
Pennsylvania
$250K +$4.44K +182 +2%
SA
78
Sovran Advisors
California
$242K
CWG
79
Cornerstone Wealth Group
North Carolina
$224K
WP
80
WealthShield Partners
North Carolina
$219K -$12.9K -529 -6%
FAM
81
Formidable Asset Management
Ohio
$219K
NLP
82
Next Level Private
New York
$213K +$197K +8,055 New
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$210K +$194K +7,935 New
Pathstone Holdings
84
Pathstone Holdings
New Jersey
$208K -$347K -14,210 -65%
AFG
85
Atomi Financial Group
New York
$207K +$191K +7,836 New
US Bancorp
86
US Bancorp
Minnesota
$207K
HWAM
87
Hennion & Walsh Asset Management
New Jersey
$206K +$190K +7,783 New
EH
88
Equitable Holdings
New York
$205K +$189K +7,738 New
GAM
89
Griffin Asset Management
New York
$201K +$185K +7,587 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$183K
AF
91
Allworth Financial
California
$145K
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$126K +$42.8K +1,751 +58%
NFSG
93
Newbridge Financial Services Group
Florida
$120K +$111K +4,545 New
MSG
94
Main Street Group
Virginia
$114K
SPIA
95
Steward Partners Investment Advisory
New York
$112K
AAS
96
Ameritas Advisory Services
Nebraska
$102K +$94.3K +3,862 New
FIA
97
FNY Investment Advisers
New York
$100K
TCOV
98
Trust Company of Vermont
Vermont
$88.6K +$81.8K +3,349 New
OP
99
ORG Partners
Indiana
$74.4K +$27.6K +1,130 +67%
CAL
100
Capital Analysts LLC
Pennsylvania
$72K -$66K -2,702 -50%

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.