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Nuveen NASDAQ 100 Dynamic Overwrite Fund

140 hedge funds and large institutions have $380M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

7% more funds holding

Funds holding: 131140 (+9)

2% more capital invested

Capital invested by funds: $372M → $380M (+$8.44M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.41% less ownership

Funds ownership: 28.76%28.35% (-0.41%)

Holders
140
Holders Change
+9
Holders Change %
+6.87%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
50
Reduced
34
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
76
Bay Capital Advisors
Virginia
$275K
MFG
77
Merit Financial Group
Georgia
$275K -$30.4K -1,134 -10%
FAM
78
Formidable Asset Management
Ohio
$270K +$26.8K +1,000 +11%
JCM
79
Jacobi Capital Management
Pennsylvania
$264K +$4.48K +167 +2%
SA
80
Sovran Advisors
California
$260K
GS
81
GWN Securities
Florida
$255K -$258K -9,640 -51%
Pathstone Holdings
82
Pathstone Holdings
New Jersey
$249K +$32.4K +1,207 +15%
NLP
83
Next Level Private
New York
$239K +$16.7K +622 +8%
CWG
84
Cornerstone Wealth Group
North Carolina
$232K
Creative Planning
85
Creative Planning
Kansas
$231K +$226K +8,426 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$231K +$40.2K +1,500 +22%
EH
87
Equitable Holdings
New York
$222K +$9.38K +350 +5%
PI
88
PFG Investments
New York
$215K +$210K +7,846 New
HWAM
89
Hennion & Walsh Asset Management
New Jersey
$210K -$3.27K -122 -2%
AFG
90
Atomi Financial Group
New York
$207K -$7.96K -297 -4%
WP
91
WealthShield Partners
North Carolina
$205K -$21.8K -812 -10%
CWS
92
Cypress Wealth Services
California
$204K +$199K +7,441 New
GAM
93
Griffin Asset Management
New York
$204K -$3.94K -147 -2%
CJ
94
Caitlin John
Michigan
$160K +$156K +5,836 New
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$150K +$19.1K +713 +15%
CAL
96
Capital Analysts LLC
Pennsylvania
$148K +$72.4K +2,702 +100%
AF
97
Allworth Financial
California
$142K -$8.31K -310 -6%
MSG
98
Main Street Group
Virginia
$119K
NFSG
99
Newbridge Financial Services Group
Florida
$115K -$9.38K -350 -8%
SPIA
100
Steward Partners Investment Advisory
New York
$113K -$3.43K -128 -3%

QQQX Hedge Fund Activity: Q3 2025 in Review

140 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q3 2025, worth a combined $380M — up 2.3% from $372M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new QQQX positions and 9 closed out — a net gain of 10 holders — while 50 added to existing stakes and 34 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $6.51M. The largest seller was Cornerstone Advisors, cutting an estimated $9.79M.

  • 140 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q3 2025, up from 131 in Q2 2025.
  • Funds reported $380M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q3 2025, up 2.3% quarter-over-quarter.
  • 19 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q3 2025 and 9 closed out, a net change of +10 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q3 2025 was Penserra Capital Management, an estimated $6.51M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q3 2025 was Cornerstone Advisors, an estimated $9.79M sold.

Based on aggregated 13F filings for Q3 2025.