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Nuveen NASDAQ 100 Dynamic Overwrite Fund

130 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, 44 increasing their positions, 33 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
130
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
76
Jacobi Capital Management
Pennsylvania
$250K
SA
77
Sovran Advisors
California
$242K
CWG
78
Cornerstone Wealth Group
North Carolina
$224K
WP
79
WealthShield Partners
North Carolina
$219K
FAM
80
Formidable Asset Management
Ohio
$219K
NLP
81
Next Level Private
New York
$213K
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$210K
Pathstone Holdings
83
Pathstone Holdings
New Jersey
$208K
AFG
84
Atomi Financial Group
New York
$207K
US Bancorp
85
US Bancorp
Minnesota
$207K
HWAM
86
Hennion & Walsh Asset Management
New Jersey
$206K
EH
87
Equitable Holdings
New York
$205K
GAM
88
Griffin Asset Management
New York
$201K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$183K
AF
90
Allworth Financial
California
$145K
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$126K
NFSG
92
Newbridge Financial Services Group
Florida
$120K
MSG
93
Main Street Group
Virginia
$114K
SPIA
94
Steward Partners Investment Advisory
New York
$112K
AAS
95
Ameritas Advisory Services
Nebraska
$102K
FIA
96
FNY Investment Advisers
New York
$100K
TCOV
97
Trust Company of Vermont
Vermont
$88.6K
OP
98
ORG Partners
Indiana
$74.4K
CAL
99
Capital Analysts LLC
Pennsylvania
$72K
TWC
100
TD Waterhouse Canada
Ontario, Canada
$70.5K