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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
TWC
101
TD Waterhouse Canada
Ontario, Canada
$70.5K
GWM
102
Geneos Wealth Management
Colorado
$66.7K +$19.6K +801 +47%
EB
103
Eastern Bank
Massachusetts
$60.7K
GRP
104
Global Retirement Partners
California
$60.6K +$55.9K +2,290 New
BIA
105
Bell Investment Advisors
California
$58.7K +$54.2K +2,219 New
SS
106
Sunbelt Securities
Texas
$49.6K
HI
107
Harbour Investments
Wisconsin
$48.2K +$18.1K +740 +69%
PTC
108
Private Trust Company
Ohio
$39.7K
KFI
109
Key Financial Inc
Pennsylvania
$29.2K
CA
110
CoreCap Advisors
Michigan
$26.5K -$29.9K -1,224 -55%
CA
111
Clearstead Advisors
Ohio
$26.5K
M
112
MOTCO
Texas
$18.6K +$17.1K +700 New
BF
113
BOK Financial
Oklahoma
$17.4K
CBT
114
CoreFirst Bank & Trust
Kansas
$17.4K +$16.1K +658 New
HCM
115
Hollencrest Capital Management
California
$13K +$2.66K +109 +28%
SL
116
Salomon & Ludwin
Virginia
$12.9K
WA
117
WPG Advisers
Maryland
$10.9K +$7.79K +319 +339%
VFM
118
Vision Financial Markets
Connecticut
$10.8K +$244 +10 +3%
SWM
119
Spire Wealth Management
Virginia
$9.32K
PS
120
Principal Securities
Iowa
$7.94K
BBPWM
121
Blue Bell Private Wealth Management
Pennsylvania
$7.15K
VWM
122
Vermillion Wealth Management
Minnesota
$6.27K
WPA
123
Wealth Preservation Advisors
Tennessee
$5.85K
TJHA
124
Thomas J. Herzfeld Advisors
Florida
$5.61K -$2.71M -110,950 -100%
GSWM
125
Golden State Wealth Management
California
$5.56K

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.