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Nuveen NASDAQ 100 Dynamic Overwrite Fund

139 hedge funds and large institutions have $356M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0% more funds holding

Funds holding: 139139 (0)

0.72% less ownership

Funds ownership: 30.94%30.21% (-0.72%)

7% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 42

13% less capital invested

Capital invested by funds: $409M → $356M (-$52.7M)

Holders
139
Holders Change
Holders Change %
0%
% of All Funds
1.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
39
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$43.1M -$719K -27,539 -1%
Morgan Stanley
2
Morgan Stanley
New York
$42.2M -$760K -29,117 -2%
Wells Fargo
3
Wells Fargo
California
$27.3M +$1.85M +70,730 +7%
CA
4
Cornerstone Advisors
North Carolina
$21.9M -$5.11M -195,615 -17%
Invesco
5
Invesco
Georgia
$19.3M -$1.21M -46,179 -5%
UBS Group
6
UBS Group
Switzerland
$19.2M +$752K +28,822 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.6M +$560K +21,434 +3%
1CP
8
1607 Capital Partners
Virginia
$12.3M -$3.34M -128,056 -20%
LPL Financial
9
LPL Financial
California
$11.2M -$921K -35,281 -7%
Bank of America
10
Bank of America
North Carolina
$11.1M +$1.15M +44,054 +10%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$9.94M +$3.41M +130,637 +45%
Raymond James Financial
12
Raymond James Financial
Florida
$9.01M -$51K -1,955 -0.5%
GC
13
Guggenheim Capital
Illinois
$8.36M +$19.3K +740 +0.2%
NSLI
14
Nan Shan Life Insurance
Taiwan
$7.15M -$11.9M -457,521 -60%
HighTower Advisors
15
HighTower Advisors
Illinois
$6.91M +$91.3K +3,496 +1%
Ameriprise
16
Ameriprise
Minnesota
$6.38M +$2.37M +90,956 +51%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$6.27M -$91.8K -3,518 -1%
RPCONE
18
Retirement Planning Company of New England
Rhode Island
$5.82M +$423K +16,194 New
SFS
19
Shaker Financial Services
Virginia
$5.35M +$1.08M +41,347 +23%
AA
20
AQR Arbitrage
Connecticut
$4.94M -$32.2K -1,232 -0.6%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.19M -$260K -9,971 -5%
FHA
22
Flagship Harbor Advisors
Massachusetts
$3.92M -$12.1K -462 -0.3%
WAM
23
Wolverine Asset Management
Illinois
$3.1M +$1.11M +42,531 +48%
AWA
24
Arete Wealth Advisors
Illinois
$2.9M +$23.8K +913 +0.8%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$2.64M -$157K -6,007 -5%

QQQX Hedge Fund Activity: Q1 2025 in Review

139 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) for Q1 2025, worth a combined $356M — down 13% from $409M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new QQQX positions and 15 closed out — a net gain of 2 holders — while 39 added to existing stakes and 42 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $3.41M. The largest seller was Nan Shan Life Insurance, cutting an estimated $11.9M.

  • 139 institutional investors held Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $356M of Nuveen NASDAQ 100 Dynamic Overwrite Fund stock for Q1 2025, down 13% quarter-over-quarter.
  • 17 funds opened new Nuveen NASDAQ 100 Dynamic Overwrite Fund positions in Q1 2025 and 15 closed out, a net change of +2 holders.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund buyer in Q1 2025 was Allspring Global Investments, an estimated $3.41M added.
  • The largest Nuveen NASDAQ 100 Dynamic Overwrite Fund seller in Q1 2025 was Nan Shan Life Insurance, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2025.