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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
Morgan Stanley
1
Morgan Stanley
New York
$54.2M +$6.59M +269,870 +15%
KIM
2
Karpus Investment Management
New York
$47.7M -$294K -12,030 -0.7%
Wells Fargo
3
Wells Fargo
California
$32.4M +$1.78M +72,752 +6%
Invesco
4
Invesco
Georgia
$21.8M +$203K +8,323 +1%
UBS Group
5
UBS Group
Switzerland
$19.5M -$1.79M -73,230 -9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$19.1M -$465K -19,052 -3%
CA
7
Cornerstone Advisors
North Carolina
$15M -$8.7M -356,446 -39%
LPL Financial
8
LPL Financial
California
$13.9M +$1.32M +54,052 +11%
1CP
9
1607 Capital Partners
Virginia
$13.8M +$132K +5,392 +1%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$13.3M +$2.08M +85,328 +20%
GC
11
Guggenheim Capital
Illinois
$10.9M +$1.48M +60,608 +17%
Raymond James Financial
12
Raymond James Financial
Florida
$10.4M +$368K +15,064 +4%
Bank of America
13
Bank of America
North Carolina
$9.94M -$2.22M -90,859 -19%
NSLI
14
Nan Shan Life Insurance
Taiwan
$7.97M
HighTower Advisors
15
HighTower Advisors
Illinois
$6.63M -$992K -40,624 -14%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$6M -$911K -37,322 -14%
Ameriprise
17
Ameriprise
Minnesota
$5.35M -$1.62M -66,197 -25%
PAMP
18
Polar Asset Management Partners
Ontario, Canada
$5.01M +$3.83M +156,872 +482%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.95M +$253K +10,358 +6%
CCMW
20
Cypress Capital Management (Wyoming)
Wyoming
$4.35M +$2.36M +96,731 +150%
AWA
21
Arete Wealth Advisors
Illinois
$3.31M +$79.7K +3,263 +3%
AA
22
AQR Arbitrage
Connecticut
$3.06M -$2.34M -95,946 -45%
AAM
23
Advisors Asset Management
Colorado
$2.67M +$526K +21,535 +27%
DADC
24
D.A. Davidson & Co
Montana
$2.33M +$71.6K +2,934 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.19M +$45.3K +1,855 +2%

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.