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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
Morgan Stanley
1
Morgan Stanley
New York
$54.1M -$2.08M -77,717 -4%
KIM
2
Karpus Investment Management
New York
$47.3M -$2.17M -81,065 -4%
Wells Fargo
3
Wells Fargo
California
$33.9M +$334K +12,446 +1%
Invesco
4
Invesco
Georgia
$23.2M +$596K +22,215 +3%
UBS Group
5
UBS Group
Switzerland
$20.6M +$325K +12,122 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$19.7M -$106K -3,951 -0.5%
LPL Financial
7
LPL Financial
California
$15M +$556K +20,746 +4%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$14.9M +$1.01M +37,751 +7%
1CP
9
1607 Capital Partners
Virginia
$14.4M +$48.2K +1,797 +0.3%
GC
10
Guggenheim Capital
Illinois
$11.8M +$455K +16,980 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$11.2M +$320K +11,932 +3%
Bank of America
12
Bank of America
North Carolina
$9.91M -$387K -14,438 -4%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.17M +$295K +10,991 +4%
PCM
14
Penserra Capital Management
California
$6.67M +$6.51M +242,845 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$6.43M +$197K +7,332 +3%
Ameriprise
16
Ameriprise
Minnesota
$5.73M +$173K +6,467 +3%
CA
17
Cornerstone Advisors
North Carolina
$5.55M -$9.79M -365,176 -64%
Osaic Holdings
18
Osaic Holdings
Arizona
$5.32M +$275K +10,257 +5%
PAMP
19
Polar Asset Management Partners
Ontario, Canada
$5.31M +$104K +3,888 +2%
AAM
20
Advisors Asset Management
Colorado
$4.72M +$1.9M +70,875 +70%
CCMW
21
Cypress Capital Management (Wyoming)
Wyoming
$4.53M +$18.9K +704 +0.4%
AWA
22
Arete Wealth Advisors
Illinois
$3.45M +$14.3K +533 +0.4%
SFS
23
Shaker Financial Services
Virginia
$3.37M +$3.23M +120,498 New
Two Sigma Investments
24
Two Sigma Investments
New York
$3.05M +$860K +32,070 +41%
DADC
25
D.A. Davidson & Co
Montana
$2.38M -$28.5K -1,062 -1%

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.