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Nuveen NASDAQ 100 Dynamic Overwrite Fund

136 hedge funds and large institutions have $355M invested in Nuveen NASDAQ 100 Dynamic Overwrite Fund in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

1.27% less ownership

Funds ownership: 28.51%27.24% (-1.3%)

7% less funds holding

Funds holding: 147136 (-11)

11% less capital invested

Capital invested by funds: $397M → $355M (-$42.1M)

20% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 25

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
136
Holders Change
-11
Holders Change %
-7.48%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
45
Reduced
37
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$51.9M -$1.97M -71,027 -4%
KIM
2
Karpus Investment Management
New York
$43.7M -$939K -33,820 -2%
Wells Fargo
3
Wells Fargo
California
$33.3M +$214K +7,722 +0.6%
Invesco
4
Invesco
Georgia
$20.8M -$931K -33,555 -4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.9M +$60.4K +2,177 +0.3%
UBS Group
6
UBS Group
Switzerland
$19.4M +$25.1K +905 +0.1%
LPL Financial
7
LPL Financial
California
$17M +$1.44M +51,982 +9%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$16M +$1.15M +41,518 +7%
GC
9
Guggenheim Capital
Illinois
$15.2M +$1.18M +42,442 +8%
Raymond James Financial
10
Raymond James Financial
Florida
$11.2M +$474K +17,074 +4%
Bank of America
11
Bank of America
North Carolina
$10M +$311K +11,219 +3%
1CP
12
1607 Capital Partners
Virginia
$8.96M -$4.94M -177,852 -35%
HighTower Advisors
13
HighTower Advisors
Illinois
$7.03M -$47.5K -1,713 -0.6%
AAM
14
Advisors Asset Management
Colorado
$6.5M +$1.35M +48,802 +25%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$6.29M +$52.2K +1,880 +0.8%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.68M +$203K +7,322 +4%
Ameriprise
17
Ameriprise
Minnesota
$5.06M -$428K -15,421 -8%
CCMW
18
Cypress Capital Management (Wyoming)
Wyoming
$4.85M +$426K +15,332 +9%
AO
19
Advisor OS
Illinois
$3.4M +$3.54M +127,390 New
DADC
20
D.A. Davidson & Co
Montana
$2.69M +$255K +9,195 +10%
KAS
21
Kestra Advisory Services
Texas
$1.96M +$1.74M +62,718 +590%
ICM
22
Ionic Capital Management
New York
$1.76M +$119K +4,271 +7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.75M -$286K -10,288 -14%
PFO
24
PMG Family Office
Texas
$1.64M +$11.6K +419 +0.7%
MA
25
MONECO Advisors
Connecticut
$1.62M -$34.1K -1,230 -2%