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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

53 hedge funds and large institutions have $62.3M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

8% more funds holding

Funds holding: 49 → 53 (+4)

5% more capital invested

Capital invested by funds: $59.1M → $62.3M (+$3.2M)

1.27% more ownership

Funds ownership: 18.56% → 19.83% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.22M
2
LPL Financial
LPL Financial
California
+$1.1M
3
Two Sigma Investments
Two Sigma Investments
New York
+$287K
4
Osaic Holdings
Osaic Holdings
Arizona
+$265K
5
SFS
Shaker Financial Services
Virginia
+$252K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.09M
2
1CP
1607 Capital Partners
Virginia
-$362K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$191K
4
SPIA
Steward Partners Investment Advisory
New York
-$62.8K
5
Bank of America
Bank of America
North Carolina
-$60K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$320K -$13.4K -749 -4%
Two Sigma Investments
27
Two Sigma Investments
New York
$280K +$287K +15,997 New
DAS
28
Diversify Advisory Services
Utah
$269K -$22.4K -1,250 -8%
WWM
29
Western Wealth Management
Colorado
$252K +$610 +34 +0.2%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$252K +$35.9K +2,000 +16%
1CP
31
1607 Capital Partners
Virginia
$251K -$362K -20,199 -58%
KWA
32
Kingswood Wealth Advisors
California
$238K – – –
ACP
33
Aviance Capital Partners
Florida
$220K +$1.58K +88 +0.7%
PFS
34
Prospera Financial Services
Texas
$217K -$35.9K -2,000 -14%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$189K +$194K +10,794 New
ACA
36
Aptus Capital Advisors
Alabama
$185K – – –
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$175K +$180K +10,011 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$102K -$538 -30 -0.5%
PS
39
Principal Securities
Iowa
$65.7K +$9.96K +555 +17%
NA
40
NewEdge Advisors
Louisiana
$46.2K – – –
NSIM
41
North Star Investment Management
Illinois
$35K – – –
FIA
42
FNY Investment Advisers
New York
$34K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$30.2K -$62.8K -3,500 -67%
Comerica Bank
44
Comerica Bank
Texas
$17.5K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$17.5K – – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$14K +$14.4K +800 New
SWIM
47
Smallwood Wealth Investment Management
New Jersey
$9.14K -$4.49K -250 -32%
DJSG
48
D.J. St. Germain
Massachusetts
$6.56K – – –
FFA
49
Farther Finance Advisors
California
$5.56K – – –
KTC
50
Kentucky Trust Company
Kentucky
$4.2K – – –
1
2
3

SPXX Hedge Fund Activity: Q3 2025 in Review

53 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q3 2025, worth a combined $62.3M — up 5.4% from $59.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPXX positions and 2 closed out — a net gain of 4 holders — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $2.22M. The largest seller was Guggenheim Capital, cutting an estimated $1.09M.

  • 53 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q3 2025, up from 49 in Q2 2025.
  • Funds reported $62.3M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q3 2025, up 5.4% quarter-over-quarter.
  • 6 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q3 2025 and 2 closed out, a net change of +4 holders.
  • The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q3 2025 was Wells Fargo, an estimated $2.22M added.
  • The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q3 2025 was Guggenheim Capital, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2025.