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Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

60 hedge funds and large institutions have $68.1M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

13% more funds holding

Funds holding: 53 → 60 (+7)

9% more capital invested

Capital invested by funds: $62.3M → $68.1M (+$5.77M)

1.19% more ownership

Funds ownership: 19.83% → 21.02% (+1.2%)

Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
20
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.26M
2
LPL Financial
LPL Financial
California
+$792K
3
Invesco
Invesco
Georgia
+$685K
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$668K
5
Osaic Holdings
Osaic Holdings
Arizona
+$521K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.52M
2
GWSG
GPS Wealth Strategies Group
Colorado
-$456K
3
UBS Group
UBS Group
Switzerland
-$281K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$226K
5
PFS
Prospera Financial Services
Texas
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$442K -$1.67K -95 -0.4%
AF
27
Allworth Financial
California
$348K +$53 +3 +0%
Truist Financial
28
Truist Financial
North Carolina
$333K +$2.85K +162 +0.9%
DAS
29
Diversify Advisory Services
Utah
$274K – – –
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$265K +$259K +14,690 New
1CP
31
1607 Capital Partners
Virginia
$259K – – –
KWA
32
Kingswood Wealth Advisors
California
$246K – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$243K -$15.9K -904 -6%
ACP
34
Aviance Capital Partners
Florida
$230K +$3.2K +182 +1%
LSC
35
Logan Stone Capital
Illinois
$197K +$192K +10,924 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$194K -$1.07K -61 -0.6%
ACA
37
Aptus Capital Advisors
Alabama
$191K – – –
WS
38
Wedbush Securities
California
$187K +$182K +10,363 New
DI
39
Decision Investments
California
$185K +$181K +10,270 New
MC
40
Moors & Cabot
Massachusetts
$183K +$178K +10,131 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$104K -$915 -52 -0.9%
KAS
42
Kestra Advisory Services
Texas
$70.2K +$68.5K +3,890 New
NA
43
NewEdge Advisors
Louisiana
$47.7K – – –
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$45.1K +$44K +2,500 New
NSIM
45
North Star Investment Management
Illinois
$36.1K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$31.1K – – –
FFA
47
Farther Finance Advisors
California
$28.3K +$22K +1,250 +393%
Comerica Bank
48
Comerica Bank
Texas
$18K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$18K – – –
FHA
50
Flagship Harbor Advisors
Massachusetts
$17.5K +$17.1K +971 New
1
2
3

SPXX Hedge Fund Activity: Q4 2025 in Review

60 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) for Q4 2025, worth a combined $68.1M — up 9.3% from $62.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPXX positions and 9 closed out — a net gain of 7 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.26M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.52M sold.

  • 60 institutional investors held Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) as of Q4 2025, up from 53 in Q3 2025.
  • Funds reported $68.1M of Nuveen S&P 500 Dynamic Overwrite Fund stock for Q4 2025, up 9.3% quarter-over-quarter.
  • 16 funds opened new Nuveen S&P 500 Dynamic Overwrite Fund positions in Q4 2025 and 9 closed out, a net change of +7 holders.
  • The largest Nuveen S&P 500 Dynamic Overwrite Fund buyer in Q4 2025 was Guggenheim Capital, an estimated $1.26M added.
  • The largest Nuveen S&P 500 Dynamic Overwrite Fund seller in Q4 2025 was Shaker Financial Services, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2025.