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Nuveen S&P 500 Dynamic Overwrite Fund

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
Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$442K
AF
27
Allworth Financial
California
$348K
Truist Financial
28
Truist Financial
North Carolina
$333K
DAS
29
Diversify Advisory Services
Utah
$274K
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$265K
1CP
31
1607 Capital Partners
Virginia
$259K
KWA
32
Kingswood Wealth Advisors
California
$246K
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$243K
ACP
34
Aviance Capital Partners
Florida
$230K
LSC
35
Logan Stone Capital
Illinois
$197K
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$194K
ACA
37
Aptus Capital Advisors
Alabama
$191K
WS
38
Wedbush Securities
California
$187K
DI
39
Decision Investments
California
$185K
MC
40
Moors & Cabot
Massachusetts
$183K
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$104K
KAS
42
Kestra Advisory Services
Texas
$70.2K
NA
43
NewEdge Advisors
Louisiana
$47.7K
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$45.1K
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
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$18K
Comerica Bank
49
Comerica Bank
Texas
$18K
FHA
50
Flagship Harbor Advisors
Massachusetts
$17.5K