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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.22M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.1M |
| 3 |
Two Sigma Investments
New York
|
+$287K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$265K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.09M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$362K |
| 3 |
Bank of New York Mellon
New York
|
-$191K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$62.8K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$60K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $3.01K | – | – | – |
|
|
AAS
52
Ameritas Advisory Services
Lincoln,
Nebraska
| $1.68K | – | – | – |
|
|
ASN
53
Advisory Services Network
Atlanta,
Georgia
| $700 | +$718 | +40 | New |
|
|
54
Bank of New York Mellon
New York
| – | -$191K | -10,772 | Closed |
|
|
PSFG
55
Park Square Financial Group
Roswell,
Georgia
| – | -$2.82K | -159 | Closed |
|
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.