We are live on ! Find out more
SPXX icon

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

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: 5360 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Wolverine Asset Management
Illinois
$14K +$13.7K +778 New
SAG
52
SageView Advisory Group
California
$12K +$11.7K +663 New
SIS
53
Sound Income Strategies
Florida
$10.5K +$10.2K +581 New
SWIM
54
Smallwood Wealth Investment Management
New Jersey
$9.79K +$352 +20 +4%
AAP
55
Arax Advisory Partners
Colorado
$9.02K +$8.8K +500 New
DJSG
56
D.J. St. Germain
Massachusetts
$6.76K
JP Morgan Chase
57
JP Morgan Chase
New York
$4.83K +$4.72K +268 New
KTC
58
Kentucky Trust Company
Kentucky
$4.33K
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$3.61K +$3.52K +200 New
GWM
60
Geneos Wealth Management
Colorado
$3.1K
SFS
61
Shaker Financial Services
Virginia
-$1.52M -85,118 Closed
GWSG
62
GPS Wealth Strategies Group
Colorado
-$456K -26,090 Closed
PFS
63
Prospera Financial Services
Texas
-$217K -12,400 Closed
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
-$175K -10,011 Closed
PS
65
Principal Securities
Iowa
-$65.7K -3,755 Closed
FIA
66
FNY Investment Advisers
New York
-$34K -2,000 Closed
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
-$14K -800 Closed
AAS
68
Ameritas Advisory Services
Nebraska
-$1.68K -96 Closed
ASN
69
Advisory Services Network
Georgia
-$700 -40 Closed

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.