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Nuveen S&P 500 Dynamic Overwrite Fund

227 hedge funds and large institutions have $693M invested in Nuveen S&P 500 Dynamic Overwrite Fund in 2026 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 50 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,667% more first-time investments, than exits

New positions opened: 173 | Existing positions closed: 3

4,900% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 1

918% more capital invested

Capital invested by funds: $68.1M → $693M (+$625M)

278% more funds holding

Funds holding: 60227 (+167)

219.08% more ownership

Funds ownership: 21.02%240.1% (+219%)

Holders
227
Holders Change
+167
Holders Change %
+278.33%
% of All Funds
2.79%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
173
Increased
50
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCMW
51
Cypress Capital Management (Wyoming)
Wyoming
$1.52M +$1.66M +94,482 New
PAG
52
Private Advisor Group
New Jersey
$1.48M +$1.06M +60,649 +193%
DADC
53
D.A. Davidson & Co
Montana
$1.47M +$1.61M +91,536 New
RIS
54
Richmond Investment Services
Wisconsin
$1.43M +$1.56M +89,052 New
AC
55
Almitas Capital
California
$1.42M +$1.55M +88,552 New
MML Investors Services
56
MML Investors Services
Massachusetts
$1.38M +$1.5M +85,582 New
FWM
57
Forteris Wealth Management
New York
$1.37M +$1.5M +85,297 New
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$1.29M +$1.4M +80,004 +40,002%
IWC
59
Integrated Wealth Concepts
Massachusetts
$1.2M +$1.31M +74,952 New
MC
60
Moors & Cabot
Massachusetts
$1.2M +$1.13M +64,264 +634%
ATS
61
Ashton Thomas Securities
New York
$1.1M +$1.2M +68,250 New
ICM
62
Islay Capital Management
Texas
$1.07M +$1.17M +66,611 New
DC
63
Davenport & Co
Virginia
$1.07M +$227K +12,923 +24%
TWP
64
Tyche Wealth Partners
Texas
$1.04M +$347K +19,779 +44%
AF
65
Allworth Financial
California
$1.01M +$767K +43,758 +227%
Truist Financial
66
Truist Financial
North Carolina
$979K +$745K +42,471 +230%
HPWM
67
High Point Wealth Management
New Jersey
$965K +$613K +34,979 +140%
BSTWA
68
Blake Schutter Theil Wealth Advisors
Ohio
$922K +$1.01M +57,379 New
GC
69
GatePass Capital
Ohio
$845K +$922K +52,563 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$838K +$814K +46,410 +807%
LSC
71
Logan Stone Capital
Illinois
$825K +$708K +40,384 +370%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$823K +$899K +51,232 New
SIM
73
Sims Investment Management
Ohio
$811K +$885K +50,462 New
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$810K +$884K +50,384 New
LWL
75
Leo Wealth LLC
Texas
$801K +$874K +49,854 New