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Nuveen S&P 500 Dynamic Overwrite Fund

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

8% more funds holding

Funds holding: 4953 (+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

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.9M +$2.22M +123,675 +22%
UBS Group
2
UBS Group
Switzerland
$7.09M +$174K +9,708 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$6.05M +$28.1K +1,564 +0.5%
LPL Financial
4
LPL Financial
California
$5.45M +$1.1M +61,119 +24%
Invesco
5
Invesco
Georgia
$5.41M +$164K +9,162 +3%
Morgan Stanley
6
Morgan Stanley
New York
$3.89M +$159K +8,879 +4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.2M +$18.4K +1,027 +0.8%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.11M +$265K +14,788 +14%
GC
9
Guggenheim Capital
Illinois
$1.99M -$1.09M -60,585 -35%
SFS
10
Shaker Financial Services
Virginia
$1.52M +$252K +14,043 +20%
Bank of America
11
Bank of America
North Carolina
$1.34M -$60K -3,344 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.16M -$12.2K -679 -1%
FFG
13
Fortem Financial Group
California
$1.1M +$76.6K +4,268 +7%
AAM
14
Advisors Asset Management
Colorado
$1.08M -$1.71K -95 -0.2%
DC
15
Davenport & Co
Virginia
$934K -$1.99K -111 -0.2%
SDAM
16
Shulman DeMeo Asset Management
New York
$817K -$915 -51 -0.1%
PFO
17
PMG Family Office
Texas
$796K +$801K +44,637 New
TWP
18
Tyche Wealth Partners
Texas
$783K +$1.9K +106 +0.2%
Ameriprise
19
Ameriprise
Minnesota
$672K -$7.68K -428 -1%
PAG
20
Private Advisor Group
New Jersey
$669K -$18.7K -1,040 -3%
IA
21
IFP Advisors
Florida
$518K -$2.51K -140 -0.5%
GWSG
22
GPS Wealth Strategies Group
Colorado
$456K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$430K -$9.15K -510 -2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$376K +$23.1K +1,287 +6%
AF
25
Allworth Financial
California
$337K +$1.47K +82 +0.4%

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.