We are live on ! Find out more
SPXX icon

Nuveen S&P 500 Dynamic Overwrite Fund
SPXX

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: 53 → 60 (+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
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.26M
2
LPL Financial
LPL Financial
California
+$792K
3
Invesco
Invesco
Georgia
+$685K
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$668K
5
Osaic Holdings
Osaic Holdings
Arizona
+$521K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$1.52M
2
GWSG
GPS Wealth Strategies Group
Colorado
-$456K
3
UBS Group
UBS Group
Switzerland
-$281K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$226K
5
PFS
Prospera Financial Services
Texas
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$12.6M +$336K +19,070 +3%
UBS Group
2
UBS Group
Switzerland
$7.02M -$281K -15,966 -4%
LPL Financial
3
LPL Financial
California
$6.43M +$792K +44,964 +14%
Invesco
4
Invesco
Georgia
$6.28M +$685K +38,908 +13%
Raymond James Financial
5
Raymond James Financial
Florida
$6.26M +$23.5K +1,337 +0.4%
Morgan Stanley
6
Morgan Stanley
New York
$4.16M +$141K +8,036 +4%
GC
7
Guggenheim Capital
Illinois
$3.34M +$1.26M +71,427 +63%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.72M +$521K +29,582 +24%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.04M -$226K -12,809 -10%
Bank of America
10
Bank of America
North Carolina
$1.35M -$38K -2,161 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.34M +$136K +7,745 +12%
FFG
12
Fortem Financial Group
California
$1.28M +$150K +8,494 +14%
AAM
13
Advisors Asset Management
Colorado
$996K -$118K -6,680 -11%
DC
14
Davenport & Co
Virginia
$963K – – –
SDAM
15
Shulman DeMeo Asset Management
New York
$832K -$10.7K -605 -1%
TWP
16
Tyche Wealth Partners
Texas
$812K +$3.82K +217 +0.5%
PFO
17
PMG Family Office
Texas
$810K +$4.22K +240 +0.5%
Ameriprise
18
Ameriprise
Minnesota
$728K +$34.4K +1,956 +5%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$685K +$668K +37,967 New
WWM
20
Western Wealth Management
Colorado
$617K +$349K +19,811 +138%
PAG
21
Private Advisor Group
New Jersey
$566K -$121K -6,880 -18%
IA
22
IFP Advisors
Florida
$522K -$11.6K -660 -2%
Two Sigma Investments
23
Two Sigma Investments
New York
$500K +$206K +11,719 +73%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$495K +$105K +5,942 +28%
HPWM
25
High Point Wealth Management
New Jersey
$452K +$441K +25,052 New
1
2 3

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.