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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
2.8%
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
Morgan Stanley
1
Morgan Stanley
New York
$197M +$210M +11,997,085 +5,200%
Wells Fargo
2
Wells Fargo
California
$42.2M +$33.8M +1,926,184 +275%
LPL Financial
3
LPL Financial
California
$31.7M +$28.4M +1,617,627 +454%
Invesco
4
Invesco
Georgia
$31.3M +$28M +1,598,838 +459%
UBS Group
5
UBS Group
Switzerland
$30.3M +$26.2M +1,494,850 +384%
Raymond James Financial
6
Raymond James Financial
Florida
$29.5M +$26.1M +1,489,067 +429%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$26.1M +$27.8M +1,583,680 +4,171%
SCM
8
Saba Capital Management
New York
$24.7M +$27M +1,537,423 New
Bank of America
9
Bank of America
North Carolina
$21.3M +$22M +1,251,909 +1,677%
AAM
10
Advisors Asset Management
Colorado
$19.2M +$20M +1,138,830 +2,062%
GC
11
Guggenheim Capital
Illinois
$16.9M +$15.2M +864,338 +467%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$9.54M +$8.44M +480,962 +426%
HighTower Advisors
13
HighTower Advisors
Illinois
$9.53M +$10.4M +592,916 New
Osaic Holdings
14
Osaic Holdings
Arizona
$9.49M +$7.72M +440,264 +293%
WAM
15
Wolverine Asset Management
Illinois
$8.83M +$9.62M +548,810 +70,541%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.5M +$7.97M +454,483 +612%
AIA
17
Absolute Investment Advisers
Florida
$6.92M +$7.55M +430,433 New
Ameriprise
18
Ameriprise
Minnesota
$6.91M +$6.85M +390,541 +968%
SFS
19
Shaker Financial Services
Virginia
$6.55M +$7.14M +407,322 New
TPWM
20
Twelve Points Wealth Management
Massachusetts
$5.23M +$5.71M +325,501 New
Stifel Financial
21
Stifel Financial
Missouri
$5.21M +$5.69M +324,292 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.62M +$4.85M +276,581 +2,577%
CIA
23
Capital Investment Advisors
Georgia
$4.59M +$5.01M +285,535 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$4.21M +$4.12M +234,800 +856%
IAA
25
Independent Advisor Alliance
North Carolina
$3.98M +$4.34M +247,485 New