Who Owns Nuveen AMT-Free Municipal Value Fund (NUW)?Hedge Fund & Institutional Holders

$14.23-0.04 (-0.28%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5618884170006088e+152T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$13.18$13.53$13.88$14.22$14.57Sep 24Jun 25Mar 26

NUW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Hennion & Walsh Asset Management, Inc.New Position+399K+$5.7M
Sanctuary Advisors, LLCNew Position+271K+$3.8M
JONES FINANCIAL COMPANIES LLLPNew Position+239K+$3.0M
Carnegie Investment CounselNew Position+81K+$1.2M
Smartleaf Asset Management LLCNew Position+83K+$1.0M
Breakwater Capital GroupNew Position+51K+$734K
ACCESS FINANCIAL SERVICES, INC.New Position+44K+$624K
Midwest Financial Group LLCNew Position+43K+$614K
MELFA WEALTH MANAGEMENT, INC.New Position+33K+$471K
SFI Advisors, LLCNew Position+31K+$449K
Ackerman Capital Advisors, LLCNew Position+28K+$396K
Realta Investment AdvisorsNew Position+23K+$329K
Tyche Wealth Partners LLCNew Position+22K+$311K
Creekside PartnersNew Position+20K+$286K
SAX WEALTH ADVISORS, LLCNew Position+19K+$277K

NUW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
1607 Capital Partners, LLCDecreased-125K-$17.2B
MORGAN STANLEYDecreased-4K-$10.5B
Tortoise Investment Management, LLCDecreased-66K-$9.7B
RIVERNORTH CAPITAL MANAGEMENT, LLCDecreased-4K-$6.1B
BANK OF AMERICA CORP /DE/Decreased-923-$2.2B
WELLS FARGO & COMPANY/MNDecreased-11K-$1.3B
AHL INVESTMENT MANAGEMENT, INC.Closed Position-81K-$1.2B
Kestra Advisory Services, LLCDecreased-3K-$589.7M
Uniting Wealth Partners, LLCClosed Position-30K-$424.0M
OSAIC HOLDINGS, INC.Decreased-3K-$342.6M
Hilltop Holdings Inc.Decreased-596-$192.3M
NewEdge Advisors, LLCDecreased-928-$64.2M
FIFTH THIRD BANCORPClosed Position-610-$8.7M
Wealthspire Advisors, LLCClosed Position-449-$6.4M
VAN ECK ASSOCIATES CORPDecreased-10K-$655K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
11607 Capital Partners, LLC1,091,459$15.6M1.06%Share
2Tortoise Investment Management, LLC617,823$8.8M0.78%Share
3MORGAN STANLEY505,928$7.0M0.00%Share
4RIVERNORTH CAPITAL MANAGEMENT, LLC425,311$6.1M0.29%Share
5GUGGENHEIM CAPITAL LLC464,909$6.0M0.04%Share
6Hennion & Walsh Asset Management, Inc.398,786$5.7M0.20%Share
7LPL Financial LLC211,245$3.0M0.00%Share
8CAPTRUST FINANCIAL ADVISORS270,456$3.0M0.01%Share
9JONES FINANCIAL COMPANIES LLLP239,210$3.0M0.00%Share
10UBS Group AG170,747$2.4M0.00%Share
11RAYMOND JAMES FINANCIAL INC207,811$2.0M0.00%Share
12BANK OF AMERICA CORP /DE/151,209$2.0M0.00%Share
13MORGAN STANLEY206,705$2.0M0.00%Share
14Carnegie Investment Counsel81,139$1.2M0.02%Share
15Sanctuary Advisors, LLC74,695$1.1M0.01%Share
16Invesco Ltd.72,483$1.0M0.00%Share
17Smartleaf Asset Management LLC83,344$1.0M0.04%Share
18VAN ECK ASSOCIATES CORP106,360$1.0M0.00%Share
19RAYMOND JAMES FINANCIAL INC124,846$1.0M0.00%Share
20Sanctuary Advisors, LLC68,567$937K0.01%Share
21Sanctuary Advisors, LLC63,768$876K0.01%Share
22Sanctuary Advisors, LLC63,768$876K0.01%Share
23Breakwater Capital Group51,335$734K0.10%Share
24Koshinski Asset Management, Inc.48,679$696K0.04%Share
25ACCESS FINANCIAL SERVICES, INC.43,635$624K0.23%Share
26Midwest Financial Group LLC42,949$614K0.27%Share
27Dynamic Advisor Solutions LLC40,772$583K0.02%Share
28MELFA WEALTH MANAGEMENT, INC.32,929$471K0.27%Share
29SFI Advisors, LLC31,419$449K0.29%Share
30Ackerman Capital Advisors, LLC27,727$396K0.08%Share
31Hickory Point Bank & Trust27,300$390K0.28%Share
32Realta Investment Advisors23,015$329K0.11%Share
33Tyche Wealth Partners LLC21,800$311K0.05%Share
34Creekside Partners20,000$286K0.12%Share
35SAX WEALTH ADVISORS, LLC19,419$277K0.01%Share
36NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO11,441$254K0.00%Share
37STEPHENS INC /AR/17,180$245K0.00%Share
38D.A. DAVIDSON & CO.14,000$200K0.00%Share
39Aviance Capital Partners, LLC13,029$186K0.02%Share
40Wealth Management Associates, Inc.10,893$155K0.05%Share
41Disciplined Investments, LLC10,183$145K0.06%Share
42Fairscale Capital, LLC9,270$132K0.09%Share
43Clean Yield Group6,428$91K0.03%Share
44Camelot Portfolios, LLC3,535$50K0.03%Share
45COMERICA BANK3,013$43K0.00%Share
46COMERICA BANK2,497$35K0.00%Share
47INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2,081$29K0.00%Share
48UBS Group AG1,706$24K0.00%Share
49EverSource Wealth Advisors, LLC1,500$21K0.00%Share
50Farther Finance Advisors, LLC967$13K0.00%Share

NUW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202563$83.4M+28
Q3 202535$72.0B-17
Q2 202552$67.3B-4
Q1 202556$83.3B+4
Q4 202452$4.9T+14
Q3 202438$58.5T+0
Q2 202438$60.3T+2
Q1 202436$58.3T—

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As of Q4 2025, 50 institutional investors hold NUW (Nuveen AMT-Free Municipal Value Fund). The largest holder is 1607 Capital Partners, LLC with $15.6M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own NUW?

As of Q4 2025, 50 institutional investors report holding NUW (Nuveen AMT-Free Municipal Value Fund) in their 13F filings.

Who is the largest institutional holder of NUW?

The largest institutional holder of NUW is 1607 Capital Partners, LLC with $15.6M in shares.

Is institutional ownership of NUW increasing or decreasing?

This quarter, 15 institutions opened new positions in NUW and 4 closed their positions.