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Nuveen California Municipal Value Fund
NCA • NYSE
Nuveen California Municipal Value Fund is a publicly traded company on NYSE. As of Q3 2025, 47 institutional investors hold shares in this company, with total holdings valued at $64.1M. MORGAN STANLEY is the largest holder with a position valued at $16.1M.
Websitenuveen.com
Overview
Overview of institutional ownership in NCA as of Q3 2025
All Institutions
- Institutions
- 47
- Value Held
- $64.1M
- Shares Held
- 7.2M
- Avg Position
- $1.4M
- Median Position
- $230.2K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $2.3M
- Shares Held
- 255.5K
- Avg Position
- $2.3M
- Median Position
- $2.3M
Biggest Investors
Institutions with the largest positions in NCA as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $16.1M 0.00% of portfolio |
 UBS Group AG Institution | $11.5M 0.00% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $6.8M 0.12% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $6.3M 0.05% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $2.7M 0.00% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $2.7M 0.10% of portfolio |
L LPL Financial LLC Institution | $2.6M 0.00% of portfolio |
 1607 Capital Partners, LLC Hedge Fund•Sector | $2.3M 0.17% of portfolio |
 FIRST FOUNDATION ADVISORS RIA/Wealth | $1.4M 0.05% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.3M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for NCA in Q3 2025
- Traded
- +$1.2M
- Buyers
- 20
- Sellers
- 9
- Total Bought
- +$3.6M
- Total Sold
- −$2.4M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
UBS Group AG Institution | +$1.3M +147.8K shares |
Advisors Asset Management, Inc. ETF Provider | +$940.5K +105.7K shares |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | +$344.4K +38.7K shares |
+$182.5K +20.5K shares | |
A Advisor Group Holdings, Inc. Institution | +$170.9K +19.6K shares |
MORGAN STANLEY RIA/Wealth | +$164.9K +18.5K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$164.2K +18.8K shares |
 GOLUB GROUP LLC RIA/Wealth | +$111.3K +12.5K shares |
 Cetera Investment Advisers RIA/Wealth | +$46.3K +5.2K shares |
A Advisory Services Network, LLC RIA/Wealth | +$33.2K +3.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | −$713.1K −80.1K shares |
FIRST FOUNDATION ADVISORS RIA/Wealth | −$516.3K −58.0K shares |
 Allspring Global Investments Holdings, LLC Long Only Manager | −$495.0K −55.6K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$204.7K −23.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$199.5K −23.0K shares |
A Atlas Private Wealth Advisors RIA/Wealth | −$188.7K −21.2K shares |
 Tortoise Investment Management, LLC RIA/Wealth | −$85.8K −9.6K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$5.1K −570.0 shares |
WELLS FARGO & COMPANY/MN Institution | −$2.3K −262.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited NCA in Q3 2025
- New Positions
- 3
- New Value
- $293.7K
- Exited Positions
- 2
- Exited Value
- $199.5K
New Positions
| Institution | Position Value |
|---|---|
$182.5K 20.5K shares | |
GOLUB GROUP LLC RIA/Wealth | $111.3K 12.5K shares |
 Capital Analysts, Inc. RIA/Wealth | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $199.5K 23.0K shares |
Capital Analysts, Inc. RIA/Wealth | - 2.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in NCA as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with NCA as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | 0.42% $721.8K |
 Sterling Group Wealth Management, LLC RIA/Wealth | 0.24% $480.5K |
 SWEENEY & MICHEL, LLC RIA/Wealth | 0.23% $676.4K |
 REGATTA CAPITAL GROUP, LLC RIA/Wealth | 0.19% $1.2M |
A Atlas Private Wealth Advisors RIA/Wealth | 0.17% $710.1K |
1607 Capital Partners, LLC Hedge Fund•Sector | 0.17% $2.3M |
D DKM Wealth Management, Inc. RIA/Wealth | 0.15% $160.2K |
Advisors Asset Management, Inc. ETF Provider | 0.12% $6.8M |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.10% $2.7M |
FIRST FOUNDATION ADVISORS RIA/Wealth | 0.05% $1.4M |
Hedge Fund Spotlight
Discover hedge funds investing in NCA
1607 Capital Partners, LLC
Hedge Fund • Sector
Portfolio ManagerJames Edward Mallory
- Portfolio Value
- $1.3B
- Positions
- 120
- Last Reported
- Q3 2025
Sector Allocation
N
Position in Nuveen California Municipal Value Fund
- Market Value
- $2.3M
- Shares Held
- 255.5K
- Portfolio Weight
- 0.17%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $99.0M | 7.46% | |
ETF ETF | $91.3M | 6.88% | |
ETF ETF | $85.3M | 6.43% |
