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Nuveen California AMT-Free Quality Municipal Income Fund
NKX • NYSE
Nuveen California AMT-Free Quality Municipal Income Fund is a publicly traded company on NYSE. As of Q3 2025, 60 institutional investors hold shares in this company, with total holdings valued at $101.4M. MORGAN STANLEY is the largest holder with a position valued at $36.3M.
Websitenuveen.com
Overview
Overview of institutional ownership in NKX as of Q3 2025
All Institutions
- Institutions
- 60
- Value Held
- $101.4M
- Shares Held
- 8.0M
- Avg Position
- $1.7M
- Median Position
- $347.7K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $385.5K
- Shares Held
- 30.4K
- Avg Position
- $192.8K
- Median Position
- $192.8K
Biggest Investors
Institutions with the largest positions in NKX as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $36.3M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $12.6M 0.09% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $6.6M 0.11% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $6.4M 0.00% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $3.6M 0.13% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $3.4M 0.00% of portfolio |
L LPL Financial LLC Institution | $3.3M 0.00% of portfolio |
F Fiera Capital Corp Institution | $3.1M 0.01% of portfolio |
 UBS Group AG Institution | $3.1M 0.00% of portfolio |
D DKM Wealth Management, Inc. RIA/Wealth | $2.7M 2.44% of portfolio |
Net Capital Flow
Institutional buying and selling activity for NKX in Q3 2025
- Traded
- +$10.0M
- Buyers
- 31
- Sellers
- 16
- Total Bought
- +$12.3M
- Total Sold
- −$2.3M
- Avg Position
- $1.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$3.4M +270.0K shares |
G GUGGENHEIM CAPITAL LLC Institution | +$2.2M +176.3K shares |
MORGAN STANLEY RIA/Wealth | +$2.1M +167.7K shares |
Advisors Asset Management, Inc. ETF Provider | +$1.6M +127.4K shares |
UBS Group AG Institution | +$695.1K +54.9K shares |
L LPL Financial LLC Institution | +$388.0K +30.6K shares |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$348.6K +27.5K shares |
WELLS FARGO & COMPANY/MN Institution | +$276.7K +21.8K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$174.6K +13.8K shares |
C COMERICA BANK Institution | +$174.6K +13.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$979.5K −83.2K shares |
C CI Private Wealth, LLC RIA/Wealth | −$289.2K −24.6K shares |
J J.W. COLE ADVISORS, INC. Institution | −$202.7K −16.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$185.1K −15.7K shares |
 MYECFO, LLC RIA/Wealth | −$176.6K −15.0K shares |
C CAMELOT TECHNOLOGY ADVISORS, INC. Institution | −$170.7K −14.5K shares |
B Blue Zone Wealth Advisors, LLC RIA/Wealth | −$100.3K −7.9K shares |
 Iwamoto, Kong & Co., Inc. Real Assets | −$70.6K −5.6K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$30.6K −2.6K shares |
 Mutual Advisors, LLC RIA/Wealth | −$20.8K −1.6K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited NKX in Q3 2025
- New Positions
- 4
- New Value
- $172.5K
- Exited Positions
- 10
- Exited Value
- $1.8M
New Positions
| Institution | Position Value |
|---|---|
 Maia Wealth LLC RIA/Wealth | $165.5K 12.8K shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $7.0K 550.0 shares |
H HRT FINANCIAL LLC Institution | - - shares |
V Virtu Financial LLC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $979.5K 83.2K shares |
C CI Private Wealth, LLC RIA/Wealth | $289.2K 24.6K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $185.1K 15.7K shares |
MYECFO, LLC RIA/Wealth | $176.6K 15.0K shares |
C CAMELOT TECHNOLOGY ADVISORS, INC. Institution | $170.7K 14.5K shares |
Ameritas Advisory Services, LLC RIA/Wealth | $30.6K 2.6K shares |
 Parallel Advisors, LLC RIA/Wealth | $6.0K 510.0 shares |
 HOLLENCREST SECURITIES LLC RIA/Wealth | $141.0 12.0 shares |
H HRT FINANCIAL LLC Institution | - 15.2K shares |
V Virtu Financial LLC Institution | - 27.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in NKX 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 NKX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
D DKM Wealth Management, Inc. RIA/Wealth | 2.44% $2.7M |
 Rareview Capital LLC ETF Provider | 0.42% $691.0K |
 NAPA WEALTH MANAGEMENT RIA/Wealth | 0.37% $700.0K |
 MKT Advisors LLC RIA/Wealth | 0.34% $915.6K |
 Pacific Wealth Strategies Group, Inc. RIA/Wealth | 0.22% $354.8K |
 Bridgewealth Advisory Group, LLC RIA/Wealth | 0.18% $667.5K |
 EHRLICH FINANCIAL GROUP RIA/Wealth | 0.18% $289.5K |
B Blue Zone Wealth Advisors, LLC RIA/Wealth | 0.15% $737.7K |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.13% $3.6M |
 LAZARI CAPITAL MANAGEMENT, INC. RIA/Wealth | 0.12% $364.4K |
Hedge Fund Spotlight
Discover hedge funds investing in NKX
Core Wealth Partners LLC
Hedge Fund • Long/Short
Portfolio ManagerAdam Senator Wiatrak
- Portfolio Value
- $217.4M
- Positions
- 177
- Last Reported
- Q3 2025
Sector Allocation
N
Position in Nuveen California AMT-Free Quality Municipal Income Fund
- Market Value
- $233.4K
- Shares Held
- 18.4K
- Portfolio Weight
- 0.11%
- Owned Since
- 2023-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Consumer Electronics Technology | $16.5M | 7.57% | |
Industrial - Machinery Industrials | $14.6M | 6.70% | |
Software - Infrastructure Technology | $8.0M | 3.70% |
