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Nuveen Floating Rate Income Fund

168 hedge funds and large institutions have $467M invested in Nuveen Floating Rate Income Fund in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0% more capital invested

Capital invested by funds: $465M → $467M (+$1.91M)

0.18% more ownership

Funds ownership: 40.97%41.15% (+0.18%)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 170168 (-2)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
168
Holders Change
-2
Holders Change %
-1.18%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
61
Reduced
56
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
Icon Advisers
Colorado
$3.26M -$1.82M -222,839 -37%
RA
27
RFG Advisory
Alabama
$3.26M +$8.42K +1,030 +0.3%
JWCA
28
J.W. Cole Advisors
Florida
$3.04M +$282K +34,536 +11%
GA
29
GraniteShares Advisors
New York
$2.63M +$159K +19,393 +7%
IAIM
30
International Assets Investment Management
Florida
$2.39M +$240K +29,374 +12%
CIA
31
Capital Investment Advisors
Georgia
$2.2M -$56.2K -6,879 -3%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.14M +$99.2K +12,135 +5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.01M -$34.7K -4,244 -2%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$1.86M +$139K +17,062 +8%
PIWA
35
Prevail Innovative Wealth Advisors
Kansas
$1.63M +$887K +108,520 +130%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$1.62M +$151K +18,428 +11%
ACP
37
Aviance Capital Partners
Florida
$1.48M -$29.8K -3,647 -2%
CL
38
Choreo LLC
Illinois
$1.36M -$150K -18,381 -10%
NA
39
NewEdge Advisors
Louisiana
$1.25M -$55.8K -6,831 -4%
AAS
40
Avantax Advisory Services
Texas
$1.23M +$15K +1,840 +1%
HKAM
41
Horizon Kinetics Asset Management
New York
$1.22M
KWM
42
Kanen Wealth Management
Florida
$1.17M +$1.13M +138,450 New
LCM
43
Landscape Capital Management
New Jersey
$1.11M +$1.07M +131,286 New
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$1.09M +$17.1K +2,086 +2%
BI
45
Bramshill Investments
Florida
$949K +$7.5K +918 +0.8%
IFG
46
Independent Financial Group
California
$935K +$9.05K +1,107 +1%
AHIA
47
Andrew Hill Investment Advisors
Florida
$916K -$301K -36,761 -25%
MWM
48
Melfa Wealth Management
Massachusetts
$908K
VIA
49
Virtus Investment Advisers
Connecticut
$899K -$200K -24,513 -19%
ASN
50
Advisory Services Network
Georgia
$899K +$70.3K +8,598 +9%

JFR Hedge Fund Activity: Q2 2025 in Review

168 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q2 2025, worth a combined $467M — up 0.41% from $465M a quarter earlier.

Fund positioning in JFR was balanced in Q2 2025: 15 funds opened new positions, 15 closed out, 61 added to existing stakes and 56 trimmed.

The largest buyer was Coastal Bridge Advisors, opening a new position worth an estimated $4.37M. The largest seller was Mariner Investment Group, cutting an estimated $6.79M.

  • 168 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q2 2025, down from 170 in Q1 2025.
  • Funds reported $467M of Nuveen Floating Rate Income Fund stock for Q2 2025, up 0.41% quarter-over-quarter.
  • 15 funds opened new Nuveen Floating Rate Income Fund positions in Q2 2025 and 15 closed out, a net change of 0 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q2 2025 was Coastal Bridge Advisors, an estimated $4.37M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q2 2025 was Mariner Investment Group, an estimated $6.79M sold.

Based on aggregated 13F filings for Q2 2025.