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Nuveen Floating Rate Income Fund

175 hedge funds and large institutions have $441M invested in Nuveen Floating Rate Income Fund in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

4% more funds holding

Funds holding: 168175 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.97% less ownership

Funds ownership: 41.15%40.19% (-0.97%)

2% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 58

6% less capital invested

Capital invested by funds: $467M → $441M (-$26.5M)

Holders
175
Holders Change
+7
Holders Change %
+4.17%
% of All Funds
2.3%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
57
Reduced
58
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Melfa Wealth Management
Massachusetts
$877K
LSC
52
Logan Stone Capital
Illinois
$877K +$903K +107,222 New
HI
53
Harbour Investments
Wisconsin
$875K +$50.9K +6,052 +6%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$810K +$47K +5,588 +6%
OC
55
Oppenheimer & Co
New York
$782K +$5.02K +596 +0.6%
First Trust Advisors
56
First Trust Advisors
Illinois
$767K +$308K +36,560 +64%
SPC
57
Sigma Planning Corp
Michigan
$736K +$25.8K +3,065 +4%
SFS
58
Shaker Financial Services
Virginia
$716K -$1.48K -176 -0.2%
BCP
59
Blackhawk Capital Partners
Wisconsin
$711K +$731K +86,859 New
Stifel Financial
60
Stifel Financial
Missouri
$657K +$14.5K +1,727 +2%
YCM
61
Yakira Capital Management
Connecticut
$650K -$2.97M -352,741 -82%
GCP
62
Gill Capital Partners
Colorado
$642K -$145K -17,200 -18%
GIA
63
Gladstone Institutional Advisory
Florida
$604K -$41.2K -4,900 -6%
SAM
64
Seelaus Asset Management
New Jersey
$567K +$2.77K +329 +0.5%
EIA
65
Edgemoor Investment Advisors
Maryland
$560K -$26.6K -3,156 -4%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$555K -$110K -13,112 -16%
WAM
67
Wolverine Asset Management
Illinois
$545K +$561K +66,623 New
RCM
68
Robinson Capital Management
Michigan
$495K
SPIA
69
Steward Partners Investment Advisory
New York
$473K +$631 +75 +0.1%
CCM
70
Collar Capital Management
Wisconsin
$455K -$20K -2,372 -4%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$440K -$29.3K -3,486 -6%
NEPWA
72
New England Private Wealth Advisors
Massachusetts
$439K +$253K +30,000 +127%
P
73
&Partners
Tennessee
$400K +$411K +48,839 New
NAS
74
NWF Advisory Services
California
$369K +$8.11K +963 +2%
WEG
75
World Equity Group
Illinois
$362K +$2.52K +300 +0.7%

JFR Hedge Fund Activity: Q3 2025 in Review

175 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q3 2025, worth a combined $441M — down 5.7% from $467M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new JFR positions and 13 closed out — a net gain of 8 holders — while 57 added to existing stakes and 58 trimmed.

The largest buyer was Kanen Wealth Management, adding an estimated $3.11M. The largest seller was Mariner Investment Group, cutting an estimated $14.3M.

  • 175 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q3 2025, up from 168 in Q2 2025.
  • Funds reported $441M of Nuveen Floating Rate Income Fund stock for Q3 2025, down 5.7% quarter-over-quarter.
  • 21 funds opened new Nuveen Floating Rate Income Fund positions in Q3 2025 and 13 closed out, a net change of +8 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q3 2025 was Kanen Wealth Management, an estimated $3.11M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q3 2025 was Mariner Investment Group, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2025.