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Nuveen Floating Rate Income Fund
JFR

170 hedge funds and large institutions have $465M invested in Nuveen Floating Rate Income Fund in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 30 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

130% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 30

59% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 22

14.26% more ownership

Funds ownership: 26.71% → 40.97% (+14%)

6% more funds holding

Funds holding: 161 → 170 (+9)

44% less capital invested

Capital invested by funds: $830M → $465M (-$364M)

Holders
170
Holders Change
+9
Holders Change %
+5.59%
% of All Funds
2.28%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
35
Increased
69
Reduced
30
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$56.1M
2
MIG
Mariner Investment Group
New York
+$41M
3
Morgan Stanley
Morgan Stanley
New York
+$20.8M
4
CWP
Cyndeo Wealth Partners
Florida
+$8.75M
5
CPC
Congress Park Capital
New York
+$7.52M

Top Sellers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.91M
2
CBA
Coastal Bridge Advisors
Connecticut
-$4.14M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.75M
4
BAM
Byrne Asset Management
New Jersey
-$1.26M
5
N
Natixis
France
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Calamos Advisors
76
Calamos Advisors
Illinois
$352K +$356K +41,500 New
CA
77
Calton & Associates
Florida
$350K +$354K +41,340 New
WEG
78
World Equity Group
Illinois
$348K -$269K -31,446 -43%
RW
79
RVW Wealth
California
$342K – – –
NAS
80
NWF Advisory Services
California
$341K +$191K +22,297 +124%
FAG
81
Fortitude Advisory Group
Washington
$339K – – –
NEPWA
82
New England Private Wealth Advisors
Massachusetts
$327K +$331K +38,617 New
EGA
83
E&G Advisors
Texas
$324K -$5.83K -680 -2%
Comerica Bank
84
Comerica Bank
Texas
$323K +$2.2K +257 +0.7%
OP
85
ORG Partners
Indiana
$311K +$314K +36,655 New
SSWM
86
Sheets Smith Wealth Management
North Carolina
$305K +$51.4K +6,003 +20%
MWM
87
Mission Wealth Management
California
$292K -$552K -64,386 -65%
CWC
88
Carolinas Wealth Consulting
North Carolina
$292K – – –
HSA
89
HBK Sorce Advisory
Pennsylvania
$290K -$8.59K -1,002 -3%
Mariner
90
Mariner
Kansas
$288K +$98.5K +11,497 +51%
IWC
91
Integrated Wealth Concepts
Massachusetts
$281K +$12.4K +1,446 +5%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$274K +$277K +32,359 New
SA
93
Sanctuary Advisors
Indiana
$268K -$1.44K -168 -0.5%
HighTower Advisors
94
HighTower Advisors
Illinois
$261K +$46.8K +5,466 +22%
COLIM
95
City of London Investment Management
United Kingdom
$257K +$260K +30,350 New
KAS
96
Kestra Advisory Services
Texas
$247K -$439K -51,222 -64%
DADC
97
D.A. Davidson & Co
Montana
$236K -$19K -2,215 -7%
GJIA
98
Glass Jacobson Investment Advisors
Maryland
$236K – – –
AIS
99
Accredited Investor Services
Minnesota
$224K +$227K +26,460 New
DWM
100
Diversify Wealth Management
Utah
$220K +$9 +1 +0%
2 3
4
5 6

JFR Hedge Fund Activity: Q1 2025 in Review

170 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen Floating Rate Income Fund (JFR) for Q1 2025, worth a combined $465M — down 44% from $830M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new JFR positions and 22 closed out — a net gain of 13 holders — while 69 added to existing stakes and 30 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $56.1M. The largest seller was Pathstone Holdings, exiting entirely with an estimated $4.91M sold.

  • 170 institutional investors held Nuveen Floating Rate Income Fund (JFR) as of Q1 2025, up from 161 in Q4 2024.
  • Funds reported $465M of Nuveen Floating Rate Income Fund stock for Q1 2025, down 44% quarter-over-quarter.
  • 35 funds opened new Nuveen Floating Rate Income Fund positions in Q1 2025 and 22 closed out, a net change of +13 holders.
  • The largest Nuveen Floating Rate Income Fund buyer in Q1 2025 was Sit Investment Associates, an estimated $56.1M added.
  • The largest Nuveen Floating Rate Income Fund seller in Q1 2025 was Pathstone Holdings, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2025.