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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
SWM
76
Spire Wealth Management
Virginia
$390K +$291K +35,550 +339%
NAS
77
NWF Advisory Services
California
$374K +$31.6K +3,861 +10%
WEG
78
World Equity Group
Illinois
$372K +$23.9K +2,927 +7%
CA
79
Calton & Associates
Florida
$368K +$17K +2,080 +5%
CA
80
CoreCap Advisors
Michigan
$365K -$46.6K -5,696 -12%
CI
81
Conning Inc
Connecticut
$365K
FAG
82
Fortitude Advisory Group
Washington
$362K
RW
83
RVW Wealth
California
$342K
Cerity Partners
84
Cerity Partners
New York
$337K -$106K -13,000 -25%
Calamos Advisors
85
Calamos Advisors
Illinois
$323K -$27.1K -3,320 -8%
EGA
86
E&G Advisors
Texas
$319K -$4.91K -600 -2%
OP
87
ORG Partners
Indiana
$310K -$1.39K -170 -0.5%
SSWM
88
Sheets Smith Wealth Management
North Carolina
$305K
COLIM
89
City of London Investment Management
United Kingdom
$301K +$42.3K +5,173 +17%
Mariner
90
Mariner
Kansas
$281K -$6.84K -837 -2%
MWM
91
Mission Wealth Management
California
$279K -$12.1K -1,480 -4%
IWC
92
Integrated Wealth Concepts
Massachusetts
$271K -$9.16K -1,121 -3%
HSA
93
HBK Sorce Advisory
Pennsylvania
$262K -$27K -3,302 -10%
NCM
94
Next Capital Management
New York
$252K +$244K +29,789 New
SA
95
Sanctuary Advisors
Indiana
$248K -$19.8K -2,420 -8%
HighTower Advisors
96
HighTower Advisors
Illinois
$238K -$22.8K -2,794 -9%
DWM
97
Diversify Wealth Management
Utah
$231K
WS
98
Wedbush Securities
California
$230K -$126K -15,381 -36%
AIS
99
Accredited Investor Services
Minnesota
$225K +$1.19K +145 +0.5%
QWM
100
Quadcap Wealth Management
Texas
$217K

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.