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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
SWM
76
Spire Wealth Management
Virginia
$356K -$21.5K -2,550 -6%
CI
77
Conning Inc
Connecticut
$352K
FAG
78
Fortitude Advisory Group
Washington
$349K
CA
79
Calton & Associates
Florida
$338K -$18.2K -2,160 -5%
CA
80
CoreCap Advisors
Michigan
$334K -$19.4K -2,300 -5%
RW
81
RVW Wealth
California
$330K
CIA
82
Concurrent Investment Advisors
Florida
$328K -$134K -15,868 -28%
OP
83
ORG Partners
Indiana
$328K +$29.9K +3,556 +10%
Cerity Partners
84
Cerity Partners
New York
$327K +$800 +95 +0.2%
EGA
85
E&G Advisors
Texas
$304K -$4.21K -500 -1%
SSWM
86
Sheets Smith Wealth Management
North Carolina
$295K
KA
87
Kovack Advisors
Florida
$286K -$443K -52,675 -60%
FTA
88
Financial & Tax Architects
Missouri
$276K -$163K -19,315 -36%
IWC
89
Integrated Wealth Concepts
Massachusetts
$253K -$9.44K -1,121 -4%
KAS
90
Kestra Advisory Services
Texas
$252K -$345K -40,941 -57%
Mariner
91
Mariner
Kansas
$246K -$25.8K -3,061 -9%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$245K -$541K -64,299 -68%
HSA
93
HBK Sorce Advisory
Pennsylvania
$244K
NCM
94
Next Capital Management
New York
$244K
HighTower Advisors
95
HighTower Advisors
Illinois
$242K +$12.4K +1,479 +5%
SA
96
Sanctuary Advisors
Indiana
$241K +$1.47K +175 +0.6%
DWM
97
Diversify Wealth Management
Utah
$231K +$16.8K +2,000 +7%
DADC
98
D.A. Davidson & Co
Montana
$231K +$51.5K +6,123 +28%
PAG
99
Private Advisor Group
New Jersey
$228K +$27.8K +3,308 +13%
BPA
100
Beacon Pointe Advisors
California
$220K +$226K +26,873 New

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.