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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
SWP
101
Stratos Wealth Partners
Ohio
$212K +$205K +25,050 New
PAG
102
Private Advisor Group
New Jersey
$208K +$9.3K +1,138 +5%
CWM
103
Centurion Wealth Management
Virginia
$203K
NFG
104
Nations Financial Group
Iowa
$203K +$7.8K +954 +4%
NEPWA
105
New England Private Wealth Advisors
Massachusetts
$201K -$123K -14,986 -39%
GWM
106
Geneos Wealth Management
Colorado
$188K -$6.29K -769 -3%
DADC
107
D.A. Davidson & Co
Montana
$187K -$47.3K -5,784 -21%
SDAM
108
Shulman DeMeo Asset Management
New York
$183K -$376 -46 -0.2%
MFG
109
Merit Financial Group
Georgia
$170K +$19.8K +2,424 +14%
GBT
110
Grove Bank & Trust
Florida
$169K -$245K -30,000 -60%
LNWWM
111
Laird Norton Wetherby Wealth Management
California
$164K +$158K +19,382 New
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$155K -$43.5K -5,326 -23%
IAG
113
Investment Advisory Group
Massachusetts
$152K
AAS
114
Ameritas Advisory Services
Nebraska
$149K +$253 +31 +0.2%
PAS
115
Park Avenue Securities
New York
$149K -$1.41K -172 -1%
QEI
116
QSV Equity Investors
Illinois
$140K
CP
117
Camelot Portfolios
Ohio
$140K
Comerica Bank
118
Comerica Bank
Texas
$140K -$176K -21,566 -57%
FFA
119
Farther Finance Advisors
California
$129K +$392 +48 +0.3%
PMG
120
ProVise Management Group
Florida
$129K
CFB
121
Cullen/Frost Bankers
Texas
$127K
TC
122
Trilogy Capital
California
$127K
SF
123
Summit Financial
New Jersey
$121K +$115K +14,091 New
PTP
124
Platform Technology Partners
New York
$119K
LFAS
125
Level Four Advisory Services
Texas
$119K +$2.7K +330 +2%

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.