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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
101
Mission Wealth Management
California
$214K -$57.2K -6,800 -21%
QWM
102
Quadcap Wealth Management
Texas
$210K
NFG
103
Nations Financial Group
Iowa
$197K +$1.77K +210 +0.9%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$197K +$203K +24,119 New
CWM
105
Centurion Wealth Management
Virginia
$196K
AIS
106
Accredited Investor Services
Minnesota
$193K -$25.6K -3,041 -11%
VF
107
Virtu Financial
New York
$188K +$193K +22,957 New
SIC
108
Samalin Investment Counsel
New York
$182K +$188K +22,285 New
SDAM
109
Shulman DeMeo Asset Management
New York
$177K
MG
110
Marex Group
$176K +$181K +21,500 New
WS
111
Wedbush Securities
California
$173K -$50.4K -5,988 -22%
WIA
112
World Investment Advisors
California
$169K +$174K +20,615 New
SWP
113
Stratos Wealth Partners
Ohio
$166K -$40.1K -4,766 -19%
GBT
114
Grove Bank & Trust
Florida
$164K
LNWWM
115
Laird Norton Wetherby Wealth Management
California
$159K
MFG
116
Merit Financial Group
Georgia
$156K -$8.9K -1,057 -5%
Citadel Advisors
117
Citadel Advisors
Florida
$153K +$157K +18,675 New
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$152K +$3.07K +365 +2%
IAG
119
Investment Advisory Group
Massachusetts
$147K
PAS
120
Park Avenue Securities
New York
$146K +$2.14K +254 +1%
Comerica Bank
121
Comerica Bank
Texas
$142K +$7.47K +888 +5%
AAS
122
Ameritas Advisory Services
Nebraska
$136K -$8.42K -1,000 -6%
CP
123
Camelot Portfolios
Ohio
$135K
PMG
124
ProVise Management Group
Florida
$124K
FFA
125
Farther Finance Advisors
California
$123K -$2.19K -260 -2%

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.