We are live on ! Find out more
JFR icon

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
TSS
126
Two Sigma Securities
New York
$126K +$128K +14,898 New
AIA
127
Absolute Investment Advisers
Florida
$122K +$123K +14,360 New
PTP
128
Platform Technology Partners
New York
$119K – – –
LFAS
129
Level Four Advisory Services
Texas
$116K -$2.25K -263 -2%
BB
130
Burford Brothers
Texas
$111K – – –
SWA
131
Stratos Wealth Advisors
Ohio
$110K +$2.17K +253 +2%
WI
132
Westbourne Investments
Virginia
$110K +$8.57K +1,000 +8%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$108K +$108K +12,560 +7,949%
GAG
134
GM Advisory Group
New York
$101K – – –
Truist Financial
135
Truist Financial
North Carolina
$99.5K +$480 +56 +0.5%
WAAG
136
Wealth Alliance Advisory Group
Kansas
$99.4K – – –
SWM
137
Spire Wealth Management
Virginia
$88.9K +$34.3K +4,000 +62%
CSP
138
Cary Street Partners
Virginia
$88.4K – – –
IC
139
IEQ Capital
California
$87.9K – – –
TSMHT
140
Thurston Springer Miller Herd & Titak
Indiana
$62K – – –
PS
141
Principal Securities
Iowa
$50.6K – – –
HCM
142
Hollencrest Capital Management
California
$49K +$7.45K +869 +18%
TRCT
143
Tower Research Capital (TRC)
New York
$39.9K +$40.4K +4,711 New
US Bancorp
144
US Bancorp
Minnesota
$39.3K +$39.7K +4,637 New
WA
145
WPG Advisers
Maryland
$38.8K +$25K +2,922 +177%
PSFG
146
Park Square Financial Group
Georgia
$38.2K – – –
SW
147
SVB Wealth
Massachusetts
$32K +$32.4K +3,779 New
AG
148
AmeriFlex Group
Nevada
$28.6K – – –
BI
149
Binnacle Investments
Iowa
$28.3K +$28.6K +3,337 New
GWSG
150
GPS Wealth Strategies Group
Colorado
$25.1K – – –
4 5
6
7 8

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.