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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
WI
126
Westbourne Investments
Virginia
$118K +$8.18K +1,000 +8%
SG
127
StoneX Group
New York
$117K -$86.1K -10,530 -43%
MML Investors Services
128
MML Investors Services
Massachusetts
$115K -$69K -8,437 -38%
CPIG
129
Chicago Partners Investment Group
Illinois
$114K -$38.9K -4,764 -26%
SWA
130
Stratos Wealth Advisors
Ohio
$113K +$3.3K +404 +3%
BB
131
Burford Brothers
Texas
$111K
Bank of New York Mellon
132
Bank of New York Mellon
New York
$102K -$47.7K -5,839 -33%
GAG
133
GM Advisory Group
New York
$101K
WAAG
134
Wealth Alliance Advisory Group
Kansas
$99.4K
MWM
135
MGB Wealth Management
Texas
$96.1K -$101K -12,349 -52%
CSP
136
Cary Street Partners
Virginia
$88.4K
IC
137
IEQ Capital
California
$87.9K
EC
138
Elequin Capital
New York
$79.2K +$76.4K +9,346 New
TSMHT
139
Thurston Springer Miller Herd & Titak
Indiana
$71.3K +$8.99K +1,100 +15%
PS
140
Principal Securities
Iowa
$52.7K +$4.41K +539 +9%
HCM
141
Hollencrest Capital Management
California
$50.5K +$1.46K +179 +3%
AF
142
Allworth Financial
California
$41.7K +$17.6K +2,148 +78%
PSFG
143
Park Square Financial Group
Georgia
$38.2K
CBT
144
CoreFirst Bank & Trust
Kansas
$31.7K +$30.6K +3,742 New
WA
145
WPG Advisers
Maryland
$31.6K -$6.89K -843 -18%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$29.8K -$75.2K -9,200 -72%
BI
147
Binnacle Investments
Iowa
$28.3K
GWSG
148
GPS Wealth Strategies Group
Colorado
$25.1K
BC
149
Barrett & Company
Rhode Island
$20.9K
BF
150
BOK Financial
Oklahoma
$20.1K

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.