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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
CFB
126
Cullen/Frost Bankers
Texas
$123K
WJWM
127
Williams Jones Wealth Management
New York
$123K +$126K +15,000 New
TC
128
Trilogy Capital
California
$122K
LFAS
129
Level Four Advisory Services
Texas
$118K +$2.8K +333 +2%
SF
130
Summit Financial
New Jersey
$117K +$1.75K +208 +1%
PTP
131
Platform Technology Partners
New York
$115K
SWA
132
Stratos Wealth Advisors
Ohio
$113K +$3.43K +408 +3%
QEI
133
QSV Equity Investors
Illinois
$108K -$28.6K -3,392 -20%
CPIG
134
Chicago Partners Investment Group
Illinois
$107K +$1.05K +125 +0.9%
BB
135
Burford Brothers
Texas
$107K
MML Investors Services
136
MML Investors Services
Massachusetts
$98.7K -$12.6K -1,502 -11%
GAG
137
GM Advisory Group
New York
$97.8K
WAAG
138
Wealth Alliance Advisory Group
Kansas
$96K
MWM
139
MGB Wealth Management
Texas
$95.6K +$2.88K +342 +3%
MOS
140
MGO One Seven
Ohio
$94.8K +$97.6K +11,595 New
FHC
141
First Heartland Consultants
Missouri
$92.3K +$95K +11,280 New
WI
142
Westbourne Investments
Virginia
$92K -$19.4K -2,300 -16%
CSP
143
Cary Street Partners
Virginia
$85.3K
IC
144
IEQ Capital
California
$84.9K
PS
145
Principal Securities
Iowa
$60.5K +$9.96K +1,183 +19%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$51.2K +$52.7K +6,258 New
AF
147
Allworth Financial
California
$40.2K
GWSA
148
Global Wealth Strategies & Associates
Colorado
$39.7K +$40.8K +4,850 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$38.6K +$10.1K +1,200 +34%
WA
150
WPG Advisers
Maryland
$30.7K +$185 +22 +0.6%

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.