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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
US Bancorp
151
US Bancorp
Minnesota
$16.9K -$21.6K -2,637 -57%
TWC
152
TD Waterhouse Canada
Ontario, Canada
$16.9K
GRP
153
Global Retirement Partners
California
$16.8K +$16.2K +1,985 New
KB
154
Kimelman & Baird
New York
$15.4K
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$14.3K +$6.69K +818 +94%
BAM
156
Byrne Asset Management
New Jersey
$14.1K +$8.18K +1,000 +150%
BWL
157
Bogart Wealth LLC
Virginia
$13.4K
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$12K -$3.9K -477 -25%
FIA
159
FNY Investment Advisers
New York
$10K
AG
160
AmeriFlex Group
Nevada
$9.31K -$18.5K -2,260 -67%
WPA
161
Wealth Preservation Advisors
Tennessee
$8.17K
LFG
162
Larson Financial Group
Missouri
$4.83K +$4.66K +570 New
BTI
163
Blue Trust Inc
Georgia
$4.57K +$4.42K +540 New
NS
164
NBC Securities
Alabama
$4K
EWM
165
Evolution Wealth Management
Florida
$2.82K +$2.72K +333 New
S
166
SignatureFD
Georgia
$1.15K +$33 +4 +3%
AssetMark Inc
167
AssetMark Inc
California
$525 -$572 -70 -53%
HNB
168
Huntington National Bank
Ohio
$8
CIBC Private Wealth Group
169
CIBC Private Wealth Group
Georgia
$5
DJSG
170
D.J. St. Germain
Massachusetts
$1
JRCM
171
Jones Road Capital Management
New York
-$552K -65,227 Closed
CWC
172
Carolinas Wealth Consulting
North Carolina
-$292K -34,420 Closed
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
-$274K -32,359 Closed
GJIA
174
Glass Jacobson Investment Advisors
Maryland
-$236K -26,414 Closed
SIC
175
Samalin Investment Counsel
New York
-$178K -21,046 Closed

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.