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.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
4% more funds holding
Funds holding: 168 → 175 (+7)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$3.11M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.01M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.04M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.85M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$14.3M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$5.58M |
| 3 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$2.97M |
| 4 |
Morgan Stanley
New York
|
-$2.31M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$1.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
176
Huntington National Bank
Columbus,
Ohio
| $8 | – | – | – |
|
|
LFG
177
Larson Financial Group
St Louis,
Missouri
| $2 | -$4.8K | -570 | Closed |
|
|
LCM
178
Landscape Capital Management
Englewood,
New Jersey
| – | -$1.11M | -131,286 | Closed |
|
|
XT
179
XTX Topco
George Town,
Cayman Islands
| – | -$542K | -63,998 | Closed |
|
|
CC
180
CF Capital
Cohasset,
Massachusetts
| – | -$510K | -60,460 | Closed |
|
181
Calamos Advisors
Naperville,
Illinois
| – | -$323K | -38,180 | Closed |
|
|
SG
182
StoneX Group
New York
| – | -$117K | -13,862 | Closed |
|
183
Bank of New York Mellon
New York
| – | -$102K | -12,014 | Closed |
|
|
EC
184
Elequin Capital
New York
| – | -$79.2K | -9,346 | Closed |
|
|
PSFG
185
Park Square Financial Group
Roswell,
Georgia
| – | -$38.2K | -4,508 | Closed |
|
|
BAM
186
Byrne Asset Management
Kingston,
New Jersey
| – | -$14.1K | -1,666 | Closed |
|
|
AG
187
AmeriFlex Group
Las Vegas,
Nevada
| – | -$9.31K | -1,111 | Closed |
|
|
EWM
188
Evolution Wealth Management
Fort Myers,
Florida
| – | -$2.82K | -333 | Closed |
|
189
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$5 | -1 | Closed |
|
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.