We are live on ! Find out more
JFR icon

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
Morgan Stanley
1
Morgan Stanley
New York
$64.6M +$388K +47,432 +0.6%
SIA
2
Sit Investment Associates
Minnesota
$50.7M -$4.58M -560,568 -9%
MIG
3
Mariner Investment Group
New York
$33.5M -$6.79M -830,456 -17%
CPC
4
Congress Park Capital
New York
$23.9M +$3.25M +397,228 +16%
LPL Financial
5
LPL Financial
California
$23.7M +$430K +52,654 +2%
Invesco
6
Invesco
Georgia
$22.7M +$168K +20,525 +0.8%
Bank of America
7
Bank of America
North Carolina
$21.6M +$838K +102,481 +4%
GC
8
Guggenheim Capital
Illinois
$17.7M +$791K +96,716 +5%
PCM
9
Penserra Capital Management
California
$17.7M +$504K +61,654 +3%
CWP
10
Cyndeo Wealth Partners
Florida
$15.3M +$2.98M +364,320 +25%
Raymond James Financial
11
Raymond James Financial
Florida
$11.5M -$455K -55,602 -4%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$11.3M +$1.29M +158,147 +13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9.89M +$19.2K +2,353 +0.2%
AAM
14
Advisors Asset Management
Colorado
$9.56M +$289K +35,318 +3%
UBS Group
15
UBS Group
Switzerland
$8.33M +$526K +64,336 +7%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$8.3M -$43.3K -5,295 -0.5%
Cohen & Steers
17
Cohen & Steers
New York
$7.23M
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.07M +$238K +29,062 +4%
EFG
19
Ethos Financial Group
Pennsylvania
$5.93M -$266K -32,483 -4%
Ameriprise
20
Ameriprise
Minnesota
$5.4M +$169K +20,616 +3%
Wells Fargo
21
Wells Fargo
California
$5.32M -$182K -22,254 -3%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$5.19M -$4.32K -528 -0.1%
CBA
23
Coastal Bridge Advisors
Connecticut
$4.53M +$4.37M +535,006 New
YCM
24
Yakira Capital Management
Connecticut
$3.66M -$1.58M -193,444 -31%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.33M -$345K -42,222 -10%

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.