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Nuveen Floating Rate Income Fund
JFR

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: 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)

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
–

Top Buyers

1
KWM
Kanen Wealth Management
Florida
+$3.11M
2
LPL Financial
LPL Financial
California
+$3.01M
3
AAM
Advisors Asset Management
Colorado
+$2.04M
4
COLIM
City of London Investment Management
United Kingdom
+$1.85M
5
PCM
Penserra Capital Management
California
+$1.72M

Top Sellers

1
MIG
Mariner Investment Group
New York
-$14.3M
2
SIA
Sit Investment Associates
Minnesota
-$5.58M
3
YCM
Yakira Capital Management
Connecticut
-$2.97M
4
Morgan Stanley
Morgan Stanley
New York
-$2.31M
5
RA
RFG Advisory
Alabama
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.1M -$2.31M -273,875 -4%
SIA
2
Sit Investment Associates
Minnesota
$43.6M -$5.58M -663,366 -11%
LPL Financial
3
LPL Financial
California
$25.8M +$3.01M +356,993 +13%
Invesco
4
Invesco
Georgia
$23M +$1.07M +126,907 +5%
CPC
5
Congress Park Capital
New York
$22.6M -$504K -59,835 -2%
Bank of America
6
Bank of America
North Carolina
$21M +$220K +26,092 +1%
PCM
7
Penserra Capital Management
California
$18.7M +$1.72M +204,618 +10%
MIG
8
Mariner Investment Group
New York
$18.5M -$14.3M -1,702,350 -43%
GC
9
Guggenheim Capital
Illinois
$17.7M +$667K +79,190 +4%
CWP
10
Cyndeo Wealth Partners
Florida
$14.2M -$567K -67,350 -4%
AAM
11
Advisors Asset Management
Colorado
$11.2M +$2.04M +242,346 +21%
Raymond James Financial
12
Raymond James Financial
Florida
$11M -$155K -18,467 -1%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$10.5M -$364K -43,194 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.11M -$453K -53,775 -5%
UBS Group
15
UBS Group
Switzerland
$8.09M +$39.6K +4,710 +0.5%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$7.26M -$775K -92,036 -9%
Cohen & Steers
17
Cohen & Steers
New York
$6.98M – – –
Ameriprise
18
Ameriprise
Minnesota
$5.81M +$619K +73,534 +12%
EFG
19
Ethos Financial Group
Pennsylvania
$5.66M -$68.5K -8,141 -1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$5.25M -$637K -75,650 -11%
Wells Fargo
21
Wells Fargo
California
$5.12M -$15.8K -1,878 -0.3%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$5.03M +$15.7K +1,865 +0.3%
IA
23
Icon Advisers
Colorado
$4.65M +$1.54M +182,992 +48%
CBA
24
Coastal Bridge Advisors
Connecticut
$4.37M -$2K -237 -0%
KWM
25
Kanen Wealth Management
Florida
$4.15M +$3.11M +369,450 +267%
1
2 3 4 5

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.