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Nuveen Mortgage and Income Fund
JLS

Overview Fund Activity

25 hedge funds and large institutions have $46.2M invested in Nuveen Mortgage and Income Fund in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
13
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.71M
2
RCM
2
Robinson Capital Management
Michigan
$586K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.97M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.83M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.03M

Top Sellers

1
PCS
1
Private Client Services
Kentucky
$0
2
SIA
2
Sit Investment Associates
Minnesota
$25.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$313K
4
IA
4
IFP Advisors
Florida
$248K
5
CL
5
Choreo LLC
Illinois
$243K
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
– – -418 Closed
FIA
27
FNY Investment Advisers
New York
$0 50 +50 New
1
2