Nuveen Mortgage and Income Fund
25 hedge funds and large institutions have $47.2M 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.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
2.85% less ownership
Funds ownership: 48.8% → 45.94% (-2.9%)
4% less funds holding
Funds holding: 26 → 25 (-1)
6% less capital invested
Capital invested by funds: $50.2M → $47.2M (-$3M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$664K |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$257K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$145K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$97.3K |
| 5 |
Morgan Stanley
New York
|
+$63.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Private Client Services
Louisville,
Kentucky
|
-$2.52M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$987K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$393K |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
-$150K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$135K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| – | -$7.85K | -418 | Closed |
|
|
FIA
27
FNY Investment Advisers
New York
| – | +$905 | +50 | New |
|
JLS Hedge Fund Activity: Q2 2025 in Review
25 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q2 2025, worth a combined $47.2M — down 6% from $50.2M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JLS and 1 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 13 added.
The largest buyer was Ameriprise, adding an estimated $664K. The largest seller was Private Client Services, exiting entirely with an estimated $2.52M sold.
- 25 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q2 2025, down from 26 in Q1 2025.
- Funds reported $47.2M of Nuveen Mortgage and Income Fund stock for Q2 2025, down 6% quarter-over-quarter.
- 1 fund opened new Nuveen Mortgage and Income Fund positions in Q2 2025 and 2 closed out, a net change of -1 holder.
- The largest Nuveen Mortgage and Income Fund buyer in Q2 2025 was Ameriprise, an estimated $664K added.
- The largest Nuveen Mortgage and Income Fund seller in Q2 2025 was Private Client Services, an estimated $2.52M sold.
Based on aggregated 13F filings for Q2 2025.