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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.

New
Increased
Maintained
Reduced
Closed
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
Ameriprise
Minnesota
+$688K
2
RCM
Robinson Capital Management
Michigan
+$266K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$150K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$101K
5
Morgan Stanley
Morgan Stanley
New York
+$66.1K

Top Sellers

1
PCS
Private Client Services
Kentucky
-$2.52M
2
SIA
Sit Investment Associates
Minnesota
-$1.02M
3
Osaic Holdings
Osaic Holdings
Arizona
-$921K
4
IA
IFP Advisors
Florida
-$407K
5
CL
Choreo LLC
Illinois
-$155K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
– -$7.85K -418 Closed
1
2