Nuveen Mortgage and Income Fund
28 hedge funds and large institutions have $45M invested in Nuveen Mortgage and Income Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
12% more funds holding
Funds holding: 25 → 28 (+3)
5% less capital invested
Capital invested by funds: $47.2M → $45M (-$2.2M)
2.1% less ownership
Funds ownership: 45.94% → 43.85% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$347K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$345K |
| 3 |
LPL Financial
San Diego,
California
|
+$193K |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$147K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$104K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.51M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$586K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$325K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$248K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$87.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Rockefeller Capital Management
New York
| $4.17K | +$4.21K | +223 | New |
|
27
Comerica Bank
Dallas,
Texas
| $227 | – | – | – |
|
|
RCM
28
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$586K | -31,267 | Closed |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| – | -$248K | -13,259 | Closed |
|
JLS Hedge Fund Activity: Q3 2025 in Review
28 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q3 2025, worth a combined $45M — down 4.7% from $47.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JLS positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $347K. The largest seller was Sit Investment Associates, cutting an estimated $2.51M.
- 28 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q3 2025, up from 25 in Q2 2025.
- Funds reported $45M of Nuveen Mortgage and Income Fund stock for Q3 2025, down 4.7% quarter-over-quarter.
- 5 funds opened new Nuveen Mortgage and Income Fund positions in Q3 2025 and 2 closed out, a net change of +3 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q3 2025 was Invesco, an estimated $347K added.
- The largest Nuveen Mortgage and Income Fund seller in Q3 2025 was Sit Investment Associates, an estimated $2.51M sold.
Based on aggregated 13F filings for Q3 2025.