Nuveen Mortgage and Income Fund
32 hedge funds and large institutions have $44.3M invested in Nuveen Mortgage and Income Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
14% more funds holding
Funds holding: 28 → 32 (+4)
0.59% more ownership
Funds ownership: 43.85% → 44.43% (+0.59%)
2% less capital invested
Capital invested by funds: $45M → $44.3M (-$687K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$864K |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$646K |
| 3 |
AFG
Atomi Financial Group
New York
|
+$537K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$369K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.57M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$343K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$310K |
| 4 |
Morgan Stanley
New York
|
-$95.4K |
| 5 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$88.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CL
26
Choreo LLC
Rockford,
Illinois
| $195K | -$40.7K | -2,186 | -17% |
|
27
UBS Group
Zurich,
Switzerland
| $129K | -$44.7K | -2,402 | -25% |
|
|
IAIM
28
International Assets Investment Management
Orlando,
Florida
| $53.8K | +$55.1K | +2,960 | New |
|
|
EBA
29
Eagle Bay Advisors
New York
| $25.2K | +$25.7K | +1,384 | New |
|
|
EWA
30
EverSource Wealth Advisors
Birmingham,
Alabama
| $9.1K | – | – | – |
|
31
Rockefeller Capital Management
New York
| $4.17K | +$112 | +6 | +3% |
|
|
HWP
32
Highline Wealth Partners
Sherman Oaks,
California
| $2.73K | +$2.79K | +150 | New |
|
|
33
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$343K | -18,299 | Closed |
|
34
Comerica Bank
Dallas,
Texas
| – | -$227 | -12 | Closed |
|
JLS Hedge Fund Activity: Q4 2025 in Review
32 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen Mortgage and Income Fund (JLS) for Q4 2025, worth a combined $44.3M — down 1.5% from $45M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JLS positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Ameriprise, adding an estimated $864K. The largest seller was Sit Investment Associates, cutting an estimated $2.57M.
- 32 institutional investors held Nuveen Mortgage and Income Fund (JLS) as of Q4 2025, up from 28 in Q3 2025.
- Funds reported $44.3M of Nuveen Mortgage and Income Fund stock for Q4 2025, down 1.5% quarter-over-quarter.
- 7 funds opened new Nuveen Mortgage and Income Fund positions in Q4 2025 and 3 closed out, a net change of +4 holders.
- The largest Nuveen Mortgage and Income Fund buyer in Q4 2025 was Ameriprise, an estimated $864K added.
- The largest Nuveen Mortgage and Income Fund seller in Q4 2025 was Sit Investment Associates, an estimated $2.57M sold.
Based on aggregated 13F filings for Q4 2025.