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Nuveen Preferred & Income Opportunities Fund

288 hedge funds and large institutions have $472M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 100 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

37% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 73

2% more funds holding

Funds holding: 283288 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.65% less ownership

Funds ownership: 19.08%18.43% (-0.65%)

3% less capital invested

Capital invested by funds: $489M → $472M (-$16.2M)

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
100
Reduced
73
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Anchor Investment Management
South Carolina
$86.1K +$357 +46 +0.4%
EWA
227
Evolution Wealth Advisors
Florida
$81.5K +$78.8K +10,162 New
TSMHT
228
Thurston Springer Miller Herd & Titak
Indiana
$80.8K
PWSG
229
Pacific Wealth Strategies Group
California
$80.7K
EIP
230
Ellis Investment Partners
Pennsylvania
$80.7K -$24.2K -3,115 -24%
MCA
231
Maryland Capital Advisors
Maryland
$80.3K +$77.6K +10,009 New
FFWM
232
Future Financial Wealth Management
Ohio
$80.2K
PJWM
233
Philip James Wealth Mangement
Georgia
$80.2K
CTC
234
Central Trust Company
Missouri
$79.1K
HCM
235
Hollencrest Capital Management
California
$79.1K
CIBC Private Wealth Group
236
CIBC Private Wealth Group
Georgia
$73.4K -$1.5K -194 -2%
AG
237
AmeriFlex Group
Nevada
$71.9K
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$68K +$93 +12 +0.1%
NS
239
NBC Securities
Alabama
$65K -$814 -105 -1%
Jones Financial Companies
240
Jones Financial Companies
Missouri
$64.3K +$62.3K +8,034 +133,900%
SWP
241
Strategic Wealth Partners
Ohio
$63.4K +$61.3K +7,908 New
SIS
242
Sound Income Strategies
Florida
$54K +$22K +2,834 +73%
WTC
243
WhitTier Trust Company
Nevada
$39.6K
HBW
244
Hazlett, Burt & Watson
West Virginia
$39K +$1.93K +249 +5%
HNB
245
Huntington National Bank
Ohio
$36K
PB
246
Pinnacle Bancorp
Nebraska
$33.7K +$32.6K +4,202 New
CBT
247
CoreFirst Bank & Trust
Kansas
$33.7K +$32.5K +4,197 New
WA
248
WPG Advisers
Maryland
$28.3K -$8.57K -1,106 -24%
FIA
249
FNY Investment Advisers
New York
$24K
NFSG
250
Newbridge Financial Services Group
Florida
$23K +$22.3K +2,872 New

JPC Hedge Fund Activity: Q2 2025 in Review

288 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2025, worth a combined $472M — down 3.3% from $489M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new JPC positions and 22 closed out — a net gain of 9 holders — while 100 added to existing stakes and 73 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.59M. The largest seller was Sit Investment Associates, cutting an estimated $22.6M.

  • 288 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2025, up from 283 in Q1 2025.
  • Funds reported $472M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 31 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2025 and 22 closed out, a net change of +9 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2025 was Guggenheim Capital, an estimated $1.59M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2025 was Sit Investment Associates, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2025.