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Nuveen Preferred & Income Opportunities Fund

313 hedge funds and large institutions have $541M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

103% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 59

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $472M → $541M (+$68.3M)

9% more funds holding

Funds holding: 288313 (+25)

2.71% more ownership

Funds ownership: 18.43%21.15% (+2.7%)

Holders
313
Holders Change
+25
Holders Change %
+8.68%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
45
Increased
120
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
226
Pacific Wealth Strategies Group
California
$107K +$24.3K +3,000 +30%
HHGA
227
Halbert Hargrove Global Advisors
California
$107K +$105K +13,000 New
SSW
228
Smith Shellnut Wilson
Mississippi
$105K
1WA
229
180 Wealth Advisors
Washington
$105K -$2.03K -250 -2%
SIC
230
SFE Investment Counsel
California
$105K
TWM
231
Tradition Wealth Management
Minnesota
$104K -$5.61K -692 -5%
CIAS
232
Capital Investment Advisory Services
North Carolina
$102K +$101K +12,498 New
LBC
233
Leigh Baldwin & Co
New York
$102K +$101K +12,429 New
AGP
234
Aspire Growth Partners
Florida
$99.8K +$2.4K +296 +2%
CT
235
Coastline Trust
Rhode Island
$99.6K
CWM
236
Cahaba Wealth Management
Georgia
$99.3K +$98.2K +12,108 New
BAAM
237
Baker Avenue Asset Management
California
$98.4K -$4.05K -500 -4%
CHJWM
238
Carlton Hofferkamp & Jenks Wealth Management
Texas
$97.7K
KA
239
Kovack Advisors
Florida
$97.1K -$24.3K -3,000 -20%
TAM
240
Titleist Asset Management
Texas
$97K
PIA
241
Powell Investment Advisors
Florida
$96.1K
LF
242
LifeSteps Financial
California
$94.5K
BWM
243
BankPlus Wealth Management
Mississippi
$94.4K +$93.3K +11,507 New
IAA
244
Ironsides Asset Advisors
North Carolina
$93.7K
SGCA
245
Steel Grove Capital Advisors
Tennessee
$93.5K
S
246
Sunpointe
Missouri
$92.6K
CAC
247
Certified Advisory Corp
Florida
$90.6K +$1.63K +201 +2%
SYBT
248
Stock Yards Bank & Trust
Kentucky
$89.4K +$88.4K +10,904 New
AIM
249
Anchor Investment Management
South Carolina
$88.4K +$373 +46 +0.4%
AWA
250
Arkadios Wealth Advisors
Georgia
$87.6K +$86.7K +10,687 New