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Nuveen Preferred & Income Opportunities Fund

327 hedge funds and large institutions have $530M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

4% more funds holding

Funds holding: 313327 (+14)

5% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 95

0.72% less ownership

Funds ownership: 21.15%20.42% (-0.72%)

2% less capital invested

Capital invested by funds: $541M → $530M (-$11.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
327
Holders Change
+14
Holders Change %
+4.47%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
39
Increased
100
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
V
226
VeraBank
Texas
$111K
GKWIM
227
Gerber Kawasaki Wealth & Investment Management
California
$109K +$1.27K +156 +1%
MA
228
MKT Advisors
California
$109K -$25.7K -3,170 -19%
WB
229
WesBanco Bank
West Virginia
$107K -$67.4K -8,299 -39%
TW
230
Tempo Wealth
Ohio
$106K +$106K +13,034 New
HHGA
231
Halbert Hargrove Global Advisors
California
$105K
PWSG
232
Pacific Wealth Strategies Group
California
$105K
1WA
233
180 Wealth Advisors
Washington
$104K +$179 +22 +0.2%
SIC
234
SFE Investment Counsel
California
$104K
C1AG
235
Client 1st Advisory Group
Florida
$103K +$103K +12,721 New
TWM
236
Tradition Wealth Management
Minnesota
$103K
AGP
237
Aspire Growth Partners
Florida
$102K +$3.22K +396 +3%
SFC
238
Strategic Financial Concepts
Texas
$102K +$102K +12,554 New
DG
239
Diesslin Group
Texas
$102K +$102K +12,528 New
CIAS
240
Capital Investment Advisory Services
North Carolina
$101K
CT
241
Coastline Trust
Rhode Island
$98.5K
CWM
242
Cahaba Wealth Management
Georgia
$98.2K
BAAM
243
Baker Avenue Asset Management
California
$97.3K
CHJWM
244
Carlton Hofferkamp & Jenks Wealth Management
Texas
$97.3K
AFA
245
American Financial Advisors
Georgia
$97.3K +$97.5K +12,000 New
TAM
246
Titleist Asset Management
Texas
$96K
JWWM
247
Johnson & White Wealth Management
Pennsylvania
$95.4K -$11K -1,360 -10%
SGCA
248
Steel Grove Capital Advisors
Tennessee
$94.5K
PIA
249
Powell Investment Advisors
Florida
$94.3K
LF
250
LifeSteps Financial
California
$93.4K