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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
AIS
251
Accredited Investor Services
Minnesota
$86.6K -$8.47K -1,045 -9%
EIP
252
Ellis Investment Partners
Pennsylvania
$84K +$1.49K +184 +2%
CTC
253
Central Trust Company
Missouri
$83.3K +$2.4K +296 +3%
EWA
254
Evolution Wealth Advisors
Florida
$83.3K
MCA
255
Maryland Capital Advisors
Maryland
$82.1K
FFWM
256
Future Financial Wealth Management
Ohio
$82K
HCM
257
Hollencrest Capital Management
California
$80.9K
PFA
258
Pathway Financial Advisers
Indiana
$71.9K -$25.9K -3,193 -27%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$67K -$2.58K -318 -4%
NS
260
NBC Securities
Alabama
$66.7K
SWP
261
Strategic Wealth Partners
Ohio
$64.8K
CIBC Private Wealth Group
262
CIBC Private Wealth Group
Georgia
$52.4K -$22.3K -2,754 -30%
HIA
263
Harbor Investment Advisory
Maryland
$51.2K +$50.7K +6,248 New
US Bancorp
264
US Bancorp
Minnesota
$49K +$32.4K +4,000 +202%
WTC
265
WhitTier Trust Company
Nevada
$40.3K
HBW
266
Hazlett, Burt & Watson
West Virginia
$40K +$479 +59 +1%
HNB
267
Huntington National Bank
Ohio
$36.8K
PB
268
Pinnacle Bancorp
Nebraska
$34.5K
CBT
269
CoreFirst Bank & Trust
Kansas
$34.4K
AF
270
Advisornet Financial
Minnesota
$33.7K +$14K +1,723 +72%
SIS
271
Sound Income Strategies
Florida
$32K -$23K -2,833 -42%
FC
272
Financial Consulate
Maryland
$30.7K +$30.4K +3,749 New
WA
273
WPG Advisers
Maryland
$26.9K -$1.97K -243 -7%
FIA
274
FNY Investment Advisers
New York
$24K
NFSG
275
Newbridge Financial Services Group
Florida
$23.5K