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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
IAA
251
Ironsides Asset Advisors
North Carolina
$92.7K
CAC
252
Certified Advisory Corp
Florida
$91.8K +$2.19K +269 +2%
S
253
Sunpointe
Missouri
$90.8K
OC
254
Oakworth Capital
Alabama
$88.9K +$89.1K +10,966 New
SYBT
255
Stock Yards Bank & Trust
Kentucky
$88.4K
BWM
256
BankPlus Wealth Management
Mississippi
$88.3K -$5K -615 -5%
IAS
257
Integrity Advisory Solutions
Texas
$86.4K +$86.6K +10,657 New
FHWM
258
Fox Hill Wealth Management
Massachusetts
$86.2K +$86.4K +10,633 New
WHCI
259
W.H. Cornerstone Investments
Massachusetts
$85.1K +$85.2K +10,489 New
LBC
260
Leigh Baldwin & Co
New York
$84K -$16.6K -2,049 -16%
CWM
261
Collaborative Wealth Management
Florida
$83.5K +$83.6K +10,290 New
MCA
262
Maryland Capital Advisors
Maryland
$81.1K -$32 -4 -0%
FFWM
263
Future Financial Wealth Management
Ohio
$80.7K
PWM
264
Proathlete Wealth Management
Florida
$80.2K +$80.3K +9,888 New
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$80.1K -$162K -19,965 -67%
HCM
266
Hollencrest Capital Management
California
$78.2K -$1.76K -217 -2%
AIM
267
Anchor Investment Management
South Carolina
$75.9K -$11.5K -1,422 -13%
AG
268
AmeriFlex Group
Nevada
$73.1K -$73.2K -9,016 -50%
Carson Wealth (CWM LLC)
269
Carson Wealth (CWM LLC)
Nebraska
$71K +$5.08K +626 +8%
NS
270
NBC Securities
Alabama
$66K
SS
271
Sunbelt Securities
Texas
$64.9K +$57.9K +7,131 +821%
SWP
272
Strategic Wealth Partners
Ohio
$64.1K
PWPS
273
Pinnacle Wealth Planning Services
Ohio
$62K +$62.1K +7,645 New
CTC
274
Central Trust Company
Missouri
$60.8K -$21.7K -2,669 -26%
HIA
275
Harbor Investment Advisory
Maryland
$50.7K