We are live on ! Find out more
JPC icon

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
DWM
276
Darwin Wealth Management
Florida
$4.42K
Russell Investments Group
277
Russell Investments Group
United Kingdom
$3.7K
LI
278
LRI Investments
Florida
$3.42K
TRCT
279
Tower Research Capital (TRC)
New York
$3.38K +$2.88K +371 +742%
FGC
280
Financial Gravity Companies
Texas
$3.11K +$3.01K +388 New
JP Morgan Chase
281
JP Morgan Chase
New York
$2.88K
WWM
282
Wolff Wiese Magana
California
$2.81K
TCOT
283
Trust Company of Toledo
Ohio
$2.21K +$2.14K +276 New
OP
284
ORG Partners
Indiana
$2K
MA
285
Montag & Associates
Georgia
$1.77K
GRP
286
Global Retirement Partners
California
$1.54K +$1.49K +192 New
PK
287
Pflug Koory
Nebraska
$529
GG
288
Gleason Group
Kentucky
$187
GI
289
GAMMA Investing
California
$56 +$54 +7 New
SFS
290
Sowell Financial Services
Arkansas
-$2.01M -252,300 Closed
PA
291
PFG Advisors
Arizona
-$1.79M -225,212 Closed
TC
292
TownSquare Capital
Utah
-$440K -55,308 Closed
PD
293
Planning Directions
Pennsylvania
-$363K -45,549 Closed
JIR
294
James Investment Research
Ohio
-$291K -36,500 Closed
TCA
295
Transcend Capital Advisors
New Jersey
-$237K -29,807 Closed
VCM
296
Vivaldi Capital Management
Illinois
-$227K -28,477 Closed
SFC
297
Strategic Financial Concepts
Texas
-$157K -19,768 Closed
MWM
298
Modern Wealth Management
Kansas
-$107K -13,407 Closed
FAIM
299
Financial Advocates Investment Management
Washington
-$106K -13,264 Closed
SPC
300
Sigma Planning Corp
Michigan
-$99.8K -12,541 Closed

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.