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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
LI
301
LRI Investments
Florida
$3.5K
SIC
302
Salem Investment Counselors
North Carolina
$3.07K +$3.03K +374 New
JP Morgan Chase
303
JP Morgan Chase
New York
$2.94K
WWM
304
Wolff Wiese Magana
California
$2.87K
HWP
305
Highline Wealth Partners
California
$2.46K +$2.43K +300 New
TCOT
306
Trust Company of Toledo
Ohio
$2.26K
Jones Financial Companies
307
Jones Financial Companies
Missouri
$2.13K -$63.1K -7,774 -97%
OP
308
ORG Partners
Indiana
$2.02K
MA
309
Montag & Associates
Georgia
$1.81K
PA
310
Parallel Advisors
California
$1.11K -$4.01K -494 -78%
MCM
311
MV Capital Management
Maryland
$779 +$770 +95 New
PK
312
Pflug Koory
Nebraska
$541
TRCT
313
Tower Research Capital (TRC)
New York
$353 -$3.07K -378 -90%
GI
314
GAMMA Investing
California
$57
LW
315
Linscomb Wealth
Texas
-$778K -97,000 Closed
SC
316
Stolper & Co
Oklahoma
-$555K -69,231 Closed
SFS
317
Shaker Financial Services
Virginia
-$442K -54,700 Closed
XT
318
XTX Topco
Cayman Islands
-$341K -42,539 Closed
PA
319
PSI Advisors
Florida
-$158K -19,669 Closed
BCMLT
320
Beacon Capital Management LLC (Tennessee)
Tennessee
-$114K -14,258 Closed
BCM
321
Brookstone Capital Management
Illinois
-$112K -13,992 Closed
AFG
322
Atomi Financial Group
New York
-$104K -12,910 Closed
NFC
323
Northstar Financial Companies
Pennsylvania
-$100K -12,475 Closed
BPA
324
Beacon Pointe Advisors
California
-$88.7K -11,059 Closed
TSMHT
325
Thurston Springer Miller Herd & Titak
Indiana
-$80.8K -10,073 Closed