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Nuveen Preferred & Income Opportunities Fund
JPC

283 hedge funds and large institutions have $489M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 73

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.66% less ownership

Funds ownership: 19.74% → 19.08% (-0.66%)

1% less capital invested

Capital invested by funds: $496M → $489M (-$7.21M)

5% less funds holding

Funds holding: 297 → 283 (-14)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
80
Reduced
73
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.4M
2
PA
PFG Advisors
Arizona
+$1.8M
3
Wells Fargo
Wells Fargo
California
+$1.74M
4
GWM
Geneos Wealth Management
Colorado
+$1.72M
5
Cerity Partners
Cerity Partners
New York
+$1.68M

Top Sellers

1
LPL Financial
LPL Financial
California
-$8.32M
2
Morgan Stanley
Morgan Stanley
New York
-$6.99M
3
SIA
Sit Investment Associates
Minnesota
-$5.12M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.67M
5
Cohen & Steers
Cohen & Steers
New York
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.68M +$80.6K +10,095 +2%
TCM
27
Thoma Capital Management
Maryland
$3.53M -$187K -23,478 -5%
PL
28
Protective Life
Alabama
$3.5M – – –
FC
29
FCA Corp
Texas
$3.48M +$7.17K +898 +0.2%
RIL
30
Rothschild Investment LLC
Illinois
$3.4M -$603K -75,586 -15%
GWM
31
Geneos Wealth Management
Colorado
$3.27M +$1.72M +215,381 +126%
Lido Advisors
32
Lido Advisors
California
$3.22M – – –
CCM
33
Campbell Capital Management
Florida
$3.06M – – –
SAM
34
Smith Asset Management
Florida
$2.84M -$22.6K -2,838 -0.8%
CIA
35
Capital Investment Advisors
Georgia
$2.8M -$118K -14,835 -4%
Truist Financial
36
Truist Financial
North Carolina
$2.58M -$19.3K -2,416 -0.7%
CPIG
37
Chicago Partners Investment Group
Illinois
$2.55M +$39.6K +4,964 +2%
IWA
38
IBEX Wealth Advisors
New Jersey
$2.49M -$113K -14,098 -4%
PCM
39
Prelude Capital Management
New York
$2.39M – – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$2.29M -$370K -46,350 -14%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$2.2M – – –
First Trust Advisors
42
First Trust Advisors
Illinois
$2.19M -$48.4K -6,065 -2%
NA
43
NewEdge Advisors
Louisiana
$2.13M +$89.4K +11,208 +4%
SFS
44
Sowell Financial Services
Arkansas
$2.01M -$492K -61,612 -20%
DC
45
Davenport & Co
Virginia
$2.01M -$78.3K -9,815 -4%
WAS
46
Wealth Advisory Solutions
Indiana
$1.94M +$347K +43,490 +22%
CA
47
CoreCap Advisors
Michigan
$1.9M -$4.59K -575 -0.2%
PA
48
PFG Advisors
Arizona
$1.79M +$1.8M +225,212 New
SA
49
Sanctuary Advisors
Indiana
$1.74M -$27K -3,378 -2%
MCA
50
MSH Capital Advisors
Arizona
$1.6M +$3.12K +391 +0.2%
1
2
3 4 5

JPC Hedge Fund Activity: Q1 2025 in Review

283 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2025, worth a combined $489M — down 1.5% from $496M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of JPC and 33 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 80 added.

The largest buyer was Bank of America, adding an estimated $2.4M. The largest seller was LPL Financial, cutting an estimated $8.32M.

  • 283 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2025, down from 297 in Q4 2024.
  • Funds reported $489M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2025, down 1.5% quarter-over-quarter.
  • 33 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2025 and 39 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2025 was Bank of America, an estimated $2.4M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2025 was LPL Financial, an estimated $8.32M sold.

Based on aggregated 13F filings for Q1 2025.