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Nuveen Preferred & Income Opportunities Fund
JPC

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: 283 → 288 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.59M
2
Wells Fargo
Wells Fargo
California
+$1.54M
3
WANY
Wealthspire Advisors (New York)
New York
+$1.5M
4
Cerity Partners
Cerity Partners
New York
+$1.44M
5
Truist Financial
Truist Financial
North Carolina
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$22.6M
2
LPL Financial
LPL Financial
California
-$3.72M
3
RIL
Rothschild Investment LLC
Illinois
-$2.78M
4
SFS
Sowell Financial Services
Arkansas
-$2.01M
5
PA
PFG Advisors
Arizona
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.78M -$82.2K -10,598 -2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$3.77M +$62.4K +8,053 +2%
FC
28
FCA Corp
Texas
$3.65M +$133K +17,091 +4%
TCM
29
Thoma Capital Management
Maryland
$3.58M +$18K +2,323 +0.5%
PL
30
Protective Life
Alabama
$3.53M – – –
Lido Advisors
31
Lido Advisors
California
$3.22M -$24.6K -3,169 -0.8%
CCM
32
Campbell Capital Management
Florida
$3.06M -$30.7K -3,955 -1%
SAM
33
Smith Asset Management
Florida
$2.83M -$32.6K -4,201 -1%
CPIG
34
Chicago Partners Investment Group
Illinois
$2.79M +$164K +21,189 +6%
CIA
35
Capital Investment Advisors
Georgia
$2.72M -$97.7K -12,603 -4%
IWA
36
IBEX Wealth Advisors
New Jersey
$2.52M +$17.1K +2,212 +0.7%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$2.47M +$164K +21,106 +7%
PCM
38
Prelude Capital Management
New York
$2.41M – – –
First Trust Advisors
39
First Trust Advisors
Illinois
$2.26M +$56.8K +7,320 +3%
NA
40
NewEdge Advisors
Louisiana
$2.23M +$80.2K +10,341 +4%
WAS
41
Wealth Advisory Solutions
Indiana
$2.2M +$237K +30,549 +13%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$2.16M -$50.9K -6,570 -2%
DC
43
Davenport & Co
Virginia
$1.99M -$27.7K -3,571 -1%
CA
44
CoreCap Advisors
Michigan
$1.91M -$6.01K -775 -0.3%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$1.79M +$565K +72,910 +49%
MCA
46
MSH Capital Advisors
Arizona
$1.77M +$150K +19,358 +10%
SA
47
Sanctuary Advisors
Indiana
$1.76M +$4.47K +577 +0.3%
GWM
48
Geneos Wealth Management
Colorado
$1.67M -$1.38M -178,442 -46%
WANY
49
Wealthspire Advisors (New York)
New York
$1.55M +$1.5M +193,045 New
SPIA
50
Steward Partners Investment Advisory
New York
$1.39M +$510K +65,744 +61%
1
2
3 4 5

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.