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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
SIA
26
Sit Investment Associates
Minnesota
$4.34M -$5.41M -666,455 -56%
CPIG
27
Chicago Partners Investment Group
Illinois
$4.34M +$1.5M +184,813 +53%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$4.19M -$480K -59,214 -10%
SWP
29
Stratos Wealth Partners
Ohio
$4.18M -$16.1K -1,990 -0.4%
FC
30
FCA Corp
Texas
$3.88M +$154K +18,957 +4%
Stifel Financial
31
Stifel Financial
Missouri
$3.83M -$1.06M -130,861 -22%
Lido Advisors
32
Lido Advisors
California
$3.75M +$458K +56,473 +14%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.74M -$117K -14,483 -3%
PL
34
Protective Life
Alabama
$3.61M
TCM
35
Thoma Capital Management
Maryland
$3.56M -$102K -12,519 -3%
KAS
36
Kestra Advisory Services
Texas
$3.44M +$2.11M +260,002 +163%
CCM
37
Campbell Capital Management
Florida
$2.89M -$232K -28,622 -8%
CIA
38
Capital Investment Advisors
Georgia
$2.76M -$24.7K -3,044 -0.9%
NA
39
NewEdge Advisors
Louisiana
$2.7M +$415K +51,183 +18%
IWA
40
IBEX Wealth Advisors
New Jersey
$2.59M +$10.3K +1,268 +0.4%
SA
41
Sanctuary Advisors
Indiana
$2.57M +$762K +93,956 +43%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$2.51M +$692K +85,290 +39%
PCM
43
Prelude Capital Management
New York
$2.46M
Fiera Capital (Canada)
44
Fiera Capital (Canada)
Quebec, Canada
$2.27M +$58.9K +7,258 +3%
WAS
45
Wealth Advisory Solutions
Indiana
$2.25M -$2.03K -250 -0.1%
SPIA
46
Steward Partners Investment Advisory
New York
$2.12M +$697K +85,971 +50%
MCA
47
MSH Capital Advisors
Arizona
$2.08M +$270K +33,313 +15%
DC
48
Davenport & Co
Virginia
$2.05M +$13.9K +1,709 +0.7%
First Trust Advisors
49
First Trust Advisors
Illinois
$1.94M -$365K -44,983 -16%
CA
50
CoreCap Advisors
Michigan
$1.89M -$54.9K -6,772 -3%