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Nuveen Preferred & Income Opportunities Fund

327 hedge funds and large institutions have $530M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

4% more funds holding

Funds holding: 313327 (+14)

5% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 95

0.72% less ownership

Funds ownership: 21.15%20.42% (-0.72%)

2% less capital invested

Capital invested by funds: $541M → $530M (-$11.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
327
Holders Change
+14
Holders Change %
+4.47%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
39
Increased
100
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
Moors & Cabot
Massachusetts
$4.35M -$8.49K -1,046 -0.2%
FC
27
FCA Corp
Texas
$4.18M +$342K +42,116 +9%
SWP
28
Stratos Wealth Partners
Ohio
$4.07M -$62K -7,628 -1%
Stifel Financial
29
Stifel Financial
Missouri
$3.89M +$102K +12,521 +3%
Lido Advisors
30
Lido Advisors
California
$3.75M
PL
31
Protective Life
Alabama
$3.57M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.55M -$1.14M -139,797 -24%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.44M -$268K -32,955 -7%
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$3.03M -$1.12M -137,394 -27%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$2.89M +$386K +47,581 +16%
CCM
36
Campbell Capital Management
Florida
$2.82M -$33.7K -4,152 -1%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$2.81M +$571K +70,282 +25%
NA
38
NewEdge Advisors
Louisiana
$2.76M +$87.3K +10,745 +3%
SA
39
Sanctuary Advisors
Indiana
$2.73M +$187K +23,080 +7%
SPIA
40
Steward Partners Investment Advisory
New York
$2.65M +$553K +68,053 +26%
Jane Street
41
Jane Street
New York
$2.59M +$1.65M +203,579 +177%
CIA
42
Capital Investment Advisors
Georgia
$2.55M -$174K -21,441 -6%
PCM
43
Prelude Capital Management
New York
$2.43M
IWA
44
IBEX Wealth Advisors
New Jersey
$2.37M -$189K -23,288 -7%
WAS
45
Wealth Advisory Solutions
Indiana
$2.22M -$2.91K -358 -0.1%
MCA
46
MSH Capital Advisors
Arizona
$2.1M +$41K +5,049 +2%
DC
47
Davenport & Co
Virginia
$2M -$30.9K -3,803 -2%
First Trust Advisors
48
First Trust Advisors
Illinois
$1.93M +$7.73K +952 +0.4%
CA
49
CoreCap Advisors
Michigan
$1.8M -$70.4K -8,668 -4%
JWCA
50
J.W. Cole Advisors
Florida
$1.69M +$735K +90,513 +76%