We are live on ! Find out more
JPC icon

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
WANY
51
Wealthspire Advisors (New York)
New York
$1.86M +$271K +33,441 +17%
GWM
52
Geneos Wealth Management
Colorado
$1.6M -$105K -12,899 -6%
RAM
53
Readystate Asset Management
Illinois
$1.47M +$739K +91,138 +104%
EGA
54
E&G Advisors
Texas
$1.37M +$622K +76,686 +85%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.33M
PAG
56
Private Advisor Group
New Jersey
$1.28M +$85.5K +10,547 +7%
SFS
57
Sowell Financial Services
Arkansas
$1.27M +$1.26M +155,277 New
P
58
&Partners
Tennessee
$1.16M -$8.86K -1,092 -0.8%
CA
59
Cornerstone Advisory
Maryland
$1.09M +$1.07M +132,318 New
HighTower Advisors
60
HighTower Advisors
Illinois
$1.07M +$7.96K +981 +0.8%
CSP
61
Cary Street Partners
Virginia
$1.04M +$200K +24,666 +24%
SIC
62
Samalin Investment Counsel
New York
$987K +$45K +5,547 +5%
WS
63
Wedbush Securities
California
$978K +$372K +45,926 +63%
JWCA
64
J.W. Cole Advisors
Florida
$975K +$745K +91,812 +339%
Jane Street
65
Jane Street
New York
$946K +$552K +68,011 +144%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$924K +$285K +35,178 +45%
Citadel Advisors
67
Citadel Advisors
Florida
$916K +$906K +111,662 New
ASN
68
Advisory Services Network
Georgia
$898K +$6K +740 +0.7%
AC
69
AlphaCore Capital
California
$883K +$31.7K +3,907 +4%
DWM
70
Diversify Wealth Management
Utah
$872K +$275K +33,881 +46%
PVM
71
Palogic Value Management
Texas
$823K
MWM
72
Melfa Wealth Management
Massachusetts
$797K
SWM
73
Spire Wealth Management
Virginia
$736K -$23.6K -2,906 -3%
SDAM
74
Shulman DeMeo Asset Management
New York
$730K -$3.38K -417 -0.5%
TCM
75
Triumph Capital Management
Colorado
$714K -$194K -23,941 -22%