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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
WANY
51
Wealthspire Advisors (New York)
New York
$1.64M -$197K -24,300 -11%
GWM
52
Geneos Wealth Management
Colorado
$1.6M +$12.3K +1,509 +0.8%
P
53
&Partners
Tennessee
$1.54M +$394K +48,473 +34%
WW
54
Wright Wealth
Georgia
$1.4M +$1.4M +172,985 New
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.31M
UB
56
UMB Bank
Missouri
$1.29M +$701K +86,362 +119%
EGA
57
E&G Advisors
Texas
$1.28M -$73K -8,991 -5%
SFS
58
Sowell Financial Services
Arkansas
$1.26M -$2.27K -280 -0.2%
TCM
59
Thoma Capital Management
Maryland
$1.25M -$2.27M -279,073 -64%
PAG
60
Private Advisor Group
New Jersey
$1.22M -$47.6K -5,865 -4%
HighTower Advisors
61
HighTower Advisors
Illinois
$1.19M +$135K +16,676 +13%
CSP
62
Cary Street Partners
Virginia
$1.06M +$28.4K +3,500 +3%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$1M +$87.1K +10,730 +10%
SIC
64
Samalin Investment Counsel
New York
$965K -$11.7K -1,438 -1%
WS
65
Wedbush Securities
California
$903K -$63.8K -7,861 -7%
ASN
66
Advisory Services Network
Georgia
$890K +$1.72K +212 +0.2%
CA
67
Cornerstone Advisory
Maryland
$851K -$223K -27,435 -21%
AC
68
AlphaCore Capital
California
$826K -$40.9K -5,032 -5%
PVM
69
Palogic Value Management
Texas
$816K +$2.01K +247 +0.2%
WIA
70
World Investment Advisors
California
$814K +$666K +81,997 +447%
DWM
71
Diversify Wealth Management
Utah
$804K -$69.2K -8,523 -8%
IWC
72
Integrated Wealth Concepts
Massachusetts
$790K +$441K +54,325 +126%
MWM
73
Melfa Wealth Management
Massachusetts
$788K -$991 -122 -0.1%
HI
74
Harbour Investments
Wisconsin
$786K +$130K +16,004 +20%
KPWS
75
Kestra Private Wealth Services
Texas
$774K +$318K +39,176 +70%