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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
MHFA
76
Mission Hills Financial Advisory
California
$588K +$452K +58,320 +389%
LFAS
77
Level Four Advisory Services
Texas
$578K +$1.31K +169 +0.2%
RW
78
RVW Wealth
California
$569K – – –
ACMG
79
Anchor Capital Management Group
California
$561K – – –
AHL
80
Abel Hall LLC
Louisiana
$561K +$465K +60,000 +600%
RIL
81
Rothschild Investment LLC
Illinois
$557K -$2.78M -358,119 -84%
SC
82
Stolper & Co
Oklahoma
$555K +$20K +2,584 +4%
CWM
83
Centurion Wealth Management
Virginia
$550K -$6.58K -849 -1%
PS
84
Principal Securities
Iowa
$516K -$52.5K -6,771 -10%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$502K +$486K +62,643 New
IAIM
86
International Assets Investment Management
Florida
$497K +$82.9K +10,694 +21%
MFWP
87
Mosaic Family Wealth Partners
Missouri
$469K – – –
UB
88
UMB Bank
Missouri
$449K – – –
WLPWM
89
Walled Lake Planning & Wealth Management
Illinois
$443K – – –
SFS
90
Shaker Financial Services
Virginia
$442K +$13.2K +1,700 +3%
AAS
91
Ameritas Advisory Services
Nebraska
$434K +$30.8K +3,975 +8%
SG
92
StoneX Group
New York
$429K +$18.1K +2,334 +5%
GP
93
Gridiron Partners
Pennsylvania
$425K – – –
PFS
94
Prospera Financial Services
Texas
$413K +$35.3K +4,558 +10%
LOPW
95
Live Oak Private Wealth
North Carolina
$413K – – –
PM
96
Penbrook Management
New York
$411K +$199K +25,710 +100%
HI
97
Harbour Investments
Wisconsin
$410K – – –
Comerica Bank
98
Comerica Bank
Texas
$404K -$76.7K -9,897 -16%
TA
99
Tectonic Advisors
Texas
$401K – – –
BRWA
100
B. Riley Wealth Advisors
Florida
$401K +$387K +49,977 New
2 3
4
5 6

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.