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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
IFG
76
Independent Financial Group
California
$711K +$58.8K +7,246 +9%
MSA
77
Marino Stram & Associates
Massachusetts
$710K
VF
78
Virtu Financial
New York
$698K +$691K +85,144 New
SG
79
StoneX Group
New York
$685K +$241K +29,716 +56%
Mariner
80
Mariner
Kansas
$677K -$53.3K -6,570 -7%
HI
81
Harbour Investments
Wisconsin
$663K +$242K +29,790 +58%
CRC
82
Curi RMB Capital
Illinois
$623K +$315K +38,797 +105%
BI
83
Bramshill Investments
Florida
$617K -$102K -12,629 -14%
LFAS
84
Level Four Advisory Services
Texas
$607K +$15.7K +1,935 +3%
MHFA
85
Mission Hills Financial Advisory
California
$601K
UB
86
UMB Bank
Missouri
$594K +$134K +16,499 +29%
CSA
87
Cottage Street Advisors
Massachusetts
$589K +$583K +71,890 New
RW
88
RVW Wealth
California
$582K
AWM
89
Accel Wealth Management
Iowa
$579K -$22.3K -2,751 -4%
AHL
90
Abel Hall LLC
Louisiana
$574K
ACMG
91
Anchor Capital Management Group
California
$574K
EAM
92
Everstar Asset Management
North Carolina
$566K +$560K +69,074 New
PFS
93
Prospera Financial Services
Texas
$566K +$142K +17,527 +34%
RIL
94
Rothschild Investment LLC
Illinois
$562K -$7.22K -890 -1%
CWM
95
Centurion Wealth Management
Virginia
$558K -$3.88K -479 -0.7%
LOPW
96
Live Oak Private Wealth
North Carolina
$538K +$114K +14,112 +27%
Comerica Bank
97
Comerica Bank
Texas
$530K +$115K +14,229 +28%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$512K -$1.66K -204 -0.3%
IAMOG
99
Investors Asset Management of Georgia
Georgia
$502K +$109K +13,500 +28%
IAIM
100
International Assets Investment Management
Florida
$501K