We are live on ! Find out more
JPC icon

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
IFG
76
Independent Financial Group
California
$760K +$56.8K +6,992 +8%
TCM
77
Triumph Capital Management
Colorado
$734K +$28.2K +3,473 +4%
SWM
78
Spire Wealth Management
Virginia
$716K -$12.1K -1,494 -2%
MHFA
79
Mission Hills Financial Advisory
California
$705K +$110K +13,579 +19%
MSA
80
Marino Stram & Associates
Massachusetts
$702K
Mariner
81
Mariner
Kansas
$696K +$26.7K +3,283 +4%
SDAM
82
Shulman DeMeo Asset Management
New York
$692K -$30.1K -3,700 -4%
LFAS
83
Level Four Advisory Services
Texas
$679K +$78.7K +9,692 +13%
SG
84
StoneX Group
New York
$629K -$43.1K -5,305 -6%
BI
85
Bramshill Investments
Florida
$615K +$4.21K +519 +0.7%
CRC
86
Curi RMB Capital
Illinois
$613K
RW
87
RVW Wealth
California
$575K
ACMG
88
Anchor Capital Management Group
California
$574K
AHL
89
Abel Hall LLC
Louisiana
$568K
AWM
90
Accel Wealth Management
Iowa
$554K -$19K -2,336 -3%
CWM
91
Centurion Wealth Management
Virginia
$549K -$2.45K -302 -0.4%
PS
92
Principal Securities
Iowa
$548K +$72.4K +8,917 +15%
PFS
93
Prospera Financial Services
Texas
$547K -$13.4K -1,648 -2%
RIL
94
Rothschild Investment LLC
Illinois
$537K -$18.5K -2,274 -3%
LOPW
95
Live Oak Private Wealth
North Carolina
$532K
Comerica Bank
96
Comerica Bank
Texas
$517K -$7.7K -948 -1%
IAMOG
97
Investors Asset Management of Georgia
Georgia
$513K +$16.2K +2,000 +3%
MFWP
98
Mosaic Family Wealth Partners
Missouri
$474K
IAIM
99
International Assets Investment Management
Florida
$462K -$40.6K -4,997 -8%
CAI
100
Capital Advisors Inc
Oklahoma
$453K +$453K +55,837 New