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Nuveen Preferred & Income Opportunities Fund

325 hedge funds and large institutions have $518M invested in Nuveen Preferred & Income Opportunities Fund in 2026 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 83 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

34% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 83

6% more capital invested

Capital invested by funds: $490M → $518M (+$28M)

1% more funds holding

Funds holding: 321325 (+4)

0.26% more ownership

Funds ownership: 20.31%20.57% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
325
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
111
Reduced
83
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
76
Benchmark Investment Advisors
Illinois
$693K
SWM
77
Spire Wealth Management
Virginia
$692K +$61.9K +7,868 +10%
SFS
78
Shaker Financial Services
Virginia
$689K +$684K +87,000 New
MSA
79
Marino Stram & Associates
Massachusetts
$682K
AHL
80
Abel Hall LLC
Louisiana
$659K
LFAS
81
Level Four Advisory Services
Texas
$656K -$6.77K -861 -1%
PFS
82
Prospera Financial Services
Texas
$651K +$1.28K +163 +0.2%
RIL
83
Rothschild Investment LLC
Illinois
$638K +$77.8K +9,888 +14%
SDAM
84
Shulman DeMeo Asset Management
New York
$609K -$3.31K -421 -0.5%
SIC
85
Samalin Investment Counsel
New York
$590K -$242K -30,789 -29%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$587K
WA
87
Waverly Advisors
Alabama
$580K -$97.8K -12,441 -14%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$560K +$1.93K +245 +0.3%
RW
89
RVW Wealth
California
$559K
IAMOG
90
Investors Asset Management of Georgia
Georgia
$546K +$15.7K +2,000 +3%
AAP
91
Arax Advisory Partners
Colorado
$544K +$435K +55,370 +404%
PS
92
Principal Securities
Iowa
$536K +$1.98K +252 +0.4%
Mariner
93
Mariner
Kansas
$529K -$146K -18,508 -22%
KWM
94
KMT Wealth Management
California
$519K +$518K +65,897 New
LOPW
95
Live Oak Private Wealth
North Carolina
$517K
EAM
96
Everstar Asset Management
North Carolina
$511K -$9.15K -1,164 -2%
IAIM
97
International Assets Investment Management
Florida
$508K +$61.9K +7,875 +14%
Mercer Global Advisors
98
Mercer Global Advisors
Colorado
$497K +$29.2K +3,718 +6%
AWM
99
Accel Wealth Management
Iowa
$487K -$25.1K -3,197 -5%
MFWP
100
Mosaic Family Wealth Partners
Missouri
$484K

JPC Hedge Fund Activity: Q2 2026 in Review

325 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2026, worth a combined $518M — up 5.7% from $490M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new JPC positions and 28 closed out — a net gain of 11 holders — while 111 added to existing stakes and 83 trimmed.

The largest buyer was Bank of America, adding an estimated $2.06M. The largest seller was Advisors Asset Management, cutting an estimated $1.74M.

  • 325 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2026, up from 321 in Q1 2026.
  • Funds reported $518M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2026, up 5.7% quarter-over-quarter.
  • 39 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2026 and 28 closed out, a net change of +11 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2026 was Bank of America, an estimated $2.06M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2026 was Advisors Asset Management, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2026.