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Nuveen Preferred & Income Opportunities Fund

305 hedge funds and large institutions have $537M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$8.19M
2 +$6.02M
3 +$4.85M
4
Morgan Stanley
Morgan Stanley
New York
+$4.58M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.39M

Top Sellers

1 -$5.46M
2 -$4.04M
3 -$1.07M
4
LW
Linscomb Wealth
Texas
-$778K
5
SC
Stolper & Co
Oklahoma
-$555K
Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
101
Mosaic Family Wealth Partners
Missouri
$473K
MML Investors Services
102
MML Investors Services
Massachusetts
$467K
KPWS
103
Kestra Private Wealth Services
Texas
$461K
WLPWM
104
Walled Lake Planning & Wealth Management
Illinois
$453K
GP
105
Gridiron Partners
Pennsylvania
$434K
BRWA
106
B. Riley Wealth Advisors
Florida
$434K
TA
107
Tectonic Advisors
Texas
$410K
CIA
108
Concurrent Investment Advisors
Florida
$404K
OWCM
109
One Wealth Capital Management
Arizona
$402K
LNWWM
110
Laird Norton Wetherby Wealth Management
California
$402K
DADC
111
D.A. Davidson & Co
Montana
$383K
NAS
112
NWF Advisory Services
California
$382K
CA
113
Carson Advisory
Georgia
$376K
IAG
114
Investmark Advisory Group
Connecticut
$371K
OA
115
Operose Advisors
Wisconsin
$365K
IWC
116
Integrated Wealth Concepts
Massachusetts
$353K
CPSAC
117
Chas P. Smith & Associates (CPS)
Florida
$349K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$342K
SCA
119
Sage Capital Advisors
South Dakota
$338K
PS
120
Portfolio Strategies
New York
$333K
QCM
121
Quantinno Capital Management
New York
$311K
OFA
122
Onyx Financial Advisors
Idaho
$310K
KWA
123
Kingswood Wealth Advisors
California
$298K
IA
124
IFG Advisory
Georgia
$293K
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$284K