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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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$398K -$11K -1,414 -3%
OWCM
102
One Wealth Capital Management
Arizona
$385K – – –
IAMOG
103
Investors Asset Management of Georgia
Georgia
$383K +$11.6K +1,500 +3%
Jane Street
104
Jane Street
New York
$379K +$367K +47,315 New
CA
105
Carson Advisory
Georgia
$368K -$31K -4,000 -8%
OA
106
Operose Advisors
Wisconsin
$357K – – –
IAG
107
Investmark Advisory Group
Connecticut
$350K +$1.21K +156 +0.4%
AAS
108
Avantax Advisory Services
Texas
$350K -$6.39K -824 -2%
NAS
109
NWF Advisory Services
California
$350K -$1.28K -165 -0.4%
XT
110
XTX Topco
Cayman Islands
$341K +$330K +42,539 New
CPSAC
111
Chas P. Smith & Associates (CPS)
Florida
$341K +$194K +25,000 +143%
SCA
112
Sage Capital Advisors
South Dakota
$337K -$31.6K -4,074 -9%
KPWS
113
Kestra Private Wealth Services
Texas
$304K -$113K -14,543 -28%
OFA
114
Onyx Financial Advisors
Idaho
$304K +$196K +25,253 +201%
CRC
115
Curi RMB Capital
Illinois
$297K +$318 +41 +0.1%
LNWWM
116
Laird Norton Wetherby Wealth Management
California
$297K +$287K +36,995 New
HIP
117
HUB Investment Partners
Texas
$295K -$32K -4,123 -10%
OC
118
Oppenheimer & Co
New York
$292K -$23.9K -3,080 -8%
IA
119
IFG Advisory
Georgia
$281K -$43.8K -5,643 -14%
CL
120
Choreo LLC
Illinois
$278K -$155 -20 -0.1%
CIA
121
Concurrent Investment Advisors
Florida
$277K +$15K +1,941 +6%
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$262K -$5.05K -651 -2%
UFA
123
Uptown Financial Advisors
Texas
$253K – – –
PTC
124
Private Trust Company
Ohio
$250K +$14.4K +1,861 +6%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$248K -$53K -6,833 -18%
3 4
5
6 7

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.