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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
PS
101
Principal Securities
Iowa
$481K -$45.9K -5,656 -9%
AAS
102
Ameritas Advisory Services
Nebraska
$474K +$29.6K +3,649 +7%
MFWP
103
Mosaic Family Wealth Partners
Missouri
$473K
MML Investors Services
104
MML Investors Services
Massachusetts
$467K +$226K +27,837 +95%
KPWS
105
Kestra Private Wealth Services
Texas
$461K +$149K +18,374 +49%
WLPWM
106
Walled Lake Planning & Wealth Management
Illinois
$453K
GP
107
Gridiron Partners
Pennsylvania
$434K +$13M +1,608,135 +3,036%
BRWA
108
B. Riley Wealth Advisors
Florida
$434K +$23.9K +2,953 +6%
TA
109
Tectonic Advisors
Texas
$410K
CIA
110
Concurrent Investment Advisors
Florida
$404K +$119K +14,685 +43%
OWCM
111
One Wealth Capital Management
Arizona
$402K +$8.6K +1,060 +2%
LNWWM
112
Laird Norton Wetherby Wealth Management
California
$402K +$97.3K +12,000 +32%
DADC
113
D.A. Davidson & Co
Montana
$383K +$213K +26,299 +129%
NAS
114
NWF Advisory Services
California
$382K +$24.3K +2,998 +7%
CA
115
Carson Advisory
Georgia
$376K
IAG
116
Investmark Advisory Group
Connecticut
$371K +$12.7K +1,565 +4%
OA
117
Operose Advisors
Wisconsin
$365K
IWC
118
Integrated Wealth Concepts
Massachusetts
$353K +$259K +31,960 +287%
CPSAC
119
Chas P. Smith & Associates (CPS)
Florida
$349K
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$342K -$65.1K -8,023 -16%
SCA
121
Sage Capital Advisors
South Dakota
$338K -$6.57K -810 -2%
PS
122
Portfolio Strategies
New York
$333K +$330K +40,638 New
QCM
123
Quantinno Capital Management
New York
$311K +$219K +26,986 +246%
OFA
124
Onyx Financial Advisors
Idaho
$310K
KWA
125
Kingswood Wealth Advisors
California
$298K +$295K +36,400 New