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
MML Investors Services
101
MML Investors Services
Massachusetts
$453K -$9.44K -1,162 -2%
WLPWM
102
Walled Lake Planning & Wealth Management
Illinois
$448K
GP
103
Gridiron Partners
Pennsylvania
$430K -$13.1M -1,608,135 -97%
BRWA
104
B. Riley Wealth Advisors
Florida
$429K
Citadel Advisors
105
Citadel Advisors
Florida
$428K -$478K -58,851 -53%
GRP
106
Global Retirement Partners
California
$427K +$419K +51,566 +5,016%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$423K -$83.1K -10,230 -16%
FMC
108
First Merchants Corp
Indiana
$419K +$419K +51,643 New
OFA
109
Onyx Financial Advisors
Idaho
$407K +$99.9K +12,301 +33%
TA
110
Tectonic Advisors
Texas
$406K
CSA
111
Cottage Street Advisors
Massachusetts
$404K -$180K -22,108 -31%
CIA
112
Concurrent Investment Advisors
Florida
$403K +$3.89K +479 +1%
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$402K +$200K +24,570 +98%
OWCM
114
One Wealth Capital Management
Arizona
$398K
NAS
115
NWF Advisory Services
California
$381K +$2.89K +356 +0.8%
IAG
116
Investmark Advisory Group
Connecticut
$369K +$1.89K +233 +0.5%
CA
117
Carson Advisory
Georgia
$365K -$6.5K -800 -2%
OA
118
Operose Advisors
Wisconsin
$361K
SAI
119
Savvy Advisors Inc
New York
$351K +$351K +43,265 New
CPSAC
120
Chas P. Smith & Associates (CPS)
Florida
$345K
AAS
121
Ameritas Advisory Services
Nebraska
$342K -$127K -15,589 -27%
SCA
122
Sage Capital Advisors
South Dakota
$342K +$8.23K +1,014 +2%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$332K -$6.26K -771 -2%
SOS
124
Silver Oak Securities
Tennessee
$320K +$68K +8,370 +27%
LWM
125
Liberty Wealth Management
California
$311K +$311K +38,295 New