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Nuveen Preferred & Income Opportunities Fund

324 hedge funds and large institutions have $529M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$2.8M
2 +$1.93M
3 +$1.65M
4
Bank of America
Bank of America
North Carolina
+$1.14M
5
Invesco
Invesco
Georgia
+$1.06M

Top Sellers

1 -$13.1M
2 -$5.18M
3 -$4.34M
4
Morgan Stanley
Morgan Stanley
New York
-$4.28M
5
TCM
Thoma Capital Management
Maryland
-$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
101
Walled Lake Planning & Wealth Management
Illinois
$448K
GP
102
Gridiron Partners
Pennsylvania
$430K
BRWA
103
B. Riley Wealth Advisors
Florida
$429K
Citadel Advisors
104
Citadel Advisors
Florida
$428K
GRP
105
Global Retirement Partners
California
$427K
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$423K
FMC
107
First Merchants Corp
Indiana
$419K
OFA
108
Onyx Financial Advisors
Idaho
$407K
TA
109
Tectonic Advisors
Texas
$406K
CSA
110
Cottage Street Advisors
Massachusetts
$404K
CIA
111
Concurrent Investment Advisors
Florida
$403K
Pathstone Holdings
112
Pathstone Holdings
New Jersey
$402K
OWCM
113
One Wealth Capital Management
Arizona
$398K
NAS
114
NWF Advisory Services
California
$381K
IAG
115
Investmark Advisory Group
Connecticut
$369K
CA
116
Carson Advisory
Georgia
$365K
OA
117
Operose Advisors
Wisconsin
$361K
SAI
118
Savvy Advisors Inc
New York
$351K
CPSAC
119
Chas P. Smith & Associates (CPS)
Florida
$345K
AAS
120
Ameritas Advisory Services
Nebraska
$342K
SCA
121
Sage Capital Advisors
South Dakota
$342K
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$332K
SOS
123
Silver Oak Securities
Tennessee
$320K
LWM
124
Liberty Wealth Management
California
$311K
DADC
125
D.A. Davidson & Co
Montana
$298K