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Nuveen Preferred & Income Opportunities Fund

310 hedge funds and large institutions have $539M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 118 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
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
AAS
101
Ameritas Advisory Services
Nebraska
$474K
MFWP
102
Mosaic Family Wealth Partners
Missouri
$473K
MML Investors Services
103
MML Investors Services
Massachusetts
$467K
KPWS
104
Kestra Private Wealth Services
Texas
$461K
WLPWM
105
Walled Lake Planning & Wealth Management
Illinois
$453K
GP
106
Gridiron Partners
Pennsylvania
$434K
BRWA
107
B. Riley Wealth Advisors
Florida
$434K
TA
108
Tectonic Advisors
Texas
$410K
CIA
109
Concurrent Investment Advisors
Florida
$404K
OWCM
110
One Wealth Capital Management
Arizona
$402K
LNWWM
111
Laird Norton Wetherby Wealth Management
California
$402K
DADC
112
D.A. Davidson & Co
Montana
$383K
NAS
113
NWF Advisory Services
California
$382K
CA
114
Carson Advisory
Georgia
$376K
IAG
115
Investmark Advisory Group
Connecticut
$371K
OA
116
Operose Advisors
Wisconsin
$365K
IWC
117
Integrated Wealth Concepts
Massachusetts
$353K
CPSAC
118
Chas P. Smith & Associates (CPS)
Florida
$349K
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$342K
SCA
120
Sage Capital Advisors
South Dakota
$338K
PS
121
Portfolio Strategies
New York
$333K
QCM
122
Quantinno Capital Management
New York
$311K
OFA
123
Onyx Financial Advisors
Idaho
$310K
KWA
124
Kingswood Wealth Advisors
California
$298K
IA
125
IFG Advisory
Georgia
$293K