We are live on ! Find out more
JPC icon

Nuveen Preferred & Income Opportunities Fund
JPC

283 hedge funds and large institutions have $489M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 73

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.66% less ownership

Funds ownership: 19.74% → 19.08% (-0.66%)

1% less capital invested

Capital invested by funds: $496M → $489M (-$7.21M)

5% less funds holding

Funds holding: 297 → 283 (-14)

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
3.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
80
Reduced
73
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.4M
2
PA
PFG Advisors
Arizona
+$1.8M
3
Wells Fargo
Wells Fargo
California
+$1.74M
4
GWM
Geneos Wealth Management
Colorado
+$1.72M
5
Cerity Partners
Cerity Partners
New York
+$1.68M

Top Sellers

1
LPL Financial
LPL Financial
California
-$8.32M
2
Morgan Stanley
Morgan Stanley
New York
-$6.99M
3
SIA
Sit Investment Associates
Minnesota
-$5.12M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$2.67M
5
Cohen & Steers
Cohen & Steers
New York
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
126
Private Trust Company
Ohio
$233K -$15K -1,882 -6%
VCM
127
Vivaldi Capital Management
Illinois
$227K – – –
HKAM
128
Horizon Kinetics Asset Management
New York
$225K -$2.3K -288 -1%
WT
129
Whittier Trust
California
$224K -$11.6K -1,454 -5%
DSC
130
Duncker Streett & Co
Missouri
$218K – – –
CSC
131
Caldwell Sutter Capital
California
$216K – – –
SCA
132
Snowden Capital Advisors
New York
$210K +$19.5K +2,447 +10%
PAS
133
Park Avenue Securities
New York
$209K -$55K -6,897 -21%
PM
134
Penbrook Management
New York
$205K – – –
Pathstone Holdings
135
Pathstone Holdings
New Jersey
$199K -$72K -9,020 -27%
KeyBank National Association
136
KeyBank National Association
Ohio
$198K – – –
SCM
137
Sage Capital Management
New Jersey
$195K +$27.9K +3,500 +17%
US Bancorp
138
US Bancorp
Minnesota
$195K +$89.1K +11,164 +84%
CCG
139
Catalina Capital Group
California
$195K – – –
GJIA
140
Glass Jacobson Investment Advisors
Maryland
$188K – – –
FAG
141
Fortitude Advisory Group
Washington
$187K +$2.72K +341 +1%
BFG
142
Berger Financial Group
Minnesota
$185K +$926 +116 +0.5%
IPWA
143
International Private Wealth Advisors
California
$180K +$2.76K +346 +2%
AWM
144
Apollon Wealth Management
South Carolina
$174K -$279 -35 -0.2%
WB
145
WesBanco Bank
West Virginia
$171K – – –
CSIC
146
Clifford Swan Investment Counsel
California
$171K – – –
JWCA
147
J.W. Cole Advisors
Florida
$170K +$170K +21,320 New
RIA
148
Realta Investment Advisors
Delaware
$166K +$1.9K +238 +1%
Corient Private Wealth
149
Corient Private Wealth
Florida
$165K +$25.1K +3,149 +18%
TFGT
150
TS Financial Group (TSFG)
Illinois
$161K – – –
4 5
6
7 8

JPC Hedge Fund Activity: Q1 2025 in Review

283 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q1 2025, worth a combined $489M — down 1.5% from $496M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of JPC and 33 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 80 added.

The largest buyer was Bank of America, adding an estimated $2.4M. The largest seller was LPL Financial, cutting an estimated $8.32M.

  • 283 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q1 2025, down from 297 in Q4 2024.
  • Funds reported $489M of Nuveen Preferred & Income Opportunities Fund stock for Q1 2025, down 1.5% quarter-over-quarter.
  • 33 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q1 2025 and 39 closed out, a net change of -6 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q1 2025 was Bank of America, an estimated $2.4M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q1 2025 was LPL Financial, an estimated $8.32M sold.

Based on aggregated 13F filings for Q1 2025.