We are live on ! Find out more
JPC icon

Nuveen Preferred & Income Opportunities Fund
JPC

288 hedge funds and large institutions have $472M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 100 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 22

37% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 73

2% more funds holding

Funds holding: 283 → 288 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.65% less ownership

Funds ownership: 19.08% → 18.43% (-0.65%)

3% less capital invested

Capital invested by funds: $489M → $472M (-$16.2M)

Holders
288
Holders Change
+5
Holders Change %
+1.77%
% of All Funds
3.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
100
Reduced
73
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.59M
2
Wells Fargo
Wells Fargo
California
+$1.54M
3
WANY
Wealthspire Advisors (New York)
New York
+$1.5M
4
Cerity Partners
Cerity Partners
New York
+$1.44M
5
Truist Financial
Truist Financial
North Carolina
+$1.35M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$22.6M
2
LPL Financial
LPL Financial
California
-$3.72M
3
RIL
Rothschild Investment LLC
Illinois
-$2.78M
4
SFS
Sowell Financial Services
Arkansas
-$2.01M
5
PA
PFG Advisors
Arizona
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
126
Bank of New York Mellon
New York
$237K -$612 -79 -0.3%
AO
127
Advisor OS
Illinois
$237K +$1.01K +130 +0.4%
PWA
128
Prairie Wealth Advisors
Nebraska
$235K -$8.99K -1,160 -4%
MML Investors Services
129
MML Investors Services
Massachusetts
$234K +$94.2K +12,156 +72%
HKAM
130
Horizon Kinetics Asset Management
New York
$227K – – –
DSC
131
Duncker Streett & Co
Missouri
$220K – – –
CSC
132
Caldwell Sutter Capital
California
$218K – – –
JWCA
133
J.W. Cole Advisors
Florida
$217K +$44.9K +5,786 +27%
WT
134
Whittier Trust
California
$217K -$9K -1,161 -4%
SF
135
Summit Financial
New Jersey
$214K +$205K +26,404 New
MFG
136
Merit Financial Group
Georgia
$206K +$78.7K +10,156 +65%
FAG
137
Fortitude Advisory Group
Washington
$205K – – –
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$201K – – –
PAS
139
Park Avenue Securities
New York
$200K -$10.1K -1,307 -5%
KeyBank National Association
140
KeyBank National Association
Ohio
$200K – – –
CCG
141
Catalina Capital Group
California
$196K – – –
BFG
142
Berger Financial Group
Minnesota
$190K +$3.32K +428 +2%
SCA
143
Snowden Capital Advisors
New York
$188K -$23K -2,972 -11%
IPWA
144
International Private Wealth Advisors
California
$185K +$4.19K +540 +2%
GJIA
145
Glass Jacobson Investment Advisors
Maryland
$180K -$11.3K -1,460 -6%
AWM
146
Apollon Wealth Management
South Carolina
$178K +$2.56K +330 +2%
BC
147
Burney Company
Virginia
$174K -$102K -13,144 -38%
WB
148
WesBanco Bank
West Virginia
$173K – – –
CSIC
149
Clifford Swan Investment Counsel
California
$172K – – –
RIA
150
Realta Investment Advisors
Delaware
$170K +$2.87K +370 +2%
4 5
6
7 8

JPC Hedge Fund Activity: Q2 2025 in Review

288 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2025, worth a combined $472M — down 3.3% from $489M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new JPC positions and 22 closed out — a net gain of 9 holders — while 100 added to existing stakes and 73 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.59M. The largest seller was Sit Investment Associates, cutting an estimated $22.6M.

  • 288 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2025, up from 283 in Q1 2025.
  • Funds reported $472M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2025, down 3.3% quarter-over-quarter.
  • 31 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2025 and 22 closed out, a net change of +9 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2025 was Guggenheim Capital, an estimated $1.59M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2025 was Sit Investment Associates, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2025.