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Nuveen Preferred & Income Opportunities Fund

313 hedge funds and large institutions have $541M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

103% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 59

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

14% more capital invested

Capital invested by funds: $472M → $541M (+$68.3M)

9% more funds holding

Funds holding: 288313 (+25)

2.71% more ownership

Funds ownership: 18.43%21.15% (+2.7%)

Holders
313
Holders Change
+25
Holders Change %
+8.68%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
45
Increased
120
Reduced
59
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFG Advisory
Georgia
$293K +$5.64K +696 +2%
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$284K +$16K +1,969 +6%
ECA
128
Elevate Capital Advisors
Colorado
$284K +$153K +18,891 +120%
DWP
129
Daymark Wealth Partners
Ohio
$282K +$279K +34,405 New
Baird Financial Group
130
Baird Financial Group
Wisconsin
$275K +$132K +16,240 +94%
IWM
131
IHT Wealth Management
Illinois
$275K +$272K +33,553 New
OC
132
Oppenheimer & Co
New York
$272K -$26.2K -3,227 -9%
CL
133
Choreo LLC
Illinois
$264K -$19.1K -2,359 -7%
UFA
134
Uptown Financial Advisors
Texas
$259K
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$258K +$5.36K +661 +2%
PTC
136
Private Trust Company
Ohio
$255K
SOS
137
Silver Oak Securities
Tennessee
$254K +$251K +30,993 New
PWA
138
Prairie Wealth Advisors
Nebraska
$249K +$9.16K +1,130 +4%
FFA
139
Farther Finance Advisors
California
$249K +$145K +17,829 +142%
MYIA
140
Mount Yale Investment Advisors
Colorado
$245K +$240K +29,637 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$245K +$229K +28,273 +1,799%
AO
142
Advisor OS
Illinois
$243K +$1.05K +129 +0.4%
PWA
143
Physician Wealth Advisors
Utah
$241K +$238K +29,367 New
Bank of New York Mellon
144
Bank of New York Mellon
New York
$230K -$12.5K -1,544 -5%
SAG
145
SageView Advisory Group
California
$227K +$110K +13,583 +96%
CWP
146
Concord Wealth Partners
Virginia
$226K +$205K +25,245 +1,090%
CSC
147
Caldwell Sutter Capital
California
$223K
WT
148
Whittier Trust
California
$220K
SF
149
Summit Financial
New Jersey
$218K +$1.29K +159 +0.6%
DSC
150
Duncker Streett & Co
Missouri
$217K -$8.01K -988 -4%