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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
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$284K
ECA
127
Elevate Capital Advisors
Colorado
$284K
DWP
128
Daymark Wealth Partners
Ohio
$282K
Baird Financial Group
129
Baird Financial Group
Wisconsin
$275K
IWM
130
IHT Wealth Management
Illinois
$275K
OC
131
Oppenheimer & Co
New York
$272K
CL
132
Choreo LLC
Illinois
$264K
UFA
133
Uptown Financial Advisors
Texas
$259K
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$258K
PTC
135
Private Trust Company
Ohio
$255K
SOS
136
Silver Oak Securities
Tennessee
$254K
PWA
137
Prairie Wealth Advisors
Nebraska
$249K
FFA
138
Farther Finance Advisors
California
$249K
MYIA
139
Mount Yale Investment Advisors
Colorado
$245K
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$245K
AO
141
Advisor OS
Illinois
$243K
PWA
142
Physician Wealth Advisors
Utah
$241K
Bank of New York Mellon
143
Bank of New York Mellon
New York
$230K
SAG
144
SageView Advisory Group
California
$227K
CWP
145
Concord Wealth Partners
Virginia
$226K
CSC
146
Caldwell Sutter Capital
California
$223K
WT
147
Whittier Trust
California
$220K
SF
148
Summit Financial
New Jersey
$218K
DSC
149
Duncker Streett & Co
Missouri
$217K
Creative Planning
150
Creative Planning
Kansas
$216K