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Nuveen Preferred & Income Opportunities Fund

327 hedge funds and large institutions have $530M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

4% more funds holding

Funds holding: 313327 (+14)

5% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 95

0.72% less ownership

Funds ownership: 21.15%20.42% (-0.72%)

2% less capital invested

Capital invested by funds: $541M → $530M (-$11.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
327
Holders Change
+14
Holders Change %
+4.47%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
39
Increased
100
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
126
D.A. Davidson & Co
Montana
$298K -$80.9K -9,963 -21%
ECA
127
Elevate Capital Advisors
Colorado
$286K +$5.92K +729 +2%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$284K +$28.4K +3,494 +11%
Corient Private Wealth
129
Corient Private Wealth
Florida
$281K +$147K +18,113 +110%
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$999 -123 -0.4%
DWP
131
Daymark Wealth Partners
Ohio
$279K
KA
132
Kovack Advisors
Florida
$277K +$181K +22,274 +188%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$275K +$113K +13,924 +70%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$271K -$1.62K -200 -0.6%
FAOAI
135
Fund Advisors of America Inc
Florida
$266K +$267K +32,854 New
MYIA
136
Mount Yale Investment Advisors
Colorado
$262K +$21.3K +2,618 +9%
IWM
137
IHT Wealth Management
Illinois
$261K -$11.4K -1,407 -4%
PWA
138
Prairie Wealth Advisors
Nebraska
$259K -$245K -30,171 Closed
VAS
139
Vestmark Advisory Solutions
Massachusetts
$258K +$258K +31,755 New
UFA
140
Uptown Financial Advisors
Texas
$256K
KWA
141
Kingswood Wealth Advisors
California
$255K -$40.7K -5,008 -14%
MFG
142
Merit Financial Group
Georgia
$253K +$74.6K +9,180 +42%
PTC
143
Private Trust Company
Ohio
$253K
FAG
144
Fortitude Advisory Group
Washington
$249K +$41.9K +5,158 +20%
AOWM
145
Asset One Wealth Management
Washington
$244K +$242K +29,850 New
OC
146
Oppenheimer & Co
New York
$242K -$27.1K -3,336 -10%
Creative Planning
147
Creative Planning
Kansas
$240K +$26.6K +3,279 +12%
AO
148
Advisor OS
Illinois
$239K -$1.08K -133 -0.4%
PWA
149
Physician Wealth Advisors
Utah
$238K
EH
150
Equitable Holdings
New York
$236K +$26.9K +3,313 +13%