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Nuveen Preferred & Income Opportunities Fund

305 hedge funds and large institutions have $537M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 117 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
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
PM
151
Penbrook Management
New York
$211K
GCP
152
Gill Capital Partners
Colorado
$210K
FAG
153
Fortitude Advisory Group
Washington
$210K
SPC
154
Sigma Planning Corp
Michigan
$208K
Pathstone Holdings
155
Pathstone Holdings
New Jersey
$205K
KeyBank National Association
156
KeyBank National Association
Ohio
$204K
WWM
157
Wagner Wealth Management
South Carolina
$201K
CCG
158
Catalina Capital Group
California
$200K
PAS
159
Park Avenue Securities
New York
$196K
IPWA
160
International Private Wealth Advisors
California
$194K
BFG
161
Berger Financial Group
Minnesota
$194K
VBCG
162
Valley Brook Capital Group
Pennsylvania
$189K
AWM
163
Apollon Wealth Management
South Carolina
$185K
SCM
164
Sage Capital Management
New Jersey
$185K
GJIA
165
Glass Jacobson Investment Advisors
Maryland
$184K
PI
166
PFG Investments
New York
$182K
Fisher Asset Management
167
Fisher Asset Management
Washington
$181K
TWP
168
Tyche Wealth Partners
Texas
$181K
MFG
169
Merit Financial Group
Georgia
$180K
BC
170
Burney Company
Virginia
$178K
RIA
171
Realta Investment Advisors
Delaware
$177K
WB
172
WesBanco Bank
West Virginia
$176K
CSIC
173
Clifford Swan Investment Counsel
California
$176K
FFA
174
Founders Financial Alliance
North Carolina
$170K
KCPT
175
Kingstone Capital Partners Texas
Texas
$167K