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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
AWS
151
Atria Wealth Solutions
New York
$170K -$490K -63,159 -75%
SCM
152
Sage Capital Management
New Jersey
$164K -$31K -4,000 -16%
DADC
153
D.A. Davidson & Co
Montana
$164K +$12.7K +1,634 +9%
TFGT
154
TS Financial Group (TSFG)
Illinois
$162K – – –
WA
155
WealthTrust Axiom
Pennsylvania
$159K – – –
KCPT
156
Kingstone Capital Partners Texas
Texas
$159K +$9.46K +1,220 +7%
WW
157
Waterfront Wealth
Kansas
$159K +$85 +11 +0.1%
PA
158
PSI Advisors
Florida
$158K +$1.88K +242 +1%
AFP
159
Ausdal Financial Partners
Iowa
$156K +$132 +17 +0.1%
JLBC
160
J.L. Bainbridge & Co
Florida
$152K – – –
STA
161
Summit Trail Advisors
New York
$148K +$3.55K +458 +3%
SRC
162
Shufro Rose & Co
New York
$146K – – –
AF
163
Allworth Financial
California
$142K +$70.5K +9,096 +106%
Baird Financial Group
164
Baird Financial Group
Wisconsin
$139K +$5.82K +750 +5%
CA
165
Clearstead Advisors
Ohio
$136K +$4.05K +522 +3%
JCM
166
Jacobi Capital Management
Pennsylvania
$134K +$48.8K +6,300 +61%
EWA
167
EverSource Wealth Advisors
Alabama
$133K – – –
Corient Private Wealth
168
Corient Private Wealth
Florida
$133K -$32.6K -4,205 -20%
PI
169
PFG Investments
New York
$128K +$23.5K +3,030 +23%
ACM
170
Advance Capital Management
Michigan
$128K +$123K +15,926 New
ACI
171
Alpha Cubed Investments
California
$128K – – –
TWP
172
Tyche Wealth Partners
Texas
$126K – – –
MA
173
MKT Advisors
California
$126K -$3.88K -501 -3%
ECA
174
Elevate Capital Advisors
Colorado
$126K +$3.03K +391 +3%
AAP
175
Arax Advisory Partners
Colorado
$125K +$121K +15,593 New
5 6
7
8 9

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.