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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
Creative Planning
151
Creative Planning
Kansas
$216K +$112K +13,803 +111%
EH
152
Equitable Holdings
New York
$211K +$209K +25,746 New
PM
153
Penbrook Management
New York
$211K -$209K -25,710 -50%
GCP
154
Gill Capital Partners
Colorado
$210K +$90.3K +11,130 +77%
FAG
155
Fortitude Advisory Group
Washington
$210K
SPC
156
Sigma Planning Corp
Michigan
$208K +$206K +25,413 New
Pathstone Holdings
157
Pathstone Holdings
New Jersey
$205K
KeyBank National Association
158
KeyBank National Association
Ohio
$204K
WWMSC
159
Wagner Wealth Management (South Carolina)
South Carolina
$201K +$199K +24,568 New
CCG
160
Catalina Capital Group
California
$200K
PAS
161
Park Avenue Securities
New York
$196K -$7.85K -968 -4%
IPWA
162
International Private Wealth Advisors
California
$194K +$4.39K +541 +2%
BFG
163
Berger Financial Group
Minnesota
$194K -$616 -76 -0.3%
VBCG
164
Valley Brook Capital Group
Pennsylvania
$189K +$77.1K +9,507 +70%
AWM
165
Apollon Wealth Management
South Carolina
$185K +$2.67K +329 +1%
SCM
166
Sage Capital Management
New Jersey
$185K +$16.2K +2,000 +10%
GJIA
167
Glass Jacobson Investment Advisors
Maryland
$184K
PI
168
PFG Investments
New York
$182K +$50.6K +6,244 +39%
Fisher Asset Management
169
Fisher Asset Management
Washington
$181K +$61.3K +7,555 +52%
TWP
170
Tyche Wealth Partners
Texas
$181K +$51.5K +6,349 +40%
MFG
171
Merit Financial Group
Georgia
$180K -$30.4K -3,748 -15%
BC
172
Burney Company
Virginia
$178K
RIA
173
Realta Investment Advisors
Delaware
$177K +$3K +370 +2%
AF
174
Allworth Financial
California
$177K +$31.7K +3,903 +22%
WB
175
WesBanco Bank
West Virginia
$176K