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