JPC icon

Nuveen Preferred & Income Opportunities Fund

324 hedge funds and large institutions have $529M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 99 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$2.8M
2 +$1.93M
3 +$1.65M
4
Bank of America
Bank of America
North Carolina
+$1.14M
5
Invesco
Invesco
Georgia
+$1.06M

Top Sellers

1 -$13.1M
2 -$5.18M
3 -$4.34M
4
Morgan Stanley
Morgan Stanley
New York
-$4.28M
5
TCM
Thoma Capital Management
Maryland
-$2.27M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
151
Concord Wealth Partners
Virginia
$225K
SCA
152
Snowden Capital Advisors
New York
$224K
CSC
153
Caldwell Sutter Capital
California
$220K
SFG
154
SageGuard Financial Group
Tennessee
$217K
SF
155
Summit Financial
New Jersey
$215K
KCPT
156
Kingstone Capital Partners Texas
Texas
$211K
WT
157
Whittier Trust
California
$211K
IA
158
IFG Advisory
Georgia
$208K
SPC
159
Sigma Planning Corp
Michigan
$206K
KeyBank National Association
160
KeyBank National Association
Ohio
$202K
AF
161
Allworth Financial
California
$202K
CEFA
162
Closed-End Fund Advisors
Virginia
$201K
CCG
163
Catalina Capital Group
California
$199K
DSC
164
Duncker Streett & Co
Missouri
$198K
HIP
165
HUB Investment Partners
Texas
$198K
IPWA
166
International Private Wealth Advisors
California
$198K
BFG
167
Berger Financial Group
Minnesota
$196K
CL
168
Choreo LLC
Illinois
$194K
WWMSC
169
Wagner Wealth Management (South Carolina)
South Carolina
$190K
FFA
170
Founders Financial Alliance
North Carolina
$187K
VBCG
171
Valley Brook Capital Group
Pennsylvania
$186K
PI
172
PFG Investments
New York
$186K
AWM
173
Apollon Wealth Management
South Carolina
$186K
GCP
174
Gill Capital Partners
Colorado
$184K
GJIA
175
Glass Jacobson Investment Advisors
Maryland
$182K