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Nuveen Preferred & Income Opportunities Fund

327 hedge funds and large institutions have $530M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 100 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

4% more funds holding

Funds holding: 313327 (+14)

5% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 95

0.72% less ownership

Funds ownership: 21.15%20.42% (-0.72%)

2% less capital invested

Capital invested by funds: $541M → $530M (-$11.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
327
Holders Change
+14
Holders Change %
+4.47%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
39
Increased
100
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
151
M Holdings Securities
Oregon
$228K +$228K +28,107 New
CWP
152
Concord Wealth Partners
Virginia
$225K +$1.33K +164 +0.6%
SCA
153
Snowden Capital Advisors
New York
$224K +$90.5K +11,139 +68%
CSC
154
Caldwell Sutter Capital
California
$220K
SFG
155
SageGuard Financial Group
Tennessee
$217K +$217K +26,722 New
SF
156
Summit Financial
New Jersey
$215K -$788 -97 -0.4%
KCPT
157
Kingstone Capital Partners Texas
Texas
$211K +$45.4K +5,585 +27%
WT
158
Whittier Trust
California
$211K -$9.81K -1,208 -4%
IA
159
IFG Advisory
Georgia
$208K -$81.4K -10,024 -28%
SPC
160
Sigma Planning Corp
Michigan
$206K -$122 -15 -0.1%
KeyBank National Association
161
KeyBank National Association
Ohio
$202K
AF
162
Allworth Financial
California
$202K +$26.9K +3,307 +15%
CEFA
163
Closed-End Fund Advisors
Virginia
$201K +$201K +24,785 New
CCG
164
Catalina Capital Group
California
$199K +$1.04K +128 +0.5%
DSC
165
Duncker Streett & Co
Missouri
$198K -$16.1K -1,977 -7%
HIP
166
HUB Investment Partners
Texas
$198K +$33.7K +4,144 +20%
IPWA
167
International Private Wealth Advisors
California
$198K +$5.84K +719 +3%
BFG
168
Berger Financial Group
Minnesota
$196K +$4.42K +544 +2%
CL
169
Choreo LLC
Illinois
$194K -$67K -8,252 -26%
WWMSC
170
Wagner Wealth Management (South Carolina)
South Carolina
$190K -$8.96K -1,103 -4%
FFA
171
Founders Financial Alliance
North Carolina
$187K +$19.4K +2,392 +12%
VBCG
172
Valley Brook Capital Group
Pennsylvania
$186K
PI
173
PFG Investments
New York
$186K +$6.29K +775 +3%
AWM
174
Apollon Wealth Management
South Carolina
$186K +$3.16K +389 +2%
GCP
175
Gill Capital Partners
Colorado
$184K -$23.3K -2,874 -11%