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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
SIG
176
Stonegate Investment Group
Alabama
$124K -$3.88K -500 -3%
BFG
177
Beacon Financial Group
Texas
$123K +$2.63K +339 +2%
A
178
Argentarii
Ohio
$121K -$651 -84 -0.6%
BAM
179
Belpointe Asset Management
Nevada
$120K -$12.3K -1,582 -10%
KA
180
Kovack Advisors
Florida
$119K +$23.3K +3,000 +25%
USCWA
181
U.S. Capital Wealth Advisors
Texas
$117K – – –
CW
182
CreativeOne Wealth
Kansas
$117K -$2.47K -319 -2%
Fisher Asset Management
183
Fisher Asset Management
Washington
$117K +$5.69K +734 +5%
PRTG
184
Post Resch Tallon Group
New York
$117K – – –
TWM
185
TCFG Wealth Management
California
$116K – – –
GCP
186
Gill Capital Partners
Colorado
$116K -$1.98K -255 -2%
SAG
187
SageView Advisory Group
California
$114K – – –
BCMLT
188
Beacon Capital Management LLC (Tennessee)
Tennessee
$114K – – –
BCM
189
Brookstone Capital Management
Illinois
$112K +$108K +13,992 New
IC
190
IEQ Capital
California
$111K -$7.66K -988 -7%
PCM
191
Parsons Capital Management
Rhode Island
$110K – – –
V
192
VeraBank
Texas
$110K – – –
VBCG
193
Valley Brook Capital Group
Pennsylvania
$108K – – –
TWM
194
Tradition Wealth Management
Minnesota
$107K – – –
PWM
195
Perigon Wealth Management
California
$107K +$7.83K +1,010 +8%
BFA
196
Beacon Financial Advisory
Ohio
$107K +$403 +52 +0.4%
FFA
197
Founders Financial Alliance
North Carolina
$106K – – –
GKWIM
198
Gerber Kawasaki Wealth & Investment Management
California
$106K +$853 +110 +0.8%
JWWM
199
Johnson & White Wealth Management
Pennsylvania
$105K +$102K +13,127 New
1WA
200
180 Wealth Advisors
Washington
$105K – – –
6 7
8
9 10

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.