We are live on ! Find out more
JPC icon

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
CSIC
176
Clifford Swan Investment Counsel
California
$176K
FFA
177
Founders Financial Alliance
North Carolina
$170K +$60.9K +7,508 +57%
KCPT
178
Kingstone Capital Partners Texas
Texas
$167K +$4.82K +594 +3%
WW
179
Waterfront Wealth
Kansas
$167K +$7.07K +872 +4%
HIP
180
HUB Investment Partners
Texas
$167K -$133K -16,456 -45%
TFGT
181
TS Financial Group (TSFG)
Illinois
$166K
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$163K +$162K +19,926 New
WA
183
WealthTrust Axiom
Pennsylvania
$163K
CAM
184
Concorde Asset Management
Michigan
$163K +$161K +19,832 New
JCM
185
Jacobi Capital Management
Pennsylvania
$157K +$20.1K +2,475 +15%
JLBC
186
J.L. Bainbridge & Co
Florida
$156K
STA
187
Summit Trail Advisors
New York
$155K +$3.7K +456 +2%
ZIM
188
Zacks Investment Management
Illinois
$151K +$150K +18,443 New
RA
189
RFG Advisory
Alabama
$151K +$149K +18,422 New
USCWA
190
U.S. Capital Wealth Advisors
Texas
$150K +$30.4K +3,750 +26%
WIA
191
World Investment Advisors
California
$150K +$149K +18,326 New
AG
192
AmeriFlex Group
Nevada
$148K +$73.1K +9,016 +100%
SRC
193
Shufro Rose & Co
New York
$146K
CA
194
Clearstead Advisors
Ohio
$142K +$3.42K +421 +2%
ACI
195
Alpha Cubed Investments
California
$138K +$7.11K +877 +6%
HA
196
Huntleigh Advisors
Missouri
$137K +$136K +16,720 New
AFP
197
Ausdal Financial Partners
Iowa
$137K -$22.5K -2,776 -14%
EWA
198
EverSource Wealth Advisors
Alabama
$136K
SCA
199
Snowden Capital Advisors
New York
$136K -$54.5K -6,722 -29%
MA
200
MKT Advisors
California
$136K +$8.09K +998 +6%