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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
GJIA
176
Glass Jacobson Investment Advisors
Maryland
$182K +$325 +40 +0.2%
SCM
177
Sage Capital Management
New Jersey
$182K
TWP
178
Tyche Wealth Partners
Texas
$180K +$820 +101 +0.5%
FFA
179
Farther Finance Advisors
California
$176K -$70.4K -8,671 -29%
WW
180
Waterfront Wealth
Kansas
$168K +$89 +11 +0.1%
JCM
181
Jacobi Capital Management
Pennsylvania
$166K +$10.6K +1,300 +7%
TFGT
182
TS Financial Group (TSFG)
Illinois
$164K
DT
183
DV Trading
Illinois
$164K +$164K +20,218 New
PAS
184
Park Avenue Securities
New York
$163K -$31.5K -3,874 -16%
VCM
185
Vines Capital Management
Louisiana
$161K +$162K +19,913 New
WA
186
WealthTrust Axiom
Pennsylvania
$161K
STA
187
Summit Trail Advisors
New York
$157K +$4.95K +610 +3%
MW
188
Mueller Wealth
Wisconsin
$156K +$156K +19,187 New
JLBC
189
J.L. Bainbridge & Co
Florida
$154K
CSIC
190
Clifford Swan Investment Counsel
California
$154K -$20.1K -2,472 -12%
RA
191
RFG Advisory
Alabama
$153K +$3.61K +445 +2%
CAM
192
Concorde Asset Management
Michigan
$150K -$11K -1,350 -7%
Bank of New York Mellon
193
Bank of New York Mellon
New York
$149K -$78K -9,610 -34%
SRC
194
Shufro Rose & Co
New York
$149K
USCWA
195
U.S. Capital Wealth Advisors
Texas
$149K
BC
196
Burney Company
Virginia
$148K -$27.8K -3,421 -16%
CA
197
Clearstead Advisors
Ohio
$145K +$4.58K +564 +3%
CW
198
CreativeOne Wealth
Kansas
$144K +$29.3K +3,607 +25%
QCM
199
Quantinno Capital Management
New York
$143K -$165K -20,298 -54%
JC
200
JB Capital
Connecticut
$142K +$28.9K +3,557 +25%