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Nuveen Preferred & Income Opportunities Fund

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: 283288 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
Etesian Wealth Advisors
Oregon
$104K -$7.75K -1,000 -7%
MCM
202
MAI Capital Management
Ohio
$104K +$3.98K +514 +4%
AFG
203
Atomi Financial Group
New York
$104K +$1.56K +201 +2%
SSW
204
Smith Shellnut Wilson
Mississippi
$103K
SIC
205
SFE Investment Counsel
California
$103K
FFA
206
Farther Finance Advisors
California
$101K +$1.12K +145 +1%
BAAM
207
Baker Avenue Asset Management
California
$100K +$96.9K +12,500 New
Creative Planning
208
Creative Planning
Kansas
$100K +$11.7K +1,507 +14%
NFC
209
Northstar Financial Companies
Pennsylvania
$100K -$181K -23,312 -65%
CT
210
Coastline Trust
Rhode Island
$97.4K
CHJWM
211
Carlton Hofferkamp & Jenks Wealth Management
Texas
$96.7K
PFA
212
Pathway Financial Advisers
Indiana
$96K +$899 +116 +1%
AGP
213
Aspire Growth Partners
Florida
$95.2K +$768 +99 +0.8%
TAM
214
Titleist Asset Management
Texas
$94.9K -$5.09K -657 -5%
PIA
215
Powell Investment Advisors
Florida
$94K
SGCA
216
Steel Grove Capital Advisors
Tennessee
$93.5K
AIS
217
Accredited Investor Services
Minnesota
$93.1K -$3.11K -401 -3%
LF
218
LifeSteps Financial
California
$92.4K
WA
219
Waverly Advisors
Alabama
$92.3K +$89.3K +11,512 New
IAA
220
Ironsides Asset Advisors
North Carolina
$91.7K +$88.6K +11,428 New
S
221
Sunpointe
Missouri
$90K +$86.8K +11,200 New
IWC
222
Integrated Wealth Concepts
Massachusetts
$89.4K -$10.7K -1,382 -11%
BPA
223
Beacon Pointe Advisors
California
$88.7K -$6.2K -800 -7%
QCM
224
Quantinno Capital Management
New York
$87.8K +$84.9K +10,952 New
CAC
225
Certified Advisory Corp
Florida
$87K +$1.57K +203 +2%

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.