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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
Corient Private Wealth
201
Corient Private Wealth
Florida
$136K
HKAM
202
Horizon Kinetics Asset Management
New York
$135K -$95.9K -11,824 -42%
BAM
203
Belpointe Asset Management
Nevada
$131K +$8.3K +1,024 +7%
ACM
204
Advance Capital Management
Michigan
$131K
RFM
205
Royal Fund Management
Florida
$130K +$90.7K +11,187 New
BFG
206
Beacon Financial Group
Texas
$128K +$2.75K +339 +2%
SIG
207
Stonegate Investment Group
Alabama
$127K
A
208
Argentarii
Ohio
$124K
AAP
209
Arax Advisory Partners
Colorado
$121K -$7.06K -871 -6%
RWA
210
River Wealth Advisors
Pennsylvania
$120K +$119K +14,688 New
PRTG
211
Post Resch Tallon Group
New York
$119K
RWM
212
Ritholtz Wealth Management
New York
$119K +$118K +14,550 New
TWM
213
TCFG Wealth Management
California
$119K
MCM
214
MAI Capital Management
Ohio
$116K +$9.94K +1,226 +9%
PCM
215
Parsons Capital Management
Rhode Island
$116K +$4.04K +498 +4%
CW
216
CreativeOne Wealth
Kansas
$116K -$3.55K -438 -3%
WA
217
Waverly Advisors
Alabama
$115K +$20.3K +2,499 +22%
JC
218
JB Capital
Connecticut
$115K +$114K +14,011 New
IC
219
IEQ Capital
California
$114K
V
220
VeraBank
Texas
$112K
BFA
221
Beacon Financial Advisory
Ohio
$112K +$2.58K +318 +2%
PWM
222
Perigon Wealth Management
California
$109K
GKWIM
223
Gerber Kawasaki Wealth & Investment Management
California
$109K +$900 +111 +0.8%
JWWM
224
Johnson & White Wealth Management
Pennsylvania
$108K
EWA
225
Etesian Wealth Advisors
Oregon
$107K