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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
SAG
201
SageView Advisory Group
California
$142K -$82.8K -10,191 -37%
ZIM
202
Zacks Investment Management
Illinois
$142K -$7.49K -922 -5%
HA
203
Huntleigh Advisors
Missouri
$136K
AFP
204
Ausdal Financial Partners
Iowa
$135K +$179 +22 +0.1%
EWA
205
EverSource Wealth Advisors
Alabama
$135K
HKAM
206
Horizon Kinetics Asset Management
New York
$133K
BFG
207
Beacon Financial Group
Texas
$131K +$3.66K +451 +3%
ACI
208
Alpha Cubed Investments
California
$131K -$5.42K -667 -4%
ACM
209
Advance Capital Management
Michigan
$129K
RIA
210
Realta Investment Advisors
Delaware
$127K -$48K -5,916 -27%
TSS
211
Two Sigma Securities
New York
$125K +$125K +15,362 New
PWM
212
Perigon Wealth Management
California
$124K +$16.2K +2,000 +15%
A
213
Argentarii
Ohio
$122K
SWM
214
Segment Wealth Management
Texas
$122K +$122K +15,006 New
BAM
215
Belpointe Asset Management
Nevada
$121K -$8.83K -1,087 -7%
AAP
216
Arax Advisory Partners
Colorado
$119K
RWA
217
River Wealth Advisors
Pennsylvania
$119K
PRTG
218
Post Resch Tallon Group
New York
$118K
PCM
219
Parsons Capital Management
Rhode Island
$115K
US Bancorp
220
US Bancorp
Minnesota
$114K +$65.3K +8,044 +135%
WA
221
Waverly Advisors
Alabama
$114K
EWA
222
Etesian Wealth Advisors
Oregon
$114K +$8.12K +1,000 +8%
IC
223
IEQ Capital
California
$112K
RFM
224
Royal Fund Management
Florida
$112K +$21.4K +2,636 +24%
BFA
225
Beacon Financial Advisory
Ohio
$111K +$569 +70 +0.5%