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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
Morgan Stanley
1
Morgan Stanley
New York
$55.2M +$823K +106,206 +2%
Bank of America
2
Bank of America
North Carolina
$33.7M +$806K +103,969 +3%
UBS Group
3
UBS Group
Switzerland
$33.7M -$1.72M -221,942 -5%
Wells Fargo
4
Wells Fargo
California
$30.2M +$1.54M +198,445 +6%
Raymond James Financial
5
Raymond James Financial
Florida
$27.7M +$903K +116,415 +3%
Invesco
6
Invesco
Georgia
$23.7M +$168K +21,705 +0.7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$19M +$637K +82,198 +4%
LPL Financial
8
LPL Financial
California
$15.2M -$3.72M -479,953 -20%
GC
9
Guggenheim Capital
Illinois
$13.3M +$1.59M +204,635 +14%
SIA
10
Sit Investment Associates
Minnesota
$9.59M -$22.6M -2,909,854 -71%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.12M +$1.33M +171,762 +18%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$8.76M +$693K +89,424 +9%
AAM
13
Advisors Asset Management
Colorado
$8.31M -$168K -21,674 -2%
GIP
14
Greatmark Investment Partners
Georgia
$8.11M +$102K +13,150 +1%
Cerity Partners
15
Cerity Partners
New York
$7.76M +$1.44M +185,622 +24%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.42M +$411K +53,050 +7%
Cohen & Steers
17
Cohen & Steers
New York
$6.3M
PCM
18
Penserra Capital Management
California
$5.56M +$159K +20,503 +3%
Ameriprise
19
Ameriprise
Minnesota
$4.9M +$802K +103,503 +20%
Stifel Financial
20
Stifel Financial
Missouri
$4.8M -$243K -31,309 -5%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.58M +$230K +29,672 +5%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$4.58M -$1.29M -166,874 -23%
MC
23
Moors & Cabot
Massachusetts
$4.53M +$262K +33,765 +6%
SWP
24
Stratos Wealth Partners
Ohio
$4.1M +$64.8K +8,364 +2%
Truist Financial
25
Truist Financial
North Carolina
$4M +$1.35M +174,359 +54%

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.