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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
Morgan Stanley
1
Morgan Stanley
New York
$61.1M +$4.53M +558,323 +8%
Wells Fargo
2
Wells Fargo
California
$36.9M +$5.95M +734,134 +20%
Bank of America
3
Bank of America
North Carolina
$35.9M +$1.47M +180,630 +4%
UBS Group
4
UBS Group
Switzerland
$34.3M -$112K -13,812 -0.3%
Raymond James Financial
5
Raymond James Financial
Florida
$28.5M +$187K +23,075 +0.7%
Invesco
6
Invesco
Georgia
$24.8M +$561K +69,226 +2%
LPL Financial
7
LPL Financial
California
$18.3M +$2.73M +336,796 +18%
GC
8
Guggenheim Capital
Illinois
$15.6M +$2.02M +249,438 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$15.4M -$4M -492,672 -21%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.77M +$568K +70,015 +6%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$9.57M +$606K +74,691 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.15M +$2.56M +315,411 +39%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$9.07M +$4.34M +535,121 +94%
Truist Financial
14
Truist Financial
North Carolina
$8.43M +$4.29M +529,273 +106%
AAM
15
Advisors Asset Management
Colorado
$8.35M -$144K -17,776 -2%
GIP
16
Greatmark Investment Partners
Georgia
$8.26M -$39K -4,810 -0.5%
MOS
17
MGO One Seven
Ohio
$8.19M +$8.1M +998,699 New
Cerity Partners
18
Cerity Partners
New York
$8.19M +$247K +30,433 +3%
SAM
19
Smith Asset Management
Florida
$7.74M +$4.79M +591,082 +167%
PCM
20
Penserra Capital Management
California
$6.86M +$1.16M +143,140 +21%
Cohen & Steers
21
Cohen & Steers
New York
$6.44M
Ameriprise
22
Ameriprise
Minnesota
$6.24M +$1.21M +149,547 +24%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.09M +$1.22M +150,548 +32%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.73M +$2.18M +268,939 +87%
MC
25
Moors & Cabot
Massachusetts
$4.41M -$222K -27,400 -5%