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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
Morgan Stanley
1
Morgan Stanley
New York
$56.1M -$4.28M -526,888 -7%
Bank of America
2
Bank of America
North Carolina
$36.7M +$1.14M +140,418 +3%
Wells Fargo
3
Wells Fargo
California
$35.7M -$751K -92,485 -2%
UBS Group
4
UBS Group
Switzerland
$35M +$1.06M +130,250 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$31M +$2.8M +344,530 +10%
Invesco
6
Invesco
Georgia
$25.6M +$1.06M +130,564 +4%
LPL Financial
7
LPL Financial
California
$18.3M +$146K +17,976 +0.8%
GC
8
Guggenheim Capital
Illinois
$15.4M -$68K -8,370 -0.4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10M -$5.18M -638,253 -34%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$9.82M +$357K +43,990 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$9.65M -$137K -16,867 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.17M +$123K +15,095 +1%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$9.05M +$75.4K +9,282 +0.8%
Cerity Partners
14
Cerity Partners
New York
$8.32M +$220K +27,078 +3%
GIP
15
Greatmark Investment Partners
Georgia
$8.13M -$35K -4,313 -0.4%
MOS
16
MGO One Seven
Ohio
$7.8M -$298K -36,746 -4%
SAM
17
Smith Asset Management
Florida
$7.51M -$147K -18,110 -2%
PCM
18
Penserra Capital Management
California
$7.48M +$694K +85,390 +10%
AAM
19
Advisors Asset Management
Colorado
$6.63M -$1.63M -200,409 -20%
Truist Financial
20
Truist Financial
North Carolina
$6.39M -$1.95M -240,219 -23%
Cohen & Steers
21
Cohen & Steers
New York
$6.37M
Ameriprise
22
Ameriprise
Minnesota
$6.15M -$23.9K -2,942 -0.4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.95M +$912K +112,236 +18%
KAS
24
Kestra Advisory Services
Texas
$5.33M +$1.93M +237,977 +57%
CPIG
25
Chicago Partners Investment Group
Illinois
$4.36M +$29.5K +3,629 +0.7%