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Nuveen Preferred & Income Opportunities Fund

325 hedge funds and large institutions have $518M invested in Nuveen Preferred & Income Opportunities Fund in 2026 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 111 increasing their positions, 83 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

34% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 83

6% more capital invested

Capital invested by funds: $490M → $518M (+$28M)

1% more funds holding

Funds holding: 321325 (+4)

0.26% more ownership

Funds ownership: 20.31%20.57% (+0.26%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
325
Holders Change
+4
Holders Change %
+1.25%
% of All Funds
3.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
111
Reduced
83
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.6M +$1.68M +213,041 +4%
Bank of America
2
Bank of America
North Carolina
$39.7M +$2.06M +261,614 +5%
Wells Fargo
3
Wells Fargo
California
$37M +$325K +41,331 +0.9%
UBS Group
4
UBS Group
Switzerland
$34.4M -$293K -37,322 -0.8%
Raymond James Financial
5
Raymond James Financial
Florida
$32.7M +$589K +74,844 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$23M +$258K +32,784 +1%
Invesco
7
Invesco
Georgia
$21.3M +$1.02M +129,503 +5%
LPL Financial
8
LPL Financial
California
$19M +$1.04M +131,640 +6%
GC
9
Guggenheim Capital
Illinois
$13.3M -$1.69M -214,837 -11%
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$12.2M +$125K +15,868 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$10.8M +$1.19M +151,877 +13%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$9.63M +$6.17K +784 +0.1%
Cerity Partners
13
Cerity Partners
New York
$9.6M +$186K +23,691 +2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$8.73M +$2.3K +292 +0%
GIP
15
Greatmark Investment Partners
Georgia
$7.67M -$93.6K -11,898 -1%
MOS
16
MGO One Seven
Ohio
$7.54M -$209K -26,582 -3%
Truist Financial
17
Truist Financial
North Carolina
$7.06M +$56.6K +7,194 +0.8%
SAM
18
Smith Asset Management
Florida
$7.02M -$162K -20,542 -2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$6.57M +$235K +29,858 +4%
Ameriprise
20
Ameriprise
Minnesota
$6.5M +$236K +30,024 +4%
Cohen & Steers
21
Cohen & Steers
New York
$6.19M
KAS
22
Kestra Advisory Services
Texas
$5.98M +$117K +14,941 +2%
FC
23
FCA Corp
Texas
$4.37M +$217K +27,583 +5%
MC
24
Moors & Cabot
Massachusetts
$4.29M +$45.4K +5,773 +1%
Stifel Financial
25
Stifel Financial
Missouri
$3.78M +$331K +42,061 +10%

JPC Hedge Fund Activity: Q2 2026 in Review

325 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred & Income Opportunities Fund (JPC) for Q2 2026, worth a combined $518M — up 5.7% from $490M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new JPC positions and 28 closed out — a net gain of 11 holders — while 111 added to existing stakes and 83 trimmed.

The largest buyer was Bank of America, adding an estimated $2.06M. The largest seller was Advisors Asset Management, cutting an estimated $1.74M.

  • 325 institutional investors held Nuveen Preferred & Income Opportunities Fund (JPC) as of Q2 2026, up from 321 in Q1 2026.
  • Funds reported $518M of Nuveen Preferred & Income Opportunities Fund stock for Q2 2026, up 5.7% quarter-over-quarter.
  • 39 funds opened new Nuveen Preferred & Income Opportunities Fund positions in Q2 2026 and 28 closed out, a net change of +11 holders.
  • The largest Nuveen Preferred & Income Opportunities Fund buyer in Q2 2026 was Bank of America, an estimated $2.06M added.
  • The largest Nuveen Preferred & Income Opportunities Fund seller in Q2 2026 was Advisors Asset Management, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2026.