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Nuveen Multi-Asset Income Fund

84 hedge funds and large institutions have $81.7M invested in Nuveen Multi-Asset Income Fund in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

0% more funds holding

Funds holding: 8484 (0)

1.47% less ownership

Funds ownership: 21.19%19.72% (-1.5%)

12% less capital invested

Capital invested by funds: $92.4M → $81.7M (-$10.6M)

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
34
Reduced
15
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$13.2M -$2.15M -162,959 -13%
Morgan Stanley
2
Morgan Stanley
New York
$12.2M +$1.25M +94,596 +11%
UBS Group
3
UBS Group
Switzerland
$8.32M -$134K -10,150 -1%
PCM
4
Penserra Capital Management
California
$6.7M -$5.9M -446,691 -45%
LPL Financial
5
LPL Financial
California
$5.26M +$407K +30,794 +8%
HBCM
6
Heron Bay Capital Management
Michigan
$3.57M -$159 -12 -0%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.98M +$596K +45,075 +23%
AAM
8
Advisors Asset Management
Colorado
$2.91M +$2.26M +170,951 +267%
Stifel Financial
9
Stifel Financial
Missouri
$2.69M +$210K +15,927 +8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.72M +$549K +41,566 +43%
DADC
11
D.A. Davidson & Co
Montana
$1.63M +$9.65K +730 +0.6%
First Trust Advisors
12
First Trust Advisors
Illinois
$1.4M +$75.4K +5,708 +5%
Bank of America
13
Bank of America
North Carolina
$1.08M +$230K +17,407 +25%
Raymond James Financial
14
Raymond James Financial
Florida
$1.04M +$56.3K +4,263 +5%
Osaic Holdings
15
Osaic Holdings
Arizona
$990K +$188K +14,246 +22%
CEFA
16
Closed-End Fund Advisors
Virginia
$779K +$79.8K +6,038 +11%
Millennium Management
17
Millennium Management
New York
$729K +$494K +37,400 +175%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$729K -$70.7K -5,349 -8%
Calamos Advisors
19
Calamos Advisors
Illinois
$718K +$91.1K +6,895 +14%
EPW
20
Evolve Private Wealth
California
$706K -$8.18K -619 -1%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$672K +$4.28K +324 +0.6%
JP Morgan Chase
22
JP Morgan Chase
New York
$626K +$35.1K +2,655 +5%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$625K +$290K +21,960 +77%
PFO
24
PMG Family Office
Texas
$575K +$22.5K +1,705 +4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$551K +$587K +44,447 New

NMAI Hedge Fund Activity: Q1 2026 in Review

84 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q1 2026, worth a combined $81.7M — down 12% from $92.4M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NMAI positions and 12 closed out — a net gain of 4 holders — while 34 added to existing stakes and 15 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $2.26M. The largest seller was Penserra Capital Management, cutting an estimated $5.9M.

  • 84 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $81.7M of Nuveen Multi-Asset Income Fund stock for Q1 2026, down 12% quarter-over-quarter.
  • 16 funds opened new Nuveen Multi-Asset Income Fund positions in Q1 2026 and 12 closed out, a net change of +4 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q1 2026 was Advisors Asset Management, an estimated $2.26M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q1 2026 was Penserra Capital Management, an estimated $5.9M sold.

Based on aggregated 13F filings for Q1 2026.