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Nuveen Multi-Asset Income Fund
NMAI

64 hedge funds and large institutions have $96.3M invested in Nuveen Multi-Asset Income Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

1.3% less ownership

Funds ownership: 25.24% → 23.94% (-1.3%)

3% less funds holding

Funds holding: 66 → 64 (-2)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

68% less capital invested

Capital invested by funds: $297M → $96.3M (-$200M)

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$7.14M
2
PCM
Penserra Capital Management
California
+$2.07M
3
WAM
Wolverine Asset Management
Illinois
+$1.94M
4
SFS
Shaker Financial Services
Virginia
+$1.14M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$796K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$15M
2
SIA
Sit Investment Associates
Minnesota
-$4.88M
3
SA
Sanctuary Advisors
Indiana
-$663K
4
FM
Family Management
New York
-$526K
5
UBS Group
UBS Group
Switzerland
-$407K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$397K +$37K +3,009 +10%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$391K +$28K +2,278 +8%
RAM
28
Readystate Asset Management
Illinois
$368K +$179K +14,566 +91%
GIA
29
Gladstone Institutional Advisory
Florida
$361K – – –
NA
30
NewEdge Advisors
Louisiana
$332K +$32.8K +2,666 +11%
SWM
31
Silverlake Wealth Management
Vermont
$330K +$13.4K +1,090 +4%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$302K +$18.4K +1,491 +6%
Wells Fargo
33
Wells Fargo
California
$285K +$249K +20,203 +577%
AWM
34
Avior Wealth Management
Nebraska
$285K +$103K +8,391 +55%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$264K -$10.9K -887 -4%
Millennium Management
36
Millennium Management
New York
$257K – – –
IWC
37
Integrated Wealth Concepts
Massachusetts
$252K – – –
FAG
38
Fortitude Advisory Group
Washington
$232K +$24K +1,951 +11%
MML Investors Services
39
MML Investors Services
Massachusetts
$206K – – –
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$195K – – –
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$174K -$98 -8 -0.1%
AO
42
Advisor OS
Illinois
$125K – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$124K +$127K +10,352 New
LC
44
Lindbrook Capital
California
$97.5K +$99.9K +8,115 New
OPTFSNA
45
Old Point Trust & Financial Services N A
Virginia
$49.3K +$50.5K +4,100 New
EC
46
Elequin Capital
New York
$48.7K +$49.8K +4,048 New
Comerica Bank
47
Comerica Bank
Texas
$40.2K -$15.5K -1,263 -27%
FIA
48
FNY Investment Advisers
New York
$36K +$36.9K +3,000 New
MCM
49
MAI Capital Management
Ohio
$31.7K – – –
US Bancorp
50
US Bancorp
Minnesota
$30.1K – – –
1
2
3 4

NMAI Hedge Fund Activity: Q1 2025 in Review

64 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q1 2025, worth a combined $96.3M — down 68% from $297M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NMAI and 10 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 22 added.

The largest buyer was Pathstone Holdings, adding an estimated $7.14M. The largest seller was Saba Capital Management, cutting an estimated $15M.

  • 64 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q1 2025, down from 66 in Q4 2024.
  • Funds reported $96.3M of Nuveen Multi-Asset Income Fund stock for Q1 2025, down 68% quarter-over-quarter.
  • 10 funds opened new Nuveen Multi-Asset Income Fund positions in Q1 2025 and 12 closed out, a net change of -2 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q1 2025 was Pathstone Holdings, an estimated $7.14M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q1 2025 was Saba Capital Management, an estimated $15M sold.

Based on aggregated 13F filings for Q1 2025.