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Nuveen Multi-Asset Income Fund

73 hedge funds and large institutions have $95.7M invested in Nuveen Multi-Asset Income Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

9% more funds holding

Funds holding: 6773 (+6)

2% less capital invested

Capital invested by funds: $97.4M → $95.7M (-$1.69M)

1.01% less ownership

Funds ownership: 23.07%22.06% (-1%)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
29
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$495K +$75.2K +5,927 +18%
PAG
27
Private Advisor Group
New Jersey
$440K -$17.2K -1,358 -4%
Walleye Capital
28
Walleye Capital
New York
$416K +$77.4K +6,101 +24%
Calamos Advisors
29
Calamos Advisors
Illinois
$409K +$399K +31,479 New
NA
30
NewEdge Advisors
Louisiana
$392K +$5.52K +435 +1%
GIA
31
Gladstone Institutional Advisory
Florida
$389K
SWM
32
SFG Wealth Management
Maryland
$378K +$370K +29,150 New
SWM
33
Silverlake Wealth Management
Vermont
$357K
MWM
34
Melfa Wealth Management
Massachusetts
$354K +$346K +27,305 New
HighTower Advisors
35
HighTower Advisors
Illinois
$335K +$328K +25,828 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$323K +$31.4K +2,478 +11%
Millennium Management
37
Millennium Management
New York
$317K +$38K +3,000 +14%
HF
38
HRT Financial
New York
$308K +$301K +23,752 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$288K +$38.8K +3,061 +16%
HIP
40
HUB Investment Partners
Texas
$283K +$276K +21,767 New
FAG
41
Fortitude Advisory Group
Washington
$265K
MML Investors Services
42
MML Investors Services
Massachusetts
$223K
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$210K
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$180K +$3.91K +308 +2%
Invesco
45
Invesco
Georgia
$174K +$170K +13,423 New
MFG
46
Merit Financial Group
Georgia
$173K +$3.27K +258 +2%
DACS
47
Dymon Asia Capital (Singapore)
Singapore
$169K
AWM
48
Avior Wealth Management
Nebraska
$166K +$13.9K +1,093 +9%
IAIM
49
International Assets Investment Management
Florida
$136K +$51 +4 +0%
AO
50
Advisor OS
Illinois
$135K

NMAI Hedge Fund Activity: Q3 2025 in Review

73 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q3 2025, worth a combined $95.7M — down 1.7% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NMAI positions and 7 closed out — a net gain of 7 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $6.03M. The largest seller was Saba Capital Management, cutting an estimated $13.2M.

  • 73 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q3 2025, up from 67 in Q2 2025.
  • Funds reported $95.7M of Nuveen Multi-Asset Income Fund stock for Q3 2025, down 1.7% quarter-over-quarter.
  • 14 funds opened new Nuveen Multi-Asset Income Fund positions in Q3 2025 and 7 closed out, a net change of +7 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q3 2025 was Pathstone Holdings, an estimated $6.03M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q3 2025 was Saba Capital Management, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2025.