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Nuveen Multi-Asset Income Fund

84 hedge funds and large institutions have $92.4M invested in Nuveen Multi-Asset Income Fund in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

15% more funds holding

Funds holding: 7384 (+11)

0.87% less ownership

Funds ownership: 22.06%21.19% (-0.87%)

3% less capital invested

Capital invested by funds: $95.7M → $92.4M (-$3.35M)

Holders
84
Holders Change
+11
Holders Change %
+15.07%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
26
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$642K +$54.1K +4,152 +9%
PFO
27
PMG Family Office
Texas
$577K -$26.8K -2,054 -4%
NAS
28
NWF Advisory Services
California
$526K +$9.78K +750 +2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$523K -$39.8K -3,054 -7%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$493K -$4.26K -327 -0.9%
PAG
31
Private Advisor Group
New Jersey
$424K -$18.1K -1,391 -4%
GIA
32
Gladstone Institutional Advisory
Florida
$391K
NA
33
NewEdge Advisors
Louisiana
$383K -$10.7K -819 -3%
SWM
34
SFG Wealth Management
Maryland
$380K
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$371K +$371K +28,481 New
SWM
36
Silverlake Wealth Management
Vermont
$358K
MWM
37
Melfa Wealth Management
Massachusetts
$356K
HighTower Advisors
38
HighTower Advisors
Illinois
$337K
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$310K -$14.1K -1,083 -4%
FAG
40
Fortitude Advisory Group
Washington
$295K +$29K +2,223 +11%
Millennium Management
41
Millennium Management
New York
$279K -$39.1K -3,000 -12%
IAIM
42
International Assets Investment Management
Florida
$267K +$127K +9,775 +91%
IWC
43
Integrated Wealth Concepts
Massachusetts
$237K -$52.7K -4,043 -18%
ASN
44
Advisory Services Network
Georgia
$235K +$218K +16,741 +1,335%
MML Investors Services
45
MML Investors Services
Massachusetts
$224K
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$211K
Invesco
47
Invesco
Georgia
$188K +$13.2K +1,013 +8%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$184K +$2.99K +229 +2%
XT
49
XTX Topco
Cayman Islands
$175K +$175K +13,415 New
AWM
50
Avior Wealth Management
Nebraska
$173K +$6.35K +487 +4%

NMAI Hedge Fund Activity: Q4 2025 in Review

84 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q4 2025, worth a combined $92.4M — down 3.5% from $95.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NMAI positions and 7 closed out — a net gain of 11 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was Stifel Financial, adding an estimated $1.75M. The largest seller was Saba Capital Management, cutting an estimated $8.59M.

  • 84 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q4 2025, up from 73 in Q3 2025.
  • Funds reported $92.4M of Nuveen Multi-Asset Income Fund stock for Q4 2025, down 3.5% quarter-over-quarter.
  • 18 funds opened new Nuveen Multi-Asset Income Fund positions in Q4 2025 and 7 closed out, a net change of +11 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q4 2025 was Stifel Financial, an estimated $1.75M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q4 2025 was Saba Capital Management, an estimated $8.59M sold.

Based on aggregated 13F filings for Q4 2025.