We are live on ! Find out more
NMAI icon

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
WA
51
Waverly Advisors
Alabama
$133K +$142K +10,723 New
AO
52
Advisor OS
Illinois
$129K
MCM
53
MAI Capital Management
Ohio
$64.2K +$33.5K +2,537 +96%
OPTFSNA
54
Old Point Trust & Financial Services N A
Virginia
$50.8K
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$40.7K +$43.4K +3,286 New
AUB
56
Atlantic Union Bankshares
Virginia
$37.8K
SPIA
57
Steward Partners Investment Advisory
New York
$33.3K +$2.23K +169 +7%
CCWM
58
Cassaday & Co Wealth Management
Virginia
$31.1K +$33.1K +2,504 New
SIS
59
Sound Income Strategies
Florida
$24K
NEWAS
60
N.E.W. Advisory Services
Wisconsin
$20.3K +$12K +910 +125%
FFA
61
Farther Finance Advisors
California
$17.7K +$5.44K +412 +41%
KFAS
62
Keating Financial Advisory Services
Kansas
$16.1K
AIM
63
Axiom Investment Management
New York
$15.1K +$16.1K +1,218 New
Wells Fargo
64
Wells Fargo
California
$13.5K -$29K -2,191 -67%
AF
65
Allworth Financial
California
$13K +$106 +8 +0.8%
FIA
66
FNY Investment Advisers
New York
$12K +$13.2K +1,000 New
TJHA
67
Thomas J. Herzfeld Advisors
Florida
$11.1K -$2.62K -198 -18%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$9.92K +$8.4K +636 +388%
GSEP
69
Golden State Equity Partners
California
$7.04K +$7.51K +568 New
PWPS
70
Pinnacle Wealth Planning Services
Ohio
$6.63K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$6.2K +$6.61K +500 New
CA
72
CoreCap Advisors
Michigan
$5.64K
DAM
73
Delta Asset Management
Tennessee
$4.96K
GWM
74
Geneos Wealth Management
Colorado
$4.72K
MWPCG
75
Measured Wealth Private Client Group
New Hampshire
$4.51K

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.