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Nuveen Multi-Asset Income Fund

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: 6664 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
51
Sound Income Strategies
Florida
$22.9K
JP Morgan Chase
52
JP Morgan Chase
New York
$16.2K
CA
53
CoreCap Advisors
Michigan
$13.2K
GWM
54
Geneos Wealth Management
Colorado
$9.16K +$2.31K +188 +33%
NEWAS
55
N.E.W. Advisory Services
Wisconsin
$8.75K +$8.96K +728 New
SPIA
56
Steward Partners Investment Advisory
New York
$7.92K
OP
57
ORG Partners
Indiana
$6.85K
AF
58
Allworth Financial
California
$5.79K +$185 +15 +3%
DAM
59
Delta Asset Management
Tennessee
$5.63K
GJIA
60
Glass Jacobson Investment Advisors
Maryland
$5.36K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$4K
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$2.34K
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$1.42K
Citigroup
64
Citigroup
New York
$24
SIA
65
Sit Investment Associates
Minnesota
-$4.88M -405,546 Closed
SA
66
Sanctuary Advisors
Indiana
-$663K -53,603 Closed
FM
67
Family Management
New York
-$526K -43,662 Closed
AAM
68
Advisors Asset Management
Colorado
-$342K -28,385 Closed
GT
69
Greenleaf Trust
Michigan
-$298K -24,772 Closed
LCM
70
Landscape Capital Management
New Jersey
-$151K -12,528 Closed
BSTWA
71
Blake Schutter Theil Wealth Advisors
Ohio
-$147K -12,214 Closed
VHAM
72
Van Hulzen Asset Management
California
-$18.7K -1,552 Closed
SS
73
Sunbelt Securities
Texas
-$4.17K -345 Closed
PMFA
74
Plante Moran Financial Advisors
Michigan
-$2.47K -205 Closed
WA
75
WPG Advisers
Maryland
-$2.3K -191 Closed

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.