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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
MFG
51
Merit Financial Group
Georgia
$166K -$7.76K -595 -4%
AO
52
Advisor OS
Illinois
$135K
Jane Street
53
Jane Street
New York
$134K +$134K +10,277 New
JWCA
54
J.W. Cole Advisors
Florida
$131K +$131K +10,056 New
KAS
55
Kestra Advisory Services
Texas
$68.3K +$68.3K +5,241 New
OPTFSNA
56
Old Point Trust & Financial Services N A
Virginia
$53.5K
Comerica Bank
57
Comerica Bank
Texas
$42.9K -$1.36K -104 -3%
Wells Fargo
58
Wells Fargo
California
$42.8K +$38.7K +2,968 +942%
GAFA
59
Garton & Associates Financial Advisors
Kentucky
$41.6K +$41.6K +3,187 New
AUB
60
Atlantic Union Bankshares
Virginia
$39.8K
MCM
61
MAI Capital Management
Ohio
$34.4K
SPIA
62
Steward Partners Investment Advisory
New York
$32.8K -$2.61K -200 -7%
SIS
63
Sound Income Strategies
Florida
$25.3K
GRP
64
Global Retirement Partners
California
$18.2K +$18.2K +1,394 New
KFAS
65
Keating Financial Advisory Services
Kansas
$16.9K +$16.9K +1,297 New
FHA
66
Flagship Harbor Advisors
Massachusetts
$15.3K +$15.3K +1,173 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$15.3K +$15.3K +1,172 New
TJHA
68
Thomas J. Herzfeld Advisors
Florida
$14.3K +$1.54K +118 +12%
AF
69
Allworth Financial
California
$13.6K +$235 +18 +2%
FFA
70
Farther Finance Advisors
California
$13K
NEWAS
71
N.E.W. Advisory Services
Wisconsin
$9.49K
OP
72
ORG Partners
Indiana
$7.41K
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$6.98K +$6.98K +535 New
MPWT
74
MassMutual Private Wealth & Trust
Connecticut
$6.52K +$6.52K +500 New
CA
75
CoreCap Advisors
Michigan
$5.93K -$8.41K -645 -59%

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.