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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
SCM
1
Saba Capital Management
New York
$28.6M -$15M -1,221,512 -34%
PCM
2
Penserra Capital Management
California
$10.7M +$2.07M +168,390 +23%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$10.5M +$7.14M +579,727 +205%
Morgan Stanley
4
Morgan Stanley
New York
$7.79M +$455K +36,947 +6%
UBS Group
5
UBS Group
Switzerland
$6.92M -$407K -33,079 -5%
HBCM
6
Heron Bay Capital Management
Michigan
$3.79M -$985 -80 -0%
SFS
7
Shaker Financial Services
Virginia
$3.5M +$1.14M +92,794 +48%
LPL Financial
8
LPL Financial
California
$3.26M +$461K +37,460 +16%
WAM
9
Wolverine Asset Management
Illinois
$2.64M +$1.94M +157,212 +253%
AIA
10
Absolute Investment Advisers
Florida
$2.45M -$23.4K -1,900 -0.9%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.22M -$15.6K -1,270 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.19M +$796K +64,693 +190%
Raymond James Financial
13
Raymond James Financial
Florida
$988K -$43.9K -3,564 -4%
QL
14
Quarry LP
New York
$952K
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$834K -$8.65K -703 -1%
First Trust Advisors
16
First Trust Advisors
Illinois
$790K +$11.3K +920 +1%
Bank of America
17
Bank of America
North Carolina
$715K +$120K +9,784 +20%
Stifel Financial
18
Stifel Financial
Missouri
$705K +$34K +2,766 +5%
SWM
19
SFG Wealth Management
Maryland
$701K +$718K +58,300 New
Osaic Holdings
20
Osaic Holdings
Arizona
$638K -$579 -47 -0.1%
PAG
21
Private Advisor Group
New Jersey
$520K +$532K +43,233 New
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$441K -$33.2K -2,700 -7%
Walleye Capital
23
Walleye Capital
New York
$440K +$127K +10,333 +39%
NAS
24
NWF Advisory Services
California
$409K +$419K +34,011 New
Jane Street
25
Jane Street
New York
$407K +$416K +33,833 New

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.