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Nuveen Multi-Asset Income Fund

73 hedge funds and large institutions have $95.7M invested in Nuveen Multi-Asset Income Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

9% more funds holding

Funds holding: 6773 (+6)

2% less capital invested

Capital invested by funds: $97.4M → $95.7M (-$1.69M)

1.01% less ownership

Funds ownership: 23.07%22.06% (-1%)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
29
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$16.3M +$6.03M +475,298 +61%
PCM
2
Penserra Capital Management
California
$11.9M +$32.6K +2,572 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$11.2M +$1.07M +84,648 +11%
SCM
4
Saba Capital Management
New York
$9.53M -$13.2M -1,037,368 -59%
UBS Group
5
UBS Group
Switzerland
$8.29M +$702K +55,340 +9%
WAM
6
Wolverine Asset Management
Illinois
$4.37M -$885K -69,756 -17%
LPL Financial
7
LPL Financial
California
$4.13M +$196K +15,441 +5%
HBCM
8
Heron Bay Capital Management
Michigan
$3.77M -$8.13K -641 -0.2%
AIA
9
Absolute Investment Advisers
Florida
$2.78M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.93M +$249K +19,653 +15%
DADC
11
D.A. Davidson & Co
Montana
$1.49M +$857K +67,574 +143%
SFS
12
Shaker Financial Services
Virginia
$1.31M -$2.27M -179,340 -64%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.3M +$292K +23,014 +30%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.23M +$72.6K +5,724 +6%
QL
15
Quarry LP
New York
$1.03M
Raymond James Financial
16
Raymond James Financial
Florida
$992K -$63.9K -5,042 -6%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$909K +$9.49K +748 +1%
Stifel Financial
18
Stifel Financial
Missouri
$870K +$51.6K +4,066 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$851K +$59.7K +4,704 +8%
Bank of America
20
Bank of America
North Carolina
$755K +$92.4K +7,284 +14%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$683K +$297K +23,381 +80%
PFO
22
PMG Family Office
Texas
$606K +$587K +46,275 New
JP Morgan Chase
23
JP Morgan Chase
New York
$585K -$14.6K -1,154 -2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$561K +$25.4K +2,006 +5%
NAS
25
NWF Advisory Services
California
$514K +$63.4K +5,000 +14%

NMAI Hedge Fund Activity: Q3 2025 in Review

73 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Multi-Asset Income Fund (NMAI) for Q3 2025, worth a combined $95.7M — down 1.7% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NMAI positions and 7 closed out — a net gain of 7 holders — while 29 added to existing stakes and 11 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $6.03M. The largest seller was Saba Capital Management, cutting an estimated $13.2M.

  • 73 institutional investors held Nuveen Multi-Asset Income Fund (NMAI) as of Q3 2025, up from 67 in Q2 2025.
  • Funds reported $95.7M of Nuveen Multi-Asset Income Fund stock for Q3 2025, down 1.7% quarter-over-quarter.
  • 14 funds opened new Nuveen Multi-Asset Income Fund positions in Q3 2025 and 7 closed out, a net change of +7 holders.
  • The largest Nuveen Multi-Asset Income Fund buyer in Q3 2025 was Pathstone Holdings, an estimated $6.03M added.
  • The largest Nuveen Multi-Asset Income Fund seller in Q3 2025 was Saba Capital Management, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2025.