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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
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$16M -$459K -35,190 -3%
PCM
2
Penserra Capital Management
California
$12.9M +$882K +67,622 +7%
Morgan Stanley
3
Morgan Stanley
New York
$11.6M +$346K +26,531 +3%
UBS Group
4
UBS Group
Switzerland
$8.89M +$561K +42,990 +7%
LPL Financial
5
LPL Financial
California
$5.13M +$975K +74,745 +23%
HBCM
6
Heron Bay Capital Management
Michigan
$3.75M -$30K -2,299 -0.8%
Stifel Financial
7
Stifel Financial
Missouri
$2.62M +$1.75M +134,154 +200%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.54M +$606K +46,496 +31%
WAM
9
Wolverine Asset Management
Illinois
$2.38M -$2.01M -154,373 -46%
SFS
10
Shaker Financial Services
Virginia
$1.97M +$682K +52,265 +53%
DADC
11
D.A. Davidson & Co
Montana
$1.7M +$205K +15,697 +14%
AIA
12
Absolute Investment Advisers
Florida
$1.54M -$1.27M -97,706 -46%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.4M +$88.1K +6,757 +7%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.27M +$29.6K +2,273 +2%
Raymond James Financial
15
Raymond James Financial
Florida
$1.04M +$41.8K +3,208 +4%
SCM
16
Saba Capital Management
New York
$982K -$8.59M -658,916 -90%
Bank of America
17
Bank of America
North Carolina
$910K +$151K +11,573 +20%
Osaic Holdings
18
Osaic Holdings
Arizona
$855K -$17.7K -1,356 -2%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$836K -$77.5K -5,941 -8%
AAM
20
Advisors Asset Management
Colorado
$836K +$836K +64,087 New
EPW
21
Evolve Private Wealth
California
$751K +$751K +57,581 New
CEFA
22
Closed-End Fund Advisors
Virginia
$741K +$741K +56,792 New
RAM
23
Readystate Asset Management
Illinois
$733K +$733K +56,174 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$703K +$16.8K +1,291 +2%
Calamos Advisors
25
Calamos Advisors
Illinois
$665K +$255K +19,540 +62%

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.