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Nuveen Variable Rate Preferred & Income Fund

45 hedge funds and large institutions have $171M invested in Nuveen Variable Rate Preferred & Income Fund in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 4345 (+2)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0% more capital invested

Capital invested by funds: $170M → $171M (+$801K)

1.07% less ownership

Funds ownership: 36.43%35.36% (-1.1%)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
26
&Partners
Tennessee
$342K +$2.12K +109 +0.6%
LPL Financial
27
LPL Financial
California
$316K +$74K +3,800 +32%
Lido Advisors
28
Lido Advisors
California
$304K +$1.07K +55 +0.4%
SF
29
Summit Financial
New Jersey
$271K +$264K +13,578 New
SCM
30
Sage Capital Management
New Jersey
$269K +$19.5K +1,000 +8%
AIS
31
Accredited Investor Services
Minnesota
$257K -$4.34K -223 -2%
CIC
32
Carnegie Investment Counsel
Ohio
$240K
WLPWM
33
Walled Lake Planning & Wealth Management
Illinois
$235K
MFG
34
Merit Financial Group
Georgia
$215K +$5.61K +288 +3%
Osaic Holdings
35
Osaic Holdings
Arizona
$172K -$1.27K -65 -0.7%
ASN
36
Advisory Services Network
Georgia
$124K +$121K +6,216 New
Comerica Bank
37
Comerica Bank
Texas
$51.2K -$20.1K -1,030 -29%
CA
38
CoreCap Advisors
Michigan
$50.7K +$49.4K +2,539 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$24.5K +$23.9K +1,226 New
WA
40
WPG Advisers
Maryland
$23.6K +$1.62K +83 +8%
NFSG
41
Newbridge Financial Services Group
Florida
$20K
US Bancorp
42
US Bancorp
Minnesota
$18.9K
FIA
43
FNY Investment Advisers
New York
$13K
Bank of America
44
Bank of America
North Carolina
$6.83K
AssetMark Inc
45
AssetMark Inc
California
$878
GWM
46
Geneos Wealth Management
Colorado
-$119K -6,168 Closed
Raymond James Financial
47
Raymond James Financial
Florida
-$69.1K -3,586 Closed
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
-$12K -620 Closed
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
-$2K -112 Closed

NPFD Hedge Fund Activity: Q3 2025 in Review

45 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Nuveen Variable Rate Preferred & Income Fund (NPFD) for Q3 2025, worth a combined $171M — up 0.47% from $170M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NPFD positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.94M. The largest seller was Wells Fargo, cutting an estimated $5.81M.

  • 45 institutional investors held Nuveen Variable Rate Preferred & Income Fund (NPFD) as of Q3 2025, up from 43 in Q2 2025.
  • Funds reported $171M of Nuveen Variable Rate Preferred & Income Fund stock for Q3 2025, up 0.47% quarter-over-quarter.
  • 6 funds opened new Nuveen Variable Rate Preferred & Income Fund positions in Q3 2025 and 4 closed out, a net change of +2 holders.
  • The largest Nuveen Variable Rate Preferred & Income Fund buyer in Q3 2025 was Advisors Asset Management, an estimated $1.94M added.
  • The largest Nuveen Variable Rate Preferred & Income Fund seller in Q3 2025 was Wells Fargo, an estimated $5.81M sold.

Based on aggregated 13F filings for Q3 2025.