Who Owns Nuveen Multi-Asset Income Fund (NMAI)?Hedge Fund & Institutional Holders

$12.77+0.08 (+0.63%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.798000375200024e+245T

% of Float Held

—

QoQ Change in Holders

+11 / -5

Price History

$10.75$11.53$12.32$13.10$13.88Aug 24Jun 25Mar 26

NMAI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WOLVERINE ASSET MANAGEMENT LLCNew Position+183K+$2.4B
Shaker Financial Services, LLCNew Position+151K+$2.0B
D.A. DAVIDSON & CO.New Position+131K+$1.7B
ABSOLUTE INVESTMENT ADVISERS, LLCNew Position+117K+$1.5B
STIFEL FINANCIAL CORPIncreased+134K+$1.1B
Calamos Advisors LLCNew Position+51K+$665.0M
UBS Group AGIncreased+43K+$598.1M
Hennion & Walsh Asset Management, Inc.New Position+28K+$371.0M
SILVERLAKE WEALTH MANAGEMENT LLCNew Position+27K+$358.0M
MELFA WEALTH MANAGEMENT, INC.New Position+27K+$356.0M
Fortitude Advisory Group L.L.C.New Position+23K+$294.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+21K+$267.0M
J.W. COLE ADVISORS, INC.New Position+10K+$131.0M
ROYAL BANK OF CANADAIncreased+46K+$71.0M
NWF Advisory Services Inc.Increased+3K+$30.0M

NMAI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Saba Capital Management, L.P.Decreased-659K-$8.5B
Quarry LPClosed Position-79K-$1.0B
Rockefeller Capital Management L.P.Decreased-6K-$909.2M
OSAIC HOLDINGS, INC.Decreased-1K-$851.4M
PMG Family Office LLCDecreased-2K-$605.9M
Private Advisor Group, LLCDecreased-1K-$440.2M
Walleye Capital LLCClosed Position-32K-$415.6M
NewEdge Advisors, LLCDecreased-819-$392.2M
MILLENNIUM MANAGEMENT LLCDecreased-3K-$316.8M
Integrated Wealth Concepts LLCDecreased-4K-$287.9M
HUB Investment Partners, LLCClosed Position-22K-$282.5M
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Closed Position-13K-$168.5M
Steward Partners Investment Advisory, LLCDecreased-200-$35.2M
US BANCORP \DE\Closed Position-3K-$32.5M
Heron Bay Capital ManagementDecreased-2K-$13.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG674,704$8.8B1.43%Share
2Heron Bay Capital Management287,775$3.8B0.72%Share
3WOLVERINE ASSET MANAGEMENT LLC182,610$2.4B18.77%Share
4ROYAL BANK OF CANADA194,576$2.0B0.33%Share
5STIFEL FINANCIAL CORP192,025$2.0B1.80%Share
6Shaker Financial Services, LLC151,410$2.0B0.63%Share
7D.A. DAVIDSON & CO.130,500$1.7B10.42%Share
8ABSOLUTE INVESTMENT ADVISERS, LLC116,794$1.5B0.18%Share
9FIRST TRUST ADVISORS LP107,113$1.0B0.73%Share
10Saba Capital Management, L.P.75,279$981.0M0.03%Share
11Calamos Advisors LLC51,019$665.0M2.50%Share
12NWF Advisory Services Inc.40,361$526.0M0.06%Share
13SFG Wealth Management, LLC.29,150$380.0M0.15%Share
14Hennion & Walsh Asset Management, Inc.28,481$371.0M0.01%Share
15SILVERLAKE WEALTH MANAGEMENT LLC27,479$358.0M0.08%Share
16MELFA WEALTH MANAGEMENT, INC.27,305$356.0M0.21%Share
17Fortitude Advisory Group L.L.C.22,618$294.0M0.12%Share
18INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC20,507$267.0M0.02%Share
19Koshinski Asset Management, Inc.16,209$211.0M0.01%Share
20Invesco Ltd.14,436$188.0M0.03%Share
21Advisor OS, LLC10,389$135.0M0.01%Share
22J.W. COLE ADVISORS, INC.10,056$131.0M0.00%Share
23UBS Group AG6,800$88.0M0.01%Share
24Towne Trust Company, N.A4,100$53.0M0.02%Share
25COMERICA BANK3,289$42.0M0.17%Share
26Sound Income Strategies, LLC1,905$25.0M0.00%Share
27Pathstone Holdings, LLC1,218,893$15.0M0.06%Share
28FLAGSHIP HARBOR ADVISORS, LLC1,173$15.0M0.00%Share
29Thomas J. Herzfeld Advisors, Inc.1,096$14.0M0.00%Share
30Penserra Capital Management LLC986,984$12.0M0.14%Share
31Farther Finance Advisors, LLC996$12.0M0.13%Share
32N.E.W. Advisory Services LLC728$9.0M0.00%Share
33MORGAN STANLEY623,427$8.0M0.00%Share
34MassMutual Private Wealth & Trust, FSB500$6.0M0.00%Share
35CoreCap Advisors, LLC455$5.0M0.00%Share
36LPL Financial LLC393,127$5.0M0.00%Share
37DELTA ASSET MANAGEMENT LLC/TN400$5.0M0.00%Share
38Measured Wealth Private Client Group, LLC364$4.0M0.00%Share
39Geneos Wealth Management Inc.381$4.0M0.00%Share
40MORGAN STANLEY228,016$2.0M0.00%Share
41HIGHLINE WEALTH PARTNERS LLC228$2.0M0.00%Share
42WPG Advisers, LLC227$2.0M0.00%Share
43Cetera Investment Advisers97,245$1.0M0.00%Share
44Closed-End Fund Advisors, Inc.56,792$740K0.44%Share
45READYSTATE ASSET MANAGEMENT LP56,174$732K0.03%Share
46PMG Family Office LLC44,221$576K0.67%Share
47BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC37,781$492K0.07%Share
48WEALTH ENHANCEMENT ADVISORY SERVICES, LLC13,938$183K0.00%Share
49Avior Wealth Management, LLC13,249$172K0.01%Share
50Merit Financial Group, LLC12,708$165K0.00%Share

NMAI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202583$30.3B+33
Q3 202550$40.8B-11
Q2 202561$62.0B-2
Q1 202563$73.1B+0
Q4 202463$257.0B+13
Q3 202450$3.0T+1
Q2 202449$93.6B-2
Q1 202451$95.7B—

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As of Q4 2025, 50 institutional investors hold NMAI (Nuveen Multi-Asset Income Fund). The largest holder is UBS Group AG with $8.8B in shares. This quarter, 11 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own NMAI?

As of Q4 2025, 50 institutional investors report holding NMAI (Nuveen Multi-Asset Income Fund) in their 13F filings.

Who is the largest institutional holder of NMAI?

The largest institutional holder of NMAI is UBS Group AG with $8.8B in shares.

Is institutional ownership of NMAI increasing or decreasing?

This quarter, 11 institutions opened new positions in NMAI and 5 closed their positions.