John Hancock Financial Opportunities Fund
BTO- Exchange
- NYSE
- SEC CIK
- 0000925683
In the last 90 days, John Hancock Financial Opportunities Fund insiders filed 1 open-market purchase and 0 sales; 84 institutions reported holding it in 13F filings for Q2 2026, worth $167.5M in total; no superinvestor holds it.
Key figures
- Insider buysLast 90 days, $7.47K in total
- 1
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +5 vs. previous quarter
- 84
- 13F valueReported value at the end of Q2 2026
- $167.5M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding BTO, Q2 2026
No superinvestor reported holding BTO at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by John Hancock Financial Opportunities Fund insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jul 22, 2026 (view filing)2:02 PM ET | Jul 22 | Same day | Bacic William KOther: Trustee of the Fund | PPurchaseCommon Shares of Beneficial Interest | +184 | $40.62 | +$7.47K | +63.9%472 after | |
| May 7, 2026 (view filing) | May 6 | 1 day | Hurtsellers ChristineDirector | PPurchaseCommon Shares of Beneficial Interest | +321.03 | $37.38 | +$12.0K | New position321.03 after | 4 lots |
| Jan 27, 2026 (view filing) | Jan 26 | 1 day | Phelan Kenneth JDirector | PPurchaseCommon Shares of Beneficial Interest | +269.57 | $37.10 | +$10.0K | New position269.57 after | |
| Apr 9, 2025 (view filing) | Apr 8 | 1 day | Wright Thomas RoweDirector | PPurchaseCommon Shares of Beneficial Interest | +378 | $29.55 | +$11.2K | New position378 after | |
| Jan 15, 2025 (view filing) | Jan 14 | 1 day | Bacic William KOther: Trustee of the Fund | PPurchasecommon shares of beneficial interest | +288 | $34.70 | +$9.99K | New position288 after | |
| Dec 26, 2024 (view filing) | Dec 23 | 3 days | Ellison Noni LOther: Trustee of the Fund | PPurchaseCommon Shares of Beneficial Interest | +315 | $35.90 | +$11.3K | +71.4%756 after | |
| Jan 4, 2024 (view filing) | Jan 2 | 2 days | Garfield DeanDirector | PPurchaseCommon Shares of Beneficial Ownership | +512.96 | $30.55 | +$15.7K | New position512.96 after | |
| Oct 13, 2023 (view filing) | Oct 12 | 1 day | Ellison Noni LDirector | PPurchaseCommon Shares of Beneficial Interest | +432 | $25.28 | +$10.9K | New position432 after | 4 lots |
| Aug 9, 2022 (view filing) | Aug 5 | 4 days | Pruchansky Steven ROther: Trustee of the Fund | SSalecommon shares of beneficial interest | −1.09K | $37.94 | −$41.4K | −83.7%211.69 after |
Top 10 13F holders, Q2 2026
The largest institutional positions in John Hancock Financial Opportunities Fund at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,258,587 | $49.6M | 0.00% | +68,969+5.8% | Added |
| Wells Fargo & Company | 646,729 | $25.5M | 0.00% | −6,713−1.0% | Reduced |
| Z3 Capital Partners, LLC | 411,393 | $16.2M | 3.40% | +2,432+0.6% | Added |
| Royal Bank of Canada | 270,289 | $10.7M | 0.00% | +2,485+0.9% | Added |
| Janney Montgomery Scott LLC | 177,451 | $7.00M | 0.01% | −15,684−8.1% | Reduced |
| Raymond James Financial Inc | 172,704 | $6.81M | 0.00% | −5,686−3.2% | Reduced |
| LPL Financial LLC | 130,039 | $5.13M | 0.00% | +2,159+1.7% | Added |
| Stifel Financial Corp | 99,302 | $3.91M | 0.00% | −2,818−2.8% | Reduced |
| Fca Corp | 95,444 | $3.76M | 0.93% | +6,460+7.3% | Added |
| North Star Asset Management Inc | 67,641 | $2.67M | 0.10% | −175−0.3% | Reduced |