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.
13F holders, Q2 2026
Institutional positions in John Hancock Financial Opportunities Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 84
- +5 vs. Q1 2026
- Shares held
- 4.25M
- +180.7K (+4.4%) vs. Q1 2026
- Total value
- $167.5M
- +$21.5M (+14.7%) vs. Q1 2026
- New holders
- 10
- 30 more added
- Sold out
- 5
- 18 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BTO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 84 | $167.5M |
| Q1 2026 | 80 | $146.0M |
| Q4 2025 | 86 | $148.6M |
| Q3 2025 | 77 | $130.5M |
| Q2 2025 | 68 | $152.3M |
| Q1 2025 | 69 | $140.8M |
| Q4 2024 | 75 | $169.8M |
| Q3 2024 | 76 | $140.3M |
| Q2 2024 | 69 | $110.4M |
| Q1 2024 | 69 | $193.7M |
| Q4 2023 | 76 | $160.5M |
| Q3 2023 | 65 | $96.7M |
| Q2 2023 | 66 | $97.3M |
| Q1 2023 | 68 | $121.8M |
| Q4 2022 | 62 | $129.2M |
| Q3 2022 | 63 | $125.4M |
| Q2 2022 | 66 | $145.0M |
| Q1 2022 | 68 | $157.6M |
| Q4 2021 | 69 | $172.9M |
| Q3 2021 | 65 | $155.4M |
| Q2 2021 | 68 | $133.7M |
| Q1 2021 | 68 | $137.6M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; 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 |
| Alessandra Capital Management, LLC | 61,315 | $2.42M | 1.71% | −205−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 56,961 | $2.25M | 0.01% | +2,621+4.8% | Added |
| 1607 Capital Partners, LLC | 56,187 | $2.21M | 0.19% | +56,187 | New |
| Cambridge Investment Research Advisors, Inc. | 51,248 | $2.02M | 0.00% | +3,036+6.3% | Added |
| Bank of America Corp | 46,684 | $1.84M | 0.00% | +1,533+3.4% | Added |
| UBS Group AG | 43,824 | $1.73M | 0.00% | −717−1.6% | Reduced |
| City of London Investment Management Co Ltd | 41,092 | $1.62M | 0.10% | +10,767+35.5% | Added |
| Gilliland Jeter Wealth Management LLC | 37,494 | $1.48M | 0.39% | +107+0.3% | Added |
| Ameriprise Financial Inc | 35,323 | $1.39M | 0.00% | +1,314+3.9% | Added |
| Chancellor Financial Group WB LP | 31,366 | $1.24M | 0.77% | +169+0.5% | Added |
| Advisory Advocates, LLC | 30,800 | $1.21M | 1.04% | +1,750+6.0% | Added |
| Oppenheimer & Co Inc | 28,082 | $1.11M | 0.01% | +192+0.7% | Added |
| Private Advisor Group, LLC | 26,708 | $1.05M | 0.00% | +2,747+11.5% | Added |
| HighTower Advisors, LLC | 25,390 | $1.00M | 0.00% | +193+0.8% | Added |
| Shaker Financial Services, LLC | 22,755 | $897.0K | 0.28% | +22,755 | New |
| Pensionmark Financial Group, LLC | 23,785 | $854.0K | 0.01% | −70−0.3% | Reduced |
| Tennessee Valley Asset Management Partners | 20,719 | $816.7K | 0.09% | +12+0.1% | Added |
| Advisor Group Holdings, Inc. | 19,452 | $767.1K | 0.00% | +8,647+80.0% | Added |
| Kestra Advisory Services, LLC | 15,554 | $613.1K | 0.00% | +464+3.1% | Added |
| Envestnet Asset Management Inc | 15,410 | $607.5K | 0.00% | +9,176+147.2% | Added |
| Samalin Investment Counsel, LLC | 14,970 | $590.1K | 0.19% | −6,108−29.0% | Reduced |
| Commonwealth Equity Services, LLC | 14,544 | $573.3K | 0.00% | −562−3.7% | Reduced |
| Mariner, LLC | 14,218 | $560.5K | 0.00% | +188+1.3% | Added |
| Benjamin Edwards Inc | 13,723 | $540.9K | 0.00% | +332+2.5% | Added |
| J.W. Cole Advisors, Inc. | 11,774 | $464.1K | 0.01% | +11,774 | New |
| Institute for Wealth Management, LLC. | 10,784 | $425.1K | 0.04% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,515 | $415.0K | 0.00% | −395−3.6% | Reduced |
| Triumph Capital Management | 10,250 | $404.1K | 0.07% | −52−0.5% | Reduced |
| Colony Group, LLC | 9,941 | $391.9K | 0.00% | +471+5.0% | Added |
| Karpus Management, Inc. | 9,698 | $382.3K | 0.01% | +9,698 | New |
| Almanack Investment Partners, LLC. | 9,579 | $377.6K | 0.05% | +9,579 | New |
| D.A. Davidson & Co. | 9,035 | $356.2K | 0.00% | +14+0.2% | Added |
| Citadel Advisors LLC | 8,503 | $335.2K | 0.00% | +8,503 | New |
| Cetera Investment Advisers | 8,429 | $332.3K | 0.00% | +14+0.2% | Added |
| Stephens Inc | 8,149 | $321.2K | 0.00% | −1,400−14.7% | Reduced |
| Abel Hall, LLC | 8,000 | $315.4K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,898 | $311.3K | 0.00% | −1,780−18.4% | Reduced |
| Indivisible Partners | 7,180 | $283.0K | 0.02% | −932−11.5% | Reduced |
| Creative Planning | 6,641 | $261.8K | 0.00% | +20+0.3% | Added |
| Fifth Third Bancorp | 5,204 | $205.1K | 0.00% | −535−9.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,161 | $203.4K | 0.00% | +5,161 | New |
| Allworth Financial LP | 4,503 | $177.5K | 0.00% | +20.0% | Added |
| Centaurus Financial, Inc. | 2,969 | $117.0K | 0.00% | +48+1.6% | Added |
| Vanguard National Trust Co | 2,915 | $114.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,145 | $84.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $78.8K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,625 | $64.7K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,616 | $63.7K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,576 | $62.1K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 1,160 | $45.7K | 0.00% | +1,160 | New |
| Atlantic Union Bankshares Corp | 1,000 | $39.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 830 | $32.5K | 0.00% | +808+3,672.7% | Added |
| Eastern Bank | 750 | $29.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 600 | $23.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 505 | $19.9K | 0.00% | +3+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 400 | $15.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 357 | $14.1K | 0.00% | −1,672−82.4% | Reduced |
| Sfam, LLC | 300 | $11.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 277 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $9.11K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $7.88K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $7.88K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 174 | $6.87K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 158 | $6.23K | 0.00% | +158 | New |
| Harbour Investments, Inc. | 125 | $4.93K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $4.93K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 100 | $3.59K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 80 | $3.15K | 0.00% | −38−32.2% | Reduced |
| Global Retirement Partners, LLC | 52 | $2.06K | 0.00% | +52 | New |
| CoreCap Advisors, LLC | 50 | $1.97K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 4 | $158 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $39 | 0.00% | – | – |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −13,603−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −9,229−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Osbon Capital Management LLC | 0 | $0 | 0.00% | −1,160−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |