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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, Q1 2021

Institutional positions in John Hancock Financial Opportunities Fund as of Mar 31, 2021. 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
68
No complete 13F data for Q4 2020
Shares held
3.58M
No complete 13F data for Q4 2020
Total value
$137.6M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 68 institutions
Q1 2021: 68 institutionsQ2 2021: 68 institutionsQ3 2021: 65 institutionsQ4 2021: 69 institutionsQ1 2022: 68 institutionsQ2 2022: 66 institutionsQ3 2022: 63 institutionsQ4 2022: 62 institutionsQ1 2023: 68 institutionsQ2 2023: 66 institutionsQ3 2023: 65 institutionsQ4 2023: 76 institutionsQ1 2024: 69 institutionsQ2 2024: 69 institutionsQ3 2024: 76 institutionsQ4 2024: 75 institutionsQ1 2025: 69 institutionsQ2 2025: 68 institutionsQ3 2025: 77 institutionsQ4 2025: 86 institutionsQ1 2026: 80 institutionsQ2 2026: 84 institutions
Value heldQ1 2021: $137.6M
Q1 2021: $137.6MQ2 2021: $133.7MQ3 2021: $155.4MQ4 2021: $172.9MQ1 2022: $157.6MQ2 2022: $145.0MQ3 2022: $125.4MQ4 2022: $129.2MQ1 2023: $121.8MQ2 2023: $97.3MQ3 2023: $96.7MQ4 2023: $160.5MQ1 2024: $193.7MQ2 2024: $110.4MQ3 2024: $140.3MQ4 2024: $169.8MQ1 2025: $140.8MQ2 2025: $152.3MQ3 2025: $130.5MQ4 2025: $148.6MQ1 2026: $146.0MQ2 2026: $167.5M
Institutions holding BTO and their total value by quarter
QuarterHoldersValue
Q2 202684$167.5M
Q1 202680$146.0M
Q4 202586$148.6M
Q3 202577$130.5M
Q2 202568$152.3M
Q1 202569$140.8M
Q4 202475$169.8M
Q3 202476$140.3M
Q2 202469$110.4M
Q1 202469$193.7M
Q4 202376$160.5M
Q3 202365$96.7M
Q2 202366$97.3M
Q1 202368$121.8M
Q4 202262$129.2M
Q3 202263$125.4M
Q2 202266$145.0M
Q1 202268$157.6M
Q4 202169$172.9M
Q3 202165$155.4M
Q2 202168$133.7M
Q1 202168$137.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BTO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,465,749$56.3M0.01%––
Raymond James Financial Services Advisors, Inc.376,728$14.5M0.03%––
Wells Fargo & Company256,161$9.85M0.00%––
Janney Montgomery Scott LLC213,849$8.22M0.04%––
Bank of America Corp170,122$6.54M0.00%––
Royal Bank of Canada128,224$4.93M0.00%––
North Star Asset Management Inc112,107$4.31M0.26%––
Raymond James & Associates110,431$4.25M0.00%––
Steward Partners Investment Advisory, LLC104,516$4.02M0.04%––
Fca Corp94,647$3.64M1.06%––
Formidable Asset Management, LLC63,750$2.46M0.53%––
UBS Group AG45,339$1.74M0.00%––
LPL Financial LLC45,324$1.74M0.00%––
Stephens Inc44,136$1.70M0.03%––
Stifel Financial Corp39,637$1.52M0.00%––
Peapack Gladstone Financial Corp22,812$877.0K0.02%––
Commonwealth Equity Services, LLC20,466$786.0K0.00%––
Wintrust Investments LLC19,416$746.0K0.08%––
Truist Financial Corp19,376$745.0K0.00%––
Orleans Capital Management Corp13,175$506.0K0.34%––
First Trust Advisors LP12,341$474.0K0.00%––
Cambridge Investment Research Advisors, Inc.11,600$446.0K0.00%––
National Asset Management, Inc.11,529$444.0K0.02%––
First Republic Investment Management, Inc.11,348$436.0K0.00%––
Community Bank of Raymore11,250$432.0K0.14%––
Institute for Wealth Management, LLC.10,943$421.0K0.08%––
D.A. Davidson & Co.10,887$418.0K0.01%––
Ameriprise Financial Inc10,686$411.0K0.00%––
Goldman Sachs Group Inc10,165$391.0K0.00%––
Wedbush Securities Inc8,877$341.0K0.02%––
Patten Group, Inc.8,525$328.0K0.11%––
NEXT Financial Group, Inc8,415$323.0K0.03%––
Invesco Ltd.8,344$321.0K0.00%––
Oppenheimer & Co Inc7,429$286.0K0.01%––
Csenge Advisory Group7,117$278.0K0.03%––
Moors & Cabot, Inc.6,805$260.0K0.02%––
Nicolet Bankshares Inc6,110$235.0K0.06%––
Creative Planning6,055$233.0K0.00%––
Guggenheim Capital LLC6,025$232.0K0.00%––
HighTower Advisors, LLC5,661$218.0K0.00%––
Advisor Group Holdings, Inc.4,696$179.0K0.00%––
AdvisorNet Financial, Inc4,121$158.0K0.01%––
FNY Investment Advisers, LLC3,153$121.0K0.05%––
Wolverine Asset Management LLC2,977$114.0K0.00%––
Bank of Montreal2,629$102.0K0.00%––
CWM, LLC2,270$85.0K0.00%––
Geneos Wealth Management Inc.2,070$80.0K0.00%––
Northwestern Mutual Wealth Management Co1,955$75.0K0.00%––
Valeo Financial Advisors, LLC1,708$66.0K0.00%––
American Portfolios Advisors1,585$60.9K0.00%––
The PNC Financial Services Group, Inc.1,355$52.0K0.00%––
Benjamin F. Edwards & Company, Inc.879$34.0K0.00%––
Oakworth Capital, Inc.700$27.0K0.00%––
American Research & Management Co.606$23.0K0.01%––
Proequities, Inc.500$19.0K0.00%––
Coastal Capital Group, Inc.496$19.0K0.00%––
TD Private Client Wealth LLC431$16.6K0.00%––
Sowell Financial Services LLC312$12.0K0.00%––
Central Trust Co250$10.0K0.00%––
Wealthcare Advisory Partners LLC250$10.0K0.00%––
International Assets Investment Management, LLC322$10.0K0.00%––
Bogart Wealth, LLC231$9.00K0.00%––
FourThought Financial, LLC255$9.00K0.00%––
Sargent Bickham Lagudis LLC200$8.00K0.00%––
Eudaimonia Partners, LLC198$8.00K0.00%––
Highlander Capital Management, LLC187$7.00K0.00%––
Allworth Financial LP100$4.00K0.00%––
Global Retirement Partners, LLC46$2.00K0.00%––