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 2021
Institutional positions in John Hancock Financial Opportunities Fund as of Jun 30, 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
- 0 vs. Q1 2021
- Shares held
- 3.56M
- −17.9K (−0.5%) vs. Q1 2021
- Total value
- $133.7M
- −$3.89M (−2.8%) vs. Q1 2021
- New holders
- 9
- 24 more added
- Sold out
- 9
- 23 more reduced
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,540,643 | $57.8M | 0.01% | +74,894+5.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 358,557 | $13.5M | 0.03% | −18,171−4.8% | Reduced |
| Wells Fargo & Company | 289,635 | $10.9M | 0.00% | +33,474+13.1% | Added |
| Janney Montgomery Scott LLC | 228,786 | $8.59M | 0.04% | +14,937+7.0% | Added |
| Bank of America Corp | 172,943 | $6.49M | 0.00% | +2,821+1.7% | Added |
| Royal Bank of Canada | 122,576 | $4.60M | 0.00% | −5,648−4.4% | Reduced |
| North Star Asset Management Inc | 111,032 | $4.17M | 0.23% | −1,075−1.0% | Reduced |
| Raymond James & Associates | 110,963 | $4.17M | 0.00% | +532+0.5% | Added |
| Fca Corp | 94,126 | $3.53M | 1.00% | −521−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 52,558 | $1.97M | 0.03% | −51,958−49.7% | Reduced |
| UBS Group AG | 46,769 | $1.76M | 0.00% | +1,430+3.2% | Added |
| LPL Financial LLC | 45,049 | $1.69M | 0.00% | −275−0.6% | Reduced |
| Stifel Financial Corp | 40,693 | $1.53M | 0.00% | +1,056+2.7% | Added |
| Wolverine Asset Management LLC | 29,365 | $1.10M | 0.01% | +26,388+886.4% | Added |
| First Trust Advisors LP | 26,599 | $999.0K | 0.00% | +14,258+115.5% | Added |
| Peapack Gladstone Financial Corp | 22,051 | $828.0K | 0.02% | −761−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 19,891 | $746.0K | 0.00% | −575−2.8% | Reduced |
| Wintrust Investments LLC | 19,575 | $735.0K | 0.08% | +159+0.8% | Added |
| National Asset Management, Inc. | 13,609 | $511.0K | 0.02% | +2,080+18.0% | Added |
| Truist Financial Corp | 12,383 | $465.0K | 0.00% | −6,993−36.1% | Reduced |
| Ameriprise Financial Inc | 11,843 | $445.0K | 0.00% | +1,157+10.8% | Added |
| Orleans Capital Management Corp | 11,775 | $442.0K | 0.28% | −1,400−10.6% | Reduced |
| Community Bank of Raymore | 11,250 | $422.0K | 0.13% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 11,053 | $415.0K | 0.00% | +166+1.5% | Added |
| Institute for Wealth Management, LLC. | 10,943 | $411.0K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,651 | $400.0K | 0.00% | −949−8.2% | Reduced |
| Csenge Advisory Group | 10,483 | $400.0K | 0.04% | +3,366+47.3% | Added |
| Wedbush Securities Inc | 9,786 | $367.0K | 0.02% | +909+10.2% | Added |
| First Republic Investment Management, Inc. | 9,625 | $361.0K | 0.00% | −1,723−15.2% | Reduced |
| HighTower Advisors, LLC | 9,521 | $358.0K | 0.00% | +3,860+68.2% | Added |
| Patten Group, Inc. | 8,625 | $324.0K | 0.10% | +100+1.2% | Added |
| PRW Wealth Management LLC | 8,625 | $324.0K | 0.10% | +8,625 | New |
| Stephens Inc | 7,574 | $284.0K | 0.00% | −36,562−82.8% | Reduced |
| Oppenheimer & Co Inc | 7,485 | $281.0K | 0.01% | +56+0.8% | Added |
| Moors & Cabot, Inc. | 7,205 | $270.0K | 0.02% | +400+5.9% | Added |
| Invesco Ltd. | 6,475 | $243.0K | 0.00% | −1,869−22.4% | Reduced |
| Nicolet Bankshares Inc | 5,985 | $225.0K | 0.06% | −125−2.0% | Reduced |
| Creative Planning | 5,750 | $216.0K | 0.00% | −305−5.0% | Reduced |
| Guggenheim Capital LLC | 5,693 | $214.0K | 0.00% | −332−5.5% | Reduced |
| AdvisorNet Financial, Inc | 4,127 | $155.0K | 0.01% | +6+0.1% | Added |
| Advisor Group Holdings, Inc. | 3,755 | $140.0K | 0.00% | −941−20.0% | Reduced |
| Belpointe Asset Management LLC | 3,500 | $131.0K | 0.01% | +3,500 | New |
| Advisory Services Network, LLC | 2,693 | $101.0K | 0.00% | +2,693 | New |
| Allworth Financial LP | 2,285 | $86.0K | 0.00% | +2,185+2,185.0% | Added |
| CWM, LLC | 2,270 | $85.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,159 | $81.0K | 0.01% | −6,256−74.3% | Reduced |
| FNY Investment Advisers, LLC | 2,000 | $75.0K | 0.03% | −1,153−36.6% | Reduced |
| American Portfolios Advisors | 1,949 | $73.2K | 0.00% | +364+23.0% | Added |
| Carroll Financial Associates, Inc. | 1,910 | $71.0K | 0.00% | +1,910 | New |
| The PNC Financial Services Group, Inc. | 1,355 | $51.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 870 | $32.0K | 0.00% | −1,200−58.0% | Reduced |
| BBVA USA | 766 | $28.0K | 0.00% | +766 | New |
| Oakworth Capital, Inc. | 700 | $26.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 606 | $23.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 575 | $22.0K | 0.00% | +75+15.0% | Added |
| Coastal Capital Group, Inc. | 503 | $19.0K | 0.00% | +7+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 479 | $18.0K | 0.00% | −400−45.5% | Reduced |
| TD Private Client Wealth LLC | 431 | $16.2K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 413 | $16.0K | 0.01% | +413 | New |
| Bogart Wealth, LLC | 231 | $9.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 255 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 187 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 142 | $5.00K | 0.00% | +142 | New |
| Northwestern Mutual Wealth Management Co | 80 | $3.00K | 0.00% | −1,875−95.9% | Reduced |
| Global Retirement Partners, LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| FMR LLC | 4 | $0 | 0.00% | +4 | New |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −63,750−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,165−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −2,629−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,708−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |