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
- +34.4K (+1.0%) vs. Q1 2021
- Total value
- $133.7M
- −$1.89M (−1.4%) vs. Q1 2021
- New holders
- 9
- 25 more added
- Sold out
- 9
- 22 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 | $143.2M |
| Q1 2025 | 69 | $140.8M |
| Q4 2024 | 75 | $151.3M |
| Q3 2024 | 76 | $139.2M |
| Q2 2024 | 69 | $110.4M |
| Q1 2024 | 69 | $114.6M |
| Q4 2023 | 76 | $119.6M |
| 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 | $135.6M |
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 |
|---|---|---|---|---|---|
| FMR LLC | 4 | $0 | 0.00% | +4 | New |
| GW&K Investment Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Global Retirement Partners, LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 80 | $3.00K | 0.00% | −1,875−95.9% | Reduced |
| Rockefeller Capital Management L.P. | 142 | $5.00K | 0.00% | +142 | New |
| Highlander Capital Management, LLC | 187 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $9.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 255 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 413 | $16.0K | 0.01% | +413 | New |
| TD Private Client Wealth LLC | 431 | $16.2K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 479 | $18.0K | 0.00% | −400−45.5% | Reduced |
| Coastal Capital Group, Inc. | 503 | $19.0K | 0.00% | +7+1.4% | Added |
| Proequities, Inc. | 575 | $22.0K | 0.00% | +75+15.0% | Added |
| American Research & Management Co. | 606 | $23.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 700 | $26.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 766 | $28.0K | 0.00% | +766 | New |
| Geneos Wealth Management Inc. | 870 | $32.0K | 0.00% | −1,200−58.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,355 | $51.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,910 | $71.0K | 0.00% | +1,910 | New |
| American Portfolios Advisors | 1,949 | $73.2K | 0.00% | +364+23.0% | Added |
| FNY Investment Advisers, LLC | 2,000 | $75.0K | 0.03% | −1,153−36.6% | Reduced |
| NEXT Financial Group, Inc | 2,159 | $81.0K | 0.01% | −6,256−74.3% | Reduced |
| CWM, LLC | 2,270 | $85.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,285 | $86.0K | 0.00% | +2,185+2,185.0% | Added |
| Advisory Services Network, LLC | 2,693 | $101.0K | 0.00% | +2,693 | New |
| Belpointe Asset Management LLC | 3,500 | $131.0K | 0.01% | +3,500 | New |
| Advisor Group Holdings, Inc. | 3,755 | $140.0K | 0.00% | −941−20.0% | Reduced |
| AdvisorNet Financial, Inc | 4,127 | $155.0K | 0.01% | +6+0.1% | Added |
| Guggenheim Capital LLC | 5,693 | $214.0K | 0.00% | −332−5.5% | Reduced |
| Creative Planning | 5,750 | $216.0K | 0.00% | −305−5.0% | Reduced |
| Nicolet Bankshares Inc | 5,985 | $225.0K | 0.06% | −125−2.0% | Reduced |
| Invesco Ltd. | 6,475 | $243.0K | 0.00% | −1,869−22.4% | Reduced |
| Moors & Cabot, Inc. | 7,205 | $270.0K | 0.02% | +400+5.9% | Added |
| Oppenheimer & Co Inc | 7,485 | $281.0K | 0.01% | +56+0.8% | Added |
| Stephens Inc | 7,574 | $284.0K | 0.00% | −36,562−82.8% | Reduced |
| 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 |
| HighTower Advisors, LLC | 9,521 | $358.0K | 0.00% | +3,860+68.2% | Added |
| First Republic Investment Management, Inc. | 9,625 | $361.0K | 0.00% | −1,723−15.2% | Reduced |
| Wedbush Securities Inc | 9,786 | $367.0K | 0.02% | +909+10.2% | Added |
| 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 |
| Institute for Wealth Management, LLC. | 10,943 | $411.0K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 11,053 | $415.0K | 0.00% | +166+1.5% | Added |
| Community Bank of Raymore | 11,250 | $422.0K | 0.13% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 11,775 | $442.0K | 0.28% | −1,400−10.6% | Reduced |
| Ameriprise Financial Inc | 11,843 | $445.0K | 0.00% | +1,157+10.8% | Added |
| Truist Financial Corp | 12,383 | $465.0K | 0.00% | −6,993−36.1% | Reduced |
| National Asset Management, Inc. | 13,609 | $511.0K | 0.02% | +2,080+18.0% | Added |
| Wintrust Investments LLC | 19,575 | $735.0K | 0.08% | +159+0.8% | Added |
| Commonwealth Equity Services, LLC | 19,891 | $746.0K | 0.00% | −575−2.8% | Reduced |
| Peapack Gladstone Financial Corp | 22,051 | $828.0K | 0.02% | −761−3.3% | Reduced |
| First Trust Advisors LP | 26,599 | $999.0K | 0.00% | +14,258+115.5% | Added |
| Wolverine Asset Management LLC | 29,365 | $1.10M | 0.01% | +26,388+886.4% | Added |
| Stifel Financial Corp | 40,693 | $1.53M | 0.00% | +1,056+2.7% | Added |
| LPL Financial LLC | 45,049 | $1.69M | 0.00% | −275−0.6% | Reduced |
| UBS Group AG | 46,769 | $1.76M | 0.00% | +1,430+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 52,558 | $1.97M | 0.03% | +300+0.6% | Added |
| Fca Corp | 94,126 | $3.53M | 1.00% | −521−0.6% | Reduced |
| Raymond James & Associates | 110,963 | $4.17M | 0.00% | +532+0.5% | Added |
| North Star Asset Management Inc | 111,032 | $4.17M | 0.23% | −1,075−1.0% | Reduced |
| Royal Bank of Canada | 122,576 | $4.60M | 0.00% | −5,648−4.4% | Reduced |
| Bank of America Corp | 172,943 | $6.49M | 0.00% | +2,821+1.7% | Added |
| Janney Montgomery Scott LLC | 228,786 | $8.59M | 0.04% | +14,937+7.0% | Added |
| Wells Fargo & Company | 289,635 | $10.9M | 0.00% | +33,474+13.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 358,557 | $13.5M | 0.03% | −18,171−4.8% | Reduced |
| Morgan Stanley | 1,540,643 | $57.8M | 0.01% | +74,894+5.1% | Added |
| 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 |