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, Q4 2021
Institutional positions in John Hancock Financial Opportunities Fund as of Dec 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
- 69
- +6 vs. Q3 2021
- Shares held
- 3.71M
- +59.0K (+1.6%) vs. Q3 2021
- Total value
- $172.9M
- +$17.5M (+11.3%) vs. Q3 2021
- New holders
- 13
- 29 more added
- Sold out
- 7
- 15 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,608,130 | $74.9M | 0.01% | +44,963+2.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 368,934 | $17.2M | 0.03% | −1,177−0.3% | Reduced |
| Wells Fargo & Company | 285,619 | $13.3M | 0.00% | −12,295−4.1% | Reduced |
| Janney Montgomery Scott LLC | 256,952 | $12.0M | 0.05% | +6,038+2.4% | Added |
| Bank of America Corp | 187,463 | $8.73M | 0.00% | +10,251+5.8% | Added |
| Royal Bank of Canada | 147,661 | $6.88M | 0.00% | +12,237+9.0% | Added |
| Raymond James & Associates | 125,463 | $5.84M | 0.00% | +8,838+7.6% | Added |
| North Star Asset Management Inc | 101,993 | $4.75M | 0.24% | −8,475−7.7% | Reduced |
| Fca Corp | 84,865 | $3.95M | 1.35% | −9,713−10.3% | Reduced |
| Stifel Financial Corp | 57,908 | $2.70M | 0.00% | +19,621+51.2% | Added |
| Steward Partners Investment Advisory, LLC | 56,635 | $2.64M | 0.04% | +198+0.4% | Added |
| LPL Financial LLC | 42,485 | $1.98M | 0.00% | +636+1.5% | Added |
| UBS Group AG | 32,458 | $1.51M | 0.00% | −2,780−7.9% | Reduced |
| The PNC Financial Services Group, Inc. | 23,422 | $1.09M | 0.00% | +667+2.9% | Added |
| Commonwealth Equity Services, LLC | 23,089 | $1.07M | 0.00% | +2,219+10.6% | Added |
| Peapack Gladstone Financial Corp | 21,670 | $1.01M | 0.02% | −250−1.1% | Reduced |
| Ameriprise Financial Inc | 21,000 | $998.0K | 0.00% | −7,589−26.5% | Reduced |
| Wintrust Investments LLC | 18,691 | $871.0K | 0.08% | −12−0.1% | Reduced |
| National Asset Management, Inc. | 17,369 | $810.0K | 0.02% | +1,453+9.1% | Added |
| NEXT Financial Group, Inc | 15,528 | $724.0K | 0.05% | +2,360+17.9% | Added |
| Invesco Ltd. | 13,668 | $637.0K | 0.00% | +208+1.5% | Added |
| Orleans Capital Management Corp | 11,793 | $549.0K | 0.31% | +518+4.6% | Added |
| Wedbush Securities Inc | 11,094 | $517.0K | 0.02% | +1,100+11.0% | Added |
| Institute for Wealth Management, LLC. | 10,868 | $506.0K | 0.08% | −75−0.7% | Reduced |
| D.A. Davidson & Co. | 10,862 | $506.0K | 0.01% | +12+0.1% | Added |
| Millennium Management LLC | 10,483 | $488.0K | 0.00% | +10,483 | New |
| Stephens Inc | 10,273 | $479.0K | 0.01% | +400+4.1% | Added |
| First Republic Investment Management, Inc. | 10,261 | $478.0K | 0.00% | +555+5.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,187 | $475.0K | 0.00% | +239+2.4% | Added |
| Truist Financial Corp | 10,029 | $467.0K | 0.00% | −1,245−11.0% | Reduced |
| Avidian Wealth Solutions, LLC | 9,906 | $462.0K | 0.03% | +9,906 | New |
| J.W. Cole Advisors, Inc. | 9,679 | $451.0K | 0.03% | +926+10.6% | Added |
| Private Advisor Group, LLC | 9,258 | $431.0K | 0.00% | −266−2.8% | Reduced |
| Csenge Advisory Group | 10,483 | $400.0K | 0.04% | −15,172−59.1% | Reduced |
| Oppenheimer & Co Inc | 7,581 | $353.0K | 0.01% | +46+0.6% | Added |
| Creative Planning | 7,550 | $352.0K | 0.00% | 00.0% | Unchanged |
| Patten Group, Inc. | 7,313 | $341.0K | 0.09% | −983−11.8% | Reduced |
| Camden Capital, LLC | 6,743 | $314.0K | 0.07% | +6,743 | New |
| Moors & Cabot, Inc. | 6,605 | $308.0K | 0.02% | −600−8.3% | Reduced |
| Advisor Group Holdings, Inc. | 5,506 | $257.0K | 0.00% | +1,541+38.9% | Added |
| AdvisorNet Financial, Inc | 4,141 | $193.0K | 0.01% | +7+0.2% | Added |
| Centaurus Financial, Inc. | 2,418 | $113.0K | 0.01% | +53+2.2% | Added |
| Allworth Financial LP | 2,340 | $109.0K | 0.00% | +27+1.2% | Added |
| CWM, LLC | 2,270 | $106.0K | 0.00% | +2,270 | New |
| Bedel Financial Consulting, Inc. | 2,100 | $98.0K | 0.03% | +2,100 | New |
| Tradition Wealth Management, LLC | 2,030 | $95.0K | 0.01% | +2,030 | New |
| American Portfolios Advisors | 1,415 | $65.9K | 0.00% | +369+35.3% | Added |
| Carroll Financial Associates, Inc. | 865 | $37.0K | 0.00% | +455+111.0% | Added |
| Widmann Financial Services, Inc. | 750 | $34.0K | 0.03% | +750 | New |
| Oakworth Capital, Inc. | 700 | $33.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 670 | $31.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $28.0K | 0.00% | – | New |
| Proequities, Inc. | 575 | $27.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 517 | $24.0K | 0.01% | +7+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 479 | $22.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 431 | $20.1K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 255 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 252 | $12.0K | 0.00% | +252 | New |
| Bogart Wealth, LLC | 231 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 187 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 142 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 120 | $6.00K | 0.00% | +120 | New |
| Total Clarity Wealth Management, Inc. | 85 | $4.00K | 0.00% | −929−91.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 81 | $4.00K | 0.00% | +1+1.3% | Added |
| Confluence Wealth Services, Inc. | 73 | $3.00K | 0.00% | +73 | New |
| CoreCap Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Concorde Financial Corp | 50 | $2.00K | 0.00% | +50 | New |
| Community Bank of Raymore | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| Nicolet Bankshares Inc | 0 | $0 | 0.00% | −5,910−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,726−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,674−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| BBVA USA | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |