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 | $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, 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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Concorde Financial Corp | 50 | $2.00K | 0.00% | +50 | New |
| Confluence Wealth Services, Inc. | 73 | $3.00K | 0.00% | +73 | 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 |
| Rockefeller Capital Management L.P. | 142 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 120 | $6.00K | 0.00% | +120 | New |
| Sargent Bickham Lagudis LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 187 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $11.0K | 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 |
| TD Private Client Wealth LLC | 431 | $20.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 479 | $22.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 517 | $24.0K | 0.01% | +7+1.4% | Added |
| Proequities, Inc. | 575 | $27.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $28.0K | 0.00% | – | New |
| Geneos Wealth Management Inc. | 670 | $31.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 700 | $33.0K | 0.00% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 750 | $34.0K | 0.03% | +750 | New |
| Carroll Financial Associates, Inc. | 865 | $37.0K | 0.00% | +455+111.0% | Added |
| American Portfolios Advisors | 1,415 | $65.9K | 0.00% | +369+35.3% | Added |
| Tradition Wealth Management, LLC | 2,030 | $95.0K | 0.01% | +2,030 | New |
| Bedel Financial Consulting, Inc. | 2,100 | $98.0K | 0.03% | +2,100 | New |
| CWM, LLC | 2,270 | $106.0K | 0.00% | +2,270 | New |
| Allworth Financial LP | 2,340 | $109.0K | 0.00% | +27+1.2% | Added |
| Centaurus Financial, Inc. | 2,418 | $113.0K | 0.01% | +53+2.2% | Added |
| AdvisorNet Financial, Inc | 4,141 | $193.0K | 0.01% | +7+0.2% | Added |
| Advisor Group Holdings, Inc. | 5,506 | $257.0K | 0.00% | +1,541+38.9% | Added |
| Moors & Cabot, Inc. | 6,605 | $308.0K | 0.02% | −600−8.3% | Reduced |
| Camden Capital, LLC | 6,743 | $314.0K | 0.07% | +6,743 | New |
| Patten Group, Inc. | 7,313 | $341.0K | 0.09% | −983−11.8% | Reduced |
| Creative Planning | 7,550 | $352.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 7,581 | $353.0K | 0.01% | +46+0.6% | Added |
| Csenge Advisory Group | 10,483 | $400.0K | 0.04% | −15,172−59.1% | Reduced |
| Private Advisor Group, LLC | 9,258 | $431.0K | 0.00% | −266−2.8% | Reduced |
| J.W. Cole Advisors, Inc. | 9,679 | $451.0K | 0.03% | +926+10.6% | Added |
| Avidian Wealth Solutions, LLC | 9,906 | $462.0K | 0.03% | +9,906 | New |
| Truist Financial Corp | 10,029 | $467.0K | 0.00% | −1,245−11.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,187 | $475.0K | 0.00% | +239+2.4% | Added |
| First Republic Investment Management, Inc. | 10,261 | $478.0K | 0.00% | +555+5.7% | Added |
| Stephens Inc | 10,273 | $479.0K | 0.01% | +400+4.1% | Added |
| Millennium Management LLC | 10,483 | $488.0K | 0.00% | +10,483 | New |
| 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 |
| Wedbush Securities Inc | 11,094 | $517.0K | 0.02% | +1,100+11.0% | Added |
| Orleans Capital Management Corp | 11,793 | $549.0K | 0.31% | +518+4.6% | Added |
| Invesco Ltd. | 13,668 | $637.0K | 0.00% | +208+1.5% | Added |
| NEXT Financial Group, Inc | 15,528 | $724.0K | 0.05% | +2,360+17.9% | Added |
| National Asset Management, Inc. | 17,369 | $810.0K | 0.02% | +1,453+9.1% | Added |
| Wintrust Investments LLC | 18,691 | $871.0K | 0.08% | −12−0.1% | Reduced |
| Ameriprise Financial Inc | 21,000 | $998.0K | 0.00% | −7,589−26.5% | Reduced |
| Peapack Gladstone Financial Corp | 21,670 | $1.01M | 0.02% | −250−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 23,089 | $1.07M | 0.00% | +2,219+10.6% | Added |
| The PNC Financial Services Group, Inc. | 23,422 | $1.09M | 0.00% | +667+2.9% | Added |
| UBS Group AG | 32,458 | $1.51M | 0.00% | −2,780−7.9% | Reduced |
| LPL Financial LLC | 42,485 | $1.98M | 0.00% | +636+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 56,635 | $2.64M | 0.04% | +198+0.4% | Added |
| Stifel Financial Corp | 57,908 | $2.70M | 0.00% | +19,621+51.2% | Added |
| Fca Corp | 84,865 | $3.95M | 1.35% | −9,713−10.3% | Reduced |
| North Star Asset Management Inc | 101,993 | $4.75M | 0.24% | −8,475−7.7% | Reduced |
| Raymond James & Associates | 125,463 | $5.84M | 0.00% | +8,838+7.6% | Added |
| Royal Bank of Canada | 147,661 | $6.88M | 0.00% | +12,237+9.0% | Added |
| Bank of America Corp | 187,463 | $8.73M | 0.00% | +10,251+5.8% | Added |
| Janney Montgomery Scott LLC | 256,952 | $12.0M | 0.05% | +6,038+2.4% | Added |
| Wells Fargo & Company | 285,619 | $13.3M | 0.00% | −12,295−4.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 368,934 | $17.2M | 0.03% | −1,177−0.3% | Reduced |
| Morgan Stanley | 1,608,130 | $74.9M | 0.01% | +44,963+2.9% | Added |
| 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 |