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 2022
Institutional positions in John Hancock Financial Opportunities Fund as of Mar 31, 2022. 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
- +1 vs. Q4 2021
- Shares held
- 3.92M
- +224.4K (+6.1%) vs. Q4 2021
- Total value
- $157.6M
- −$14.5M (−8.4%) vs. Q4 2021
- New holders
- 10
- 23 more added
- Sold out
- 9
- 22 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,636,779 | $65.8M | 0.01% | +28,649+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 406,593 | $16.3M | 0.03% | +37,659+10.2% | Added |
| Wells Fargo & Company | 358,231 | $14.4M | 0.00% | +72,612+25.4% | Added |
| Janney Montgomery Scott LLC | 256,749 | $10.3M | 0.04% | −203−0.1% | Reduced |
| Bank of America Corp | 190,809 | $7.67M | 0.00% | +3,346+1.8% | Added |
| Royal Bank of Canada | 156,427 | $6.29M | 0.00% | +8,766+5.9% | Added |
| Raymond James & Associates | 136,762 | $5.50M | 0.00% | +11,299+9.0% | Added |
| North Star Asset Management Inc | 101,418 | $4.08M | 0.22% | −575−0.6% | Reduced |
| LPL Financial LLC | 85,102 | $3.42M | 0.00% | +42,617+100.3% | Added |
| Fca Corp | 84,828 | $3.41M | 1.19% | −370.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 61,954 | $2.49M | 0.04% | +5,319+9.4% | Added |
| Stifel Financial Corp | 58,412 | $2.35M | 0.00% | +504+0.9% | Added |
| UBS Group AG | 30,224 | $1.22M | 0.00% | −2,234−6.9% | Reduced |
| Csenge Advisory Group | 26,103 | $1.05M | 0.08% | +15,620+149.0% | Added |
| Commonwealth Equity Services, LLC | 23,581 | $947.0K | 0.00% | +492+2.1% | Added |
| Peapack Gladstone Financial Corp | 21,438 | $862.0K | 0.02% | −232−1.1% | Reduced |
| Lincoln National Corp | 18,462 | $742.0K | 0.02% | +18,462 | New |
| Ameriprise Financial Inc | 16,868 | $678.0K | 0.00% | −4,132−19.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,517 | $664.0K | 0.00% | +6,330+62.1% | Added |
| National Asset Management, Inc. | 16,370 | $659.0K | 0.02% | −999−5.8% | Reduced |
| Atria Wealth Solutions, Inc. | 15,565 | $626.0K | 0.01% | +15,565 | New |
| Invesco Ltd. | 13,780 | $554.0K | 0.00% | +112+0.8% | Added |
| Orleans Capital Management Corp | 11,492 | $462.0K | 0.29% | −301−2.6% | Reduced |
| D.A. Davidson & Co. | 10,869 | $437.0K | 0.00% | +7+0.1% | Added |
| Institute for Wealth Management, LLC. | 10,868 | $437.0K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 10,441 | $420.0K | 0.00% | +10,441 | New |
| First Republic Investment Management, Inc. | 10,312 | $415.0K | 0.00% | +51+0.5% | Added |
| Stephens Inc | 10,125 | $407.0K | 0.01% | −148−1.4% | Reduced |
| Avidian Wealth Solutions, LLC | 9,776 | $393.0K | 0.02% | −130−1.3% | Reduced |
| J.W. Cole Advisors, Inc. | 9,736 | $391.0K | 0.03% | +57+0.6% | Added |
| Wedbush Securities Inc | 9,254 | $372.0K | 0.02% | −1,840−16.6% | Reduced |
| Private Advisor Group, LLC | 8,611 | $346.0K | 0.00% | −647−7.0% | Reduced |
| L.M. Kohn & Company | 8,305 | $334.0K | 0.13% | +8,305 | New |
| Wintrust Investments LLC | 8,258 | $332.0K | 0.03% | −10,433−55.8% | Reduced |
| Oppenheimer & Co Inc | 7,842 | $315.0K | 0.01% | +261+3.4% | Added |
| Patten Group, Inc. | 7,310 | $294.0K | 0.08% | −30.0% | Reduced |
| HighTower Advisors, LLC | 6,485 | $260.0K | 0.00% | +6,485 | New |
| Truist Financial Corp | 6,188 | $249.0K | 0.00% | −3,841−38.3% | Reduced |
| Moors & Cabot, Inc. | 6,004 | $241.0K | 0.01% | −601−9.1% | Reduced |
| Advisor Group Holdings, Inc. | 6,013 | $241.0K | 0.00% | +507+9.2% | Added |
| Creative Planning | 5,784 | $233.0K | 0.00% | −1,766−23.4% | Reduced |
| Allworth Financial LP | 3,371 | $136.0K | 0.00% | +1,031+44.1% | Added |
| Wolverine Asset Management LLC | 2,637 | $106.0K | 0.00% | +2,637 | New |
| CWM, LLC | 2,270 | $91.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,086 | $84.0K | 0.03% | −14−0.7% | Reduced |
| Tradition Wealth Management, LLC | 2,030 | $82.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,667 | $67.0K | 0.00% | −21,755−92.9% | Reduced |
| Heritage Wealth Management, LLC | 1,500 | $60.0K | 0.02% | +1,500 | New |
| American Portfolios Advisors | 1,418 | $57.0K | 0.00% | +3+0.2% | Added |
| Geneos Wealth Management Inc. | 1,295 | $52.0K | 0.00% | +625+93.3% | Added |
| Oakworth Capital, Inc. | 700 | $28.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $24.0K | 0.00% | – | – |
| Coastal Capital Group, Inc. | 523 | $21.0K | 0.00% | +6+1.2% | Added |
| AdvisorNet Financial, Inc | 496 | $20.0K | 0.00% | −3,645−88.0% | Reduced |
| TD Private Client Wealth LLC | 431 | $17.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 252 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $9.00K | 0.00% | +213 | New |
| Highlander Capital Management, LLC | 187 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 142 | $5.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 104 | $4.00K | 0.00% | +104 | New |
| Northwestern Mutual Wealth Management Co | 80 | $3.00K | 0.00% | −1−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concorde Financial Corp | 75 | $3.00K | 0.00% | +25+50.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K | 0.00% | −429−89.6% | Reduced |
| Global Retirement Partners, LLC | 46 | $2.00K | 0.00% | +46 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,483−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −6,743−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −2,418−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |