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 | $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, 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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Money Concepts Capital Corp | 104 | $4.00K | 0.00% | +104 | New |
| Rockefeller Capital Management L.P. | 142 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 187 | $8.00K | 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 |
| FinTrust Capital Advisors, LLC | 213 | $9.00K | 0.00% | +213 | New |
| JFS Wealth Advisors, LLC | 252 | $10.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 431 | $17.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 496 | $20.0K | 0.00% | −3,645−88.0% | Reduced |
| Coastal Capital Group, Inc. | 523 | $21.0K | 0.00% | +6+1.2% | Added |
| Huntington National Bank | – | $24.0K | 0.00% | – | – |
| Oakworth Capital, Inc. | 700 | $28.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,295 | $52.0K | 0.00% | +625+93.3% | Added |
| American Portfolios Advisors | 1,418 | $57.0K | 0.00% | +3+0.2% | Added |
| Heritage Wealth Management, LLC | 1,500 | $60.0K | 0.02% | +1,500 | New |
| The PNC Financial Services Group, Inc. | 1,667 | $67.0K | 0.00% | −21,755−92.9% | Reduced |
| Tradition Wealth Management, LLC | 2,030 | $82.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,086 | $84.0K | 0.03% | −14−0.7% | Reduced |
| CWM, LLC | 2,270 | $91.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,637 | $106.0K | 0.00% | +2,637 | New |
| Allworth Financial LP | 3,371 | $136.0K | 0.00% | +1,031+44.1% | Added |
| Creative Planning | 5,784 | $233.0K | 0.00% | −1,766−23.4% | 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 |
| Truist Financial Corp | 6,188 | $249.0K | 0.00% | −3,841−38.3% | Reduced |
| HighTower Advisors, LLC | 6,485 | $260.0K | 0.00% | +6,485 | New |
| Patten Group, Inc. | 7,310 | $294.0K | 0.08% | −30.0% | Reduced |
| Oppenheimer & Co Inc | 7,842 | $315.0K | 0.01% | +261+3.4% | Added |
| Wintrust Investments LLC | 8,258 | $332.0K | 0.03% | −10,433−55.8% | Reduced |
| L.M. Kohn & Company | 8,305 | $334.0K | 0.13% | +8,305 | New |
| Private Advisor Group, LLC | 8,611 | $346.0K | 0.00% | −647−7.0% | Reduced |
| Wedbush Securities Inc | 9,254 | $372.0K | 0.02% | −1,840−16.6% | Reduced |
| J.W. Cole Advisors, Inc. | 9,736 | $391.0K | 0.03% | +57+0.6% | Added |
| Avidian Wealth Solutions, LLC | 9,776 | $393.0K | 0.02% | −130−1.3% | Reduced |
| Stephens Inc | 10,125 | $407.0K | 0.01% | −148−1.4% | Reduced |
| First Republic Investment Management, Inc. | 10,312 | $415.0K | 0.00% | +51+0.5% | Added |
| Mariner, LLC | 10,441 | $420.0K | 0.00% | +10,441 | New |
| 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 |
| Orleans Capital Management Corp | 11,492 | $462.0K | 0.29% | −301−2.6% | Reduced |
| Invesco Ltd. | 13,780 | $554.0K | 0.00% | +112+0.8% | Added |
| Atria Wealth Solutions, Inc. | 15,565 | $626.0K | 0.01% | +15,565 | New |
| National Asset Management, Inc. | 16,370 | $659.0K | 0.02% | −999−5.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,517 | $664.0K | 0.00% | +6,330+62.1% | Added |
| Ameriprise Financial Inc | 16,868 | $678.0K | 0.00% | −4,132−19.7% | Reduced |
| Lincoln National Corp | 18,462 | $742.0K | 0.02% | +18,462 | New |
| Peapack Gladstone Financial Corp | 21,438 | $862.0K | 0.02% | −232−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 23,581 | $947.0K | 0.00% | +492+2.1% | Added |
| Csenge Advisory Group | 26,103 | $1.05M | 0.08% | +15,620+149.0% | Added |
| UBS Group AG | 30,224 | $1.22M | 0.00% | −2,234−6.9% | Reduced |
| Stifel Financial Corp | 58,412 | $2.35M | 0.00% | +504+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 61,954 | $2.49M | 0.04% | +5,319+9.4% | Added |
| Fca Corp | 84,828 | $3.41M | 1.19% | −370.0% | Reduced |
| LPL Financial LLC | 85,102 | $3.42M | 0.00% | +42,617+100.3% | Added |
| North Star Asset Management Inc | 101,418 | $4.08M | 0.22% | −575−0.6% | Reduced |
| Raymond James & Associates | 136,762 | $5.50M | 0.00% | +11,299+9.0% | Added |
| Royal Bank of Canada | 156,427 | $6.29M | 0.00% | +8,766+5.9% | Added |
| Bank of America Corp | 190,809 | $7.67M | 0.00% | +3,346+1.8% | Added |
| Janney Montgomery Scott LLC | 256,749 | $10.3M | 0.04% | −203−0.1% | Reduced |
| Wells Fargo & Company | 358,231 | $14.4M | 0.00% | +72,612+25.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 406,593 | $16.3M | 0.03% | +37,659+10.2% | Added |
| Morgan Stanley | 1,636,779 | $65.8M | 0.01% | +28,649+1.8% | Added |
| 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 |