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 2022
Institutional positions in John Hancock Financial Opportunities Fund as of Jun 30, 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
- 66
- −2 vs. Q1 2022
- Shares held
- 4.22M
- +299.9K (+7.7%) vs. Q1 2022
- Total value
- $145.0M
- −$12.6M (−8.0%) vs. Q1 2022
- New holders
- 6
- 23 more added
- Sold out
- 8
- 21 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,660,738 | $61.7M | 0.01% | +23,959+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 397,052 | $14.7M | 0.03% | −9,541−2.3% | Reduced |
| Wells Fargo & Company | 343,476 | $12.8M | 0.00% | −14,755−4.1% | Reduced |
| Janney Montgomery Scott LLC | 255,988 | $9.00M | 0.04% | −761−0.3% | Reduced |
| Bank of America Corp | 187,702 | $6.97M | 0.00% | −3,107−1.6% | Reduced |
| Royal Bank of Canada | 147,424 | $5.47M | 0.00% | −9,003−5.8% | Reduced |
| Raymond James & Associates | 140,312 | $5.21M | 0.01% | +3,550+2.6% | Added |
| North Star Asset Management Inc | 98,888 | $3.67M | 0.24% | −2,530−2.5% | Reduced |
| Fca Corp | 84,918 | $3.15M | 1.24% | +90+0.1% | Added |
| Stifel Financial Corp | 73,364 | $2.72M | 0.00% | +14,952+25.6% | Added |
| Steward Partners Investment Advisory, LLC | 70,998 | $2.64M | 0.05% | +9,044+14.6% | Added |
| LPL Financial LLC | 46,963 | $1.74M | 0.00% | −38,139−44.8% | Reduced |
| Euro Pacific Asset Management, LLC | 330,802 | $1.12M | 0.27% | +330,802 | New |
| UBS Group AG | 27,580 | $1.02M | 0.00% | −2,644−8.7% | Reduced |
| Csenge Advisory Group | 27,416 | $1.02M | 0.09% | +1,313+5.0% | Added |
| Lincoln National Corp | 25,952 | $964.0K | 0.02% | +7,490+40.6% | Added |
| Commonwealth Equity Services, LLC | 23,557 | $874.0K | 0.00% | −24−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 21,438 | $796.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 17,807 | $661.0K | 0.00% | +1,290+7.8% | Added |
| National Asset Management, Inc. | 16,879 | $627.0K | 0.03% | +509+3.1% | Added |
| Mariner, LLC | 14,220 | $528.0K | 0.00% | +3,779+36.2% | Added |
| Atria Wealth Solutions, Inc. | 14,078 | $523.0K | 0.01% | −1,487−9.6% | Reduced |
| Invesco Ltd. | 12,223 | $454.0K | 0.00% | −1,557−11.3% | Reduced |
| Orleans Capital Management Corp | 11,440 | $425.0K | 0.32% | −52−0.5% | Reduced |
| D.A. Davidson & Co. | 10,880 | $404.0K | 0.01% | +11+0.1% | Added |
| Institute for Wealth Management, LLC. | 10,868 | $404.0K | 0.08% | 00.0% | Unchanged |
| Stephens Inc | 10,025 | $372.0K | 0.01% | −100−1.0% | Reduced |
| Ameriprise Financial Inc | 9,542 | $354.0K | 0.00% | −7,326−43.4% | Reduced |
| HighTower Advisors, LLC | 9,513 | $354.0K | 0.00% | +3,028+46.7% | Added |
| Wedbush Securities Inc | 9,518 | $353.0K | 0.02% | +264+2.9% | Added |
| Private Advisor Group, LLC | 9,479 | $352.0K | 0.00% | +868+10.1% | Added |
| J.W. Cole Advisors, Inc. | 9,302 | $345.0K | 0.03% | −434−4.5% | Reduced |
| Avidian Wealth Solutions, LLC | 8,784 | $326.0K | 0.02% | −992−10.1% | Reduced |
| L.M. Kohn & Company | 8,305 | $309.0K | 0.14% | 00.0% | Unchanged |
| Wintrust Investments LLC | 8,318 | $309.0K | 0.04% | +60+0.7% | Added |
| Oppenheimer & Co Inc | 8,057 | $299.0K | 0.01% | +215+2.7% | Added |
| First Republic Investment Management, Inc. | 7,512 | $279.0K | 0.00% | −2,800−27.2% | Reduced |
| Patten Group, Inc. | 7,310 | $263.0K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,604 | $245.0K | 0.02% | +600+10.0% | Added |
| Advisor Group Holdings, Inc. | 6,283 | $233.0K | 0.00% | +270+4.5% | Added |
| Truist Financial Corp | 5,987 | $222.0K | 0.00% | −201−3.2% | Reduced |
| Creative Planning | 5,784 | $215.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,968 | $147.0K | 0.00% | +597+17.7% | Added |
| Tradition Wealth Management, LLC | 2,030 | $75.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,595 | $59.0K | 0.00% | +300+23.2% | Added |
| Heritage Wealth Management, LLC | 1,500 | $55.7K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,048 | $38.9K | 0.00% | −370−26.1% | Reduced |
| Venture Visionary Partners LLC | 850 | $31.6K | 0.00% | +850 | New |
| The PNC Financial Services Group, Inc. | 667 | $24.0K | 0.00% | −1,000−60.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 645 | $24.0K | 0.00% | +565+706.3% | Added |
| Coastal Capital Group, Inc. | 530 | $20.0K | 0.01% | +7+1.3% | Added |
| Private Trust Co NA | 500 | $19.0K | 0.00% | +500 | New |
| TD Private Client Wealth LLC | 431 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 300 | $11.0K | 0.00% | +100+50.0% | Added |
| FourThought Financial, LLC | 255 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 189 | $7.00K | 0.00% | −2,081−91.7% | Reduced |
| Highlander Capital Management, LLC | 187 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 142 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 105 | $3.00K | 0.00% | +105 | New |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Harbour Investments, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −496−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,637−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −2,086−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Concorde Financial Corp | 0 | $0 | 0.00% | −75−100.0% | Sold out |