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 | $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, 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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 25 | $1.00K | 0.00% | +25 | 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 |
| 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 |
| Rockefeller Capital Management L.P. | 142 | $5.00K | 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 |
| FinTrust Capital Advisors, LLC | 213 | $8.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 255 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 300 | $11.0K | 0.00% | +100+50.0% | Added |
| TD Private Client Wealth LLC | 431 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 500 | $19.0K | 0.00% | +500 | New |
| Coastal Capital Group, Inc. | 530 | $20.0K | 0.01% | +7+1.3% | Added |
| 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 |
| Venture Visionary Partners LLC | 850 | $31.6K | 0.00% | +850 | New |
| American Portfolios Advisors | 1,048 | $38.9K | 0.00% | −370−26.1% | Reduced |
| Heritage Wealth Management, LLC | 1,500 | $55.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,595 | $59.0K | 0.00% | +300+23.2% | Added |
| Tradition Wealth Management, LLC | 2,030 | $75.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,968 | $147.0K | 0.00% | +597+17.7% | Added |
| Creative Planning | 5,784 | $215.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 5,987 | $222.0K | 0.00% | −201−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 6,283 | $233.0K | 0.00% | +270+4.5% | Added |
| Moors & Cabot, Inc. | 6,604 | $245.0K | 0.02% | +600+10.0% | Added |
| Patten Group, Inc. | 7,310 | $263.0K | 0.08% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 7,512 | $279.0K | 0.00% | −2,800−27.2% | Reduced |
| Oppenheimer & Co Inc | 8,057 | $299.0K | 0.01% | +215+2.7% | Added |
| 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 |
| Avidian Wealth Solutions, LLC | 8,784 | $326.0K | 0.02% | −992−10.1% | Reduced |
| J.W. Cole Advisors, Inc. | 9,302 | $345.0K | 0.03% | −434−4.5% | Reduced |
| Private Advisor Group, LLC | 9,479 | $352.0K | 0.00% | +868+10.1% | Added |
| Wedbush Securities Inc | 9,518 | $353.0K | 0.02% | +264+2.9% | Added |
| 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 |
| Stephens Inc | 10,025 | $372.0K | 0.01% | −100−1.0% | 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 |
| Orleans Capital Management Corp | 11,440 | $425.0K | 0.32% | −52−0.5% | Reduced |
| Invesco Ltd. | 12,223 | $454.0K | 0.00% | −1,557−11.3% | Reduced |
| Atria Wealth Solutions, Inc. | 14,078 | $523.0K | 0.01% | −1,487−9.6% | Reduced |
| Mariner, LLC | 14,220 | $528.0K | 0.00% | +3,779+36.2% | Added |
| National Asset Management, Inc. | 16,879 | $627.0K | 0.03% | +509+3.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,807 | $661.0K | 0.00% | +1,290+7.8% | Added |
| Peapack Gladstone Financial Corp | 21,438 | $796.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 23,557 | $874.0K | 0.00% | −24−0.1% | Reduced |
| Lincoln National Corp | 25,952 | $964.0K | 0.02% | +7,490+40.6% | Added |
| Csenge Advisory Group | 27,416 | $1.02M | 0.09% | +1,313+5.0% | Added |
| UBS Group AG | 27,580 | $1.02M | 0.00% | −2,644−8.7% | Reduced |
| Euro Pacific Asset Management, LLC | 330,802 | $1.12M | 0.27% | +330,802 | New |
| LPL Financial LLC | 46,963 | $1.74M | 0.00% | −38,139−44.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 70,998 | $2.64M | 0.05% | +9,044+14.6% | Added |
| Stifel Financial Corp | 73,364 | $2.72M | 0.00% | +14,952+25.6% | Added |
| Fca Corp | 84,918 | $3.15M | 1.24% | +90+0.1% | Added |
| North Star Asset Management Inc | 98,888 | $3.67M | 0.24% | −2,530−2.5% | Reduced |
| Raymond James & Associates | 140,312 | $5.21M | 0.01% | +3,550+2.6% | Added |
| Royal Bank of Canada | 147,424 | $5.47M | 0.00% | −9,003−5.8% | Reduced |
| Bank of America Corp | 187,702 | $6.97M | 0.00% | −3,107−1.6% | Reduced |
| Janney Montgomery Scott LLC | 255,988 | $9.00M | 0.04% | −761−0.3% | Reduced |
| Wells Fargo & Company | 343,476 | $12.8M | 0.00% | −14,755−4.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 397,052 | $14.7M | 0.03% | −9,541−2.3% | Reduced |
| Morgan Stanley | 1,660,738 | $61.7M | 0.01% | +23,959+1.5% | Added |
| 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 |