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, Q3 2022
Institutional positions in John Hancock Financial Opportunities Fund as of Sep 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
- 63
- −3 vs. Q2 2022
- Shares held
- 3.97M
- −247.1K (−5.9%) vs. Q2 2022
- Total value
- $125.4M
- −$19.6M (−13.5%) vs. Q2 2022
- New holders
- 4
- 23 more added
- Sold out
- 7
- 20 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,719,453 | $54.3M | 0.01% | +58,715+3.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 380,567 | $12.0M | 0.03% | −16,485−4.2% | Reduced |
| Wells Fargo & Company | 346,737 | $10.9M | 0.00% | +3,261+0.9% | Added |
| Janney Montgomery Scott LLC | 253,976 | $8.02M | 0.03% | −2,012−0.8% | Reduced |
| Bank of America Corp | 182,994 | $5.78M | 0.00% | −4,708−2.5% | Reduced |
| Royal Bank of Canada | 161,643 | $5.10M | 0.00% | +14,219+9.6% | Added |
| Raymond James & Associates | 135,417 | $4.27M | 0.00% | −4,895−3.5% | Reduced |
| North Star Asset Management Inc | 97,438 | $3.08M | 0.21% | −1,450−1.5% | Reduced |
| Fca Corp | 85,030 | $2.68M | 1.14% | +112+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 79,944 | $2.52M | 0.05% | +8,946+12.6% | Added |
| Stifel Financial Corp | 74,310 | $2.35M | 0.00% | +946+1.3% | Added |
| LPL Financial LLC | 49,291 | $1.56M | 0.00% | +2,328+5.0% | Added |
| Stephens Inc | 49,142 | $1.55M | 0.03% | +39,117+390.2% | Added |
| Lincoln National Corp | 29,630 | $935.0K | 0.02% | +3,678+14.2% | Added |
| Wolverine Asset Management LLC | 28,980 | $914.0K | 0.01% | +28,980 | New |
| Csenge Advisory Group | 28,050 | $885.0K | 0.07% | +634+2.3% | Added |
| UBS Group AG | 22,054 | $696.0K | 0.00% | −5,526−20.0% | Reduced |
| Peapack Gladstone Financial Corp | 21,359 | $674.0K | 0.01% | −79−0.4% | Reduced |
| National Asset Management, Inc. | 17,808 | $562.0K | 0.02% | +929+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,849 | $500.0K | 0.00% | −1,958−11.0% | Reduced |
| Commonwealth Equity Services, LLC | 15,720 | $496.0K | 0.00% | −7,837−33.3% | Reduced |
| Orleans Capital Management Corp | 11,440 | $361.0K | 0.30% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,979 | $347.0K | 0.00% | +1,500+15.8% | Added |
| D.A. Davidson & Co. | 10,893 | $344.0K | 0.00% | +13+0.1% | Added |
| Institute for Wealth Management, LLC. | 10,868 | $343.0K | 0.08% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 9,753 | $308.0K | 0.00% | +211+2.2% | Added |
| HighTower Advisors, LLC | 9,521 | $300.0K | 0.00% | +8+0.1% | Added |
| Wedbush Securities Inc | 9,358 | $295.0K | 0.02% | −160−1.7% | Reduced |
| J.W. Cole Advisors, Inc. | 8,865 | $280.0K | 0.02% | −437−4.7% | Reduced |
| Mariner, LLC | 8,824 | $278.0K | 0.00% | −5,396−37.9% | Reduced |
| Wintrust Investments LLC | 8,406 | $265.0K | 0.03% | +88+1.1% | Added |
| L.M. Kohn & Company | 8,288 | $262.0K | 0.13% | −17−0.2% | Reduced |
| Oppenheimer & Co Inc | 8,054 | $254.0K | 0.01% | −30.0% | Reduced |
| Advisor Group Holdings, Inc. | 7,715 | $243.0K | 0.00% | +1,432+22.8% | Added |
| Avidian Wealth Solutions, LLC | 7,664 | $242.0K | 0.02% | −1,120−12.8% | Reduced |
| First Republic Investment Management, Inc. | 7,604 | $240.0K | 0.00% | +92+1.2% | Added |
| Patten Group, Inc. | 7,010 | $224.0K | 0.08% | −300−4.1% | Reduced |
| Moors & Cabot, Inc. | 6,604 | $208.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 6,394 | $201.8K | 0.00% | −7,684−54.6% | Reduced |
| Allworth Financial LP | 3,512 | $111.0K | 0.00% | −456−11.5% | Reduced |
| Rockefeller Capital Management L.P. | 3,392 | $107.0K | 0.00% | +3,250+2,288.7% | Added |
| Tradition Wealth Management, LLC | 2,030 | $64.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 2,000 | $63.0K | 0.13% | +2,000 | New |
| Heritage Wealth Management, LLC | 1,500 | $47.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,061 | $33.5K | 0.00% | +13+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 645 | $21.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 667 | $20.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 539 | $17.0K | 0.00% | +9+1.7% | Added |
| Private Trust Co NA | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 431 | $13.6K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 255 | $8.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 257 | $8.00K | 0.00% | +68+36.0% | Added |
| Bogart Wealth, LLC | 231 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 200 | $6.00K | 0.00% | −100−33.3% | Reduced |
| Highlander Capital Management, LLC | 187 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $6.00K | 0.00% | +125+271.7% | Added |
| Geneos Wealth Management Inc. | 165 | $5.00K | 0.00% | −1,430−89.7% | Reduced |
| Mach-1 Financial Group, Inc. | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concorde Financial Corp | 75 | $2.00K | 0.00% | +75 | New |
| Harbour Investments, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Euro Pacific Asset Management, LLC | 0 | $0 | 0.00% | −330,802−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −12,223−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −5,987−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −5,784−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |