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 | $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, 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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 25 | $1.00K | 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 |
| Mach-1 Financial Group, Inc. | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $5.00K | 0.00% | −1,430−89.7% | Reduced |
| 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 |
| Bogart Wealth, LLC | 231 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $7.00K | 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 |
| TD Private Client Wealth LLC | 431 | $13.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 539 | $17.0K | 0.00% | +9+1.7% | Added |
| The PNC Financial Services Group, Inc. | 667 | $20.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 645 | $21.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,061 | $33.5K | 0.00% | +13+1.2% | Added |
| Heritage Wealth Management, LLC | 1,500 | $47.0K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 2,000 | $63.0K | 0.13% | +2,000 | New |
| Tradition Wealth Management, LLC | 2,030 | $64.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,392 | $107.0K | 0.00% | +3,250+2,288.7% | Added |
| Allworth Financial LP | 3,512 | $111.0K | 0.00% | −456−11.5% | Reduced |
| Atria Wealth Solutions, Inc. | 6,394 | $201.8K | 0.00% | −7,684−54.6% | Reduced |
| Moors & Cabot, Inc. | 6,604 | $208.0K | 0.02% | 00.0% | Unchanged |
| Patten Group, Inc. | 7,010 | $224.0K | 0.08% | −300−4.1% | Reduced |
| First Republic Investment Management, Inc. | 7,604 | $240.0K | 0.00% | +92+1.2% | Added |
| Avidian Wealth Solutions, LLC | 7,664 | $242.0K | 0.02% | −1,120−12.8% | Reduced |
| Advisor Group Holdings, Inc. | 7,715 | $243.0K | 0.00% | +1,432+22.8% | Added |
| Oppenheimer & Co Inc | 8,054 | $254.0K | 0.01% | −30.0% | Reduced |
| L.M. Kohn & Company | 8,288 | $262.0K | 0.13% | −17−0.2% | Reduced |
| Wintrust Investments LLC | 8,406 | $265.0K | 0.03% | +88+1.1% | Added |
| Mariner, LLC | 8,824 | $278.0K | 0.00% | −5,396−37.9% | Reduced |
| J.W. Cole Advisors, Inc. | 8,865 | $280.0K | 0.02% | −437−4.7% | Reduced |
| Wedbush Securities Inc | 9,358 | $295.0K | 0.02% | −160−1.7% | Reduced |
| HighTower Advisors, LLC | 9,521 | $300.0K | 0.00% | +8+0.1% | Added |
| Ameriprise Financial Inc | 9,753 | $308.0K | 0.00% | +211+2.2% | Added |
| Institute for Wealth Management, LLC. | 10,868 | $343.0K | 0.08% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,893 | $344.0K | 0.00% | +13+0.1% | Added |
| Private Advisor Group, LLC | 10,979 | $347.0K | 0.00% | +1,500+15.8% | Added |
| Orleans Capital Management Corp | 11,440 | $361.0K | 0.30% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,720 | $496.0K | 0.00% | −7,837−33.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,849 | $500.0K | 0.00% | −1,958−11.0% | Reduced |
| National Asset Management, Inc. | 17,808 | $562.0K | 0.02% | +929+5.5% | Added |
| Peapack Gladstone Financial Corp | 21,359 | $674.0K | 0.01% | −79−0.4% | Reduced |
| UBS Group AG | 22,054 | $696.0K | 0.00% | −5,526−20.0% | Reduced |
| Csenge Advisory Group | 28,050 | $885.0K | 0.07% | +634+2.3% | Added |
| Wolverine Asset Management LLC | 28,980 | $914.0K | 0.01% | +28,980 | New |
| Lincoln National Corp | 29,630 | $935.0K | 0.02% | +3,678+14.2% | Added |
| Stephens Inc | 49,142 | $1.55M | 0.03% | +39,117+390.2% | Added |
| LPL Financial LLC | 49,291 | $1.56M | 0.00% | +2,328+5.0% | Added |
| Stifel Financial Corp | 74,310 | $2.35M | 0.00% | +946+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 79,944 | $2.52M | 0.05% | +8,946+12.6% | Added |
| Fca Corp | 85,030 | $2.68M | 1.14% | +112+0.1% | Added |
| North Star Asset Management Inc | 97,438 | $3.08M | 0.21% | −1,450−1.5% | Reduced |
| Raymond James & Associates | 135,417 | $4.27M | 0.00% | −4,895−3.5% | Reduced |
| Royal Bank of Canada | 161,643 | $5.10M | 0.00% | +14,219+9.6% | Added |
| Bank of America Corp | 182,994 | $5.78M | 0.00% | −4,708−2.5% | Reduced |
| Janney Montgomery Scott LLC | 253,976 | $8.02M | 0.03% | −2,012−0.8% | Reduced |
| Wells Fargo & Company | 346,737 | $10.9M | 0.00% | +3,261+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 380,567 | $12.0M | 0.03% | −16,485−4.2% | Reduced |
| Morgan Stanley | 1,719,453 | $54.3M | 0.01% | +58,715+3.5% | Added |
| 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 |