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, Q4 2022
Institutional positions in John Hancock Financial Opportunities Fund as of Dec 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
- 62
- +1 vs. Q3 2022
- Shares held
- 3.89M
- −82.4K (−2.1%) vs. Q3 2022
- Total value
- $129.2M
- +$3.86M (+3.1%) vs. Q3 2022
- New holders
- 9
- 22 more added
- Sold out
- 8
- 13 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,606,645 | $53.5M | 0.01% | −112,808−6.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 400,373 | $13.3M | 0.03% | +19,806+5.2% | Added |
| Wells Fargo & Company | 369,231 | $12.3M | 0.00% | +22,494+6.5% | Added |
| Janney Montgomery Scott LLC | 221,119 | $7.37M | 0.03% | −32,857−12.9% | Reduced |
| Bank of America Corp | 181,419 | $6.04M | 0.00% | −1,575−0.9% | Reduced |
| Royal Bank of Canada | 153,073 | $5.10M | 0.00% | −8,570−5.3% | Reduced |
| Raymond James & Associates | 151,664 | $5.05M | 0.00% | +16,247+12.0% | Added |
| North Star Asset Management Inc | 96,495 | $3.21M | 0.20% | −943−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 87,429 | $2.91M | 0.05% | +7,485+9.4% | Added |
| Fca Corp | 85,842 | $2.86M | 1.15% | +812+1.0% | Added |
| Stifel Financial Corp | 82,554 | $2.75M | 0.00% | +8,244+11.1% | Added |
| LPL Financial LLC | 49,458 | $1.65M | 0.00% | +167+0.3% | Added |
| Wolverine Asset Management LLC | 33,184 | $1.11M | 0.02% | +4,204+14.5% | Added |
| Lincoln National Corp | 31,296 | $1.04M | 0.02% | +1,666+5.6% | Added |
| Csenge Advisory Group | 26,949 | $897.7K | 0.07% | −1,101−3.9% | Reduced |
| DFPG Investments, LLC | 20,645 | $748.2K | 0.12% | +20,645 | New |
| UBS Group AG | 21,862 | $728.2K | 0.00% | −192−0.9% | Reduced |
| Peapack Gladstone Financial Corp | 21,359 | $711.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,231 | $674.0K | 0.00% | +4,382+27.6% | Added |
| Commonwealth Equity Services, LLC | 19,107 | $636.0K | 0.00% | +3,387+21.5% | Added |
| National Asset Management, Inc. | 16,629 | $555.1K | 0.02% | −1,179−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 12,862 | $427.8K | 0.00% | +5,147+66.7% | Added |
| Orleans Capital Management Corp | 11,440 | $381.1K | 0.29% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,868 | $362.0K | 0.08% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,783 | $360.0K | 0.00% | +1,030+10.6% | Added |
| Stephens Inc | 10,775 | $358.9K | 0.01% | −38,367−78.1% | Reduced |
| D.A. Davidson & Co. | 10,555 | $351.6K | 0.00% | −338−3.1% | Reduced |
| Wedbush Securities Inc | 9,373 | $312.0K | 0.02% | +15+0.2% | Added |
| HighTower Advisors, LLC | 9,097 | $303.0K | 0.00% | −424−4.5% | Reduced |
| L.M. Kohn & Company | 8,989 | $299.4K | 0.14% | +701+8.5% | Added |
| J.W. Cole Advisors, Inc. | 8,953 | $298.2K | 0.02% | +88+1.0% | Added |
| Mariner, LLC | 8,824 | $294.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,120 | $270.5K | 0.01% | +66+0.8% | Added |
| Avidian Wealth Solutions, LLC | 7,664 | $255.3K | 0.02% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 7,653 | $254.9K | 0.00% | +49+0.6% | Added |
| Redwood Wealth Management Group, LLC | 7,329 | $244.1K | 0.30% | +7,329 | New |
| Wintrust Investments LLC | 7,254 | $242.0K | 0.03% | −1,152−13.7% | Reduced |
| V Wealth Advisors LLC | 7,202 | $239.9K | 0.05% | +7,202 | New |
| Elequin Capital LP | 6,977 | $232.4K | 0.07% | +6,977 | New |
| Rockefeller Capital Management L.P. | 3,592 | $119.0K | 0.00% | +200+5.9% | Added |
| Allworth Financial LP | 3,260 | $108.6K | 0.00% | −252−7.2% | Reduced |
| Advisory Services Network, LLC | 2,186 | $72.8K | 0.00% | +2,186 | New |
| Northwestern Mutual Wealth Management Co | 1,195 | $39.8K | 0.00% | +550+85.3% | Added |
| The PNC Financial Services Group, Inc. | 667 | $22.2K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 539 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 514 | $17.0K | 0.00% | +257+100.0% | Added |
| CoreCap Advisors, LLC | 500 | $16.7K | 0.00% | +500 | New |
| TD Private Client Wealth LLC | 431 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $7.70K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $7.09K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 210 | $7.00K | 0.00% | +210 | New |
| Sargent Bickham Lagudis LLC | 200 | $6.66K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 187 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $5.70K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $5.50K | 0.00% | 00.0% | Unchanged |
| Concorde Financial Corp | 75 | $2.37K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25 | $833 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,373 | $379 | 0.00% | +394+3.6% | Added |
| Huntington National Bank | – | $33 | 0.00% | – | New |
| GWM Advisors LLC | 574 | $19 | 0.00% | +574 | New |
| Patten Group, Inc. | 0 | $0 | 0.00% | −7,010−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −6,604−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −6,394−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −2,030−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |