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 | $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, 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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 574 | $19 | 0.00% | +574 | New |
| Huntington National Bank | – | $33 | 0.00% | – | New |
| Private Advisor Group, LLC | 11,373 | $379 | 0.00% | +394+3.6% | Added |
| Harbour Investments, Inc. | 25 | $833 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concorde Financial Corp | 75 | $2.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $5.50K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $5.70K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 187 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 200 | $6.66K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 210 | $7.00K | 0.00% | +210 | New |
| FinTrust Capital Advisors, LLC | 213 | $7.09K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $7.70K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 431 | $14.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $16.7K | 0.00% | +500 | New |
| Private Trust Co NA | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 514 | $17.0K | 0.00% | +257+100.0% | Added |
| Coastal Capital Group, Inc. | 539 | $17.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 667 | $22.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,195 | $39.8K | 0.00% | +550+85.3% | Added |
| Advisory Services Network, LLC | 2,186 | $72.8K | 0.00% | +2,186 | New |
| Allworth Financial LP | 3,260 | $108.6K | 0.00% | −252−7.2% | Reduced |
| Rockefeller Capital Management L.P. | 3,592 | $119.0K | 0.00% | +200+5.9% | Added |
| Elequin Capital LP | 6,977 | $232.4K | 0.07% | +6,977 | New |
| V Wealth Advisors LLC | 7,202 | $239.9K | 0.05% | +7,202 | New |
| Wintrust Investments LLC | 7,254 | $242.0K | 0.03% | −1,152−13.7% | Reduced |
| Redwood Wealth Management Group, LLC | 7,329 | $244.1K | 0.30% | +7,329 | New |
| First Republic Investment Management, Inc. | 7,653 | $254.9K | 0.00% | +49+0.6% | Added |
| Avidian Wealth Solutions, LLC | 7,664 | $255.3K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,120 | $270.5K | 0.01% | +66+0.8% | Added |
| Mariner, LLC | 8,824 | $294.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 8,953 | $298.2K | 0.02% | +88+1.0% | Added |
| L.M. Kohn & Company | 8,989 | $299.4K | 0.14% | +701+8.5% | Added |
| HighTower Advisors, LLC | 9,097 | $303.0K | 0.00% | −424−4.5% | Reduced |
| Wedbush Securities Inc | 9,373 | $312.0K | 0.02% | +15+0.2% | Added |
| D.A. Davidson & Co. | 10,555 | $351.6K | 0.00% | −338−3.1% | Reduced |
| Stephens Inc | 10,775 | $358.9K | 0.01% | −38,367−78.1% | Reduced |
| Ameriprise Financial Inc | 10,783 | $360.0K | 0.00% | +1,030+10.6% | Added |
| Institute for Wealth Management, LLC. | 10,868 | $362.0K | 0.08% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 11,440 | $381.1K | 0.29% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,862 | $427.8K | 0.00% | +5,147+66.7% | Added |
| National Asset Management, Inc. | 16,629 | $555.1K | 0.02% | −1,179−6.6% | Reduced |
| Commonwealth Equity Services, LLC | 19,107 | $636.0K | 0.00% | +3,387+21.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 20,231 | $674.0K | 0.00% | +4,382+27.6% | Added |
| Peapack Gladstone Financial Corp | 21,359 | $711.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 21,862 | $728.2K | 0.00% | −192−0.9% | Reduced |
| DFPG Investments, LLC | 20,645 | $748.2K | 0.12% | +20,645 | New |
| Csenge Advisory Group | 26,949 | $897.7K | 0.07% | −1,101−3.9% | Reduced |
| Lincoln National Corp | 31,296 | $1.04M | 0.02% | +1,666+5.6% | Added |
| Wolverine Asset Management LLC | 33,184 | $1.11M | 0.02% | +4,204+14.5% | Added |
| LPL Financial LLC | 49,458 | $1.65M | 0.00% | +167+0.3% | Added |
| Stifel Financial Corp | 82,554 | $2.75M | 0.00% | +8,244+11.1% | Added |
| Fca Corp | 85,842 | $2.86M | 1.15% | +812+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 87,429 | $2.91M | 0.05% | +7,485+9.4% | Added |
| North Star Asset Management Inc | 96,495 | $3.21M | 0.20% | −943−1.0% | Reduced |
| Raymond James & Associates | 151,664 | $5.05M | 0.00% | +16,247+12.0% | Added |
| Royal Bank of Canada | 153,073 | $5.10M | 0.00% | −8,570−5.3% | Reduced |
| Bank of America Corp | 181,419 | $6.04M | 0.00% | −1,575−0.9% | Reduced |
| Janney Montgomery Scott LLC | 221,119 | $7.37M | 0.03% | −32,857−12.9% | Reduced |
| Wells Fargo & Company | 369,231 | $12.3M | 0.00% | +22,494+6.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 400,373 | $13.3M | 0.03% | +19,806+5.2% | Added |
| Morgan Stanley | 1,606,645 | $53.5M | 0.01% | −112,808−6.6% | Reduced |
| 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 |