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, Q1 2023
Institutional positions in John Hancock Financial Opportunities Fund as of Mar 31, 2023. 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
- 68
- +8 vs. Q4 2022
- Shares held
- 3.99M
- +99.9K (+2.6%) vs. Q4 2022
- Total value
- $121.8M
- −$7.38M (−5.7%) vs. Q4 2022
- New holders
- 14
- 26 more added
- Sold out
- 6
- 14 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,517,727 | $46.4M | 0.00% | −88,918−5.5% | Reduced |
| Wells Fargo & Company | 456,482 | $13.9M | 0.00% | +87,251+23.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 429,635 | $13.1M | 0.02% | +29,262+7.3% | Added |
| Janney Montgomery Scott LLC | 241,717 | $7.38M | 0.03% | +20,598+9.3% | Added |
| Raymond James & Associates | 187,549 | $5.73M | 0.00% | +35,885+23.7% | Added |
| Bank of America Corp | 168,611 | $5.15M | 0.00% | −12,808−7.1% | Reduced |
| Royal Bank of Canada | 125,604 | $3.84M | 0.00% | −27,469−17.9% | Reduced |
| North Star Asset Management Inc | 93,820 | $2.87M | 0.17% | −2,675−2.8% | Reduced |
| Stifel Financial Corp | 90,943 | $2.78M | 0.00% | +8,389+10.2% | Added |
| Fca Corp | 87,511 | $2.67M | 1.00% | +1,669+1.9% | Added |
| Steward Partners Investment Advisory, LLC | 70,644 | $2.16M | 0.03% | −16,785−19.2% | Reduced |
| LPL Financial LLC | 52,126 | $1.59M | 0.00% | +2,668+5.4% | Added |
| Stephens Inc | 47,353 | $1.45M | 0.03% | +36,578+339.5% | Added |
| Lincoln National Corp | 37,022 | $1.13M | 0.02% | +5,726+18.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 25,944 | $792.0K | 0.00% | +5,713+28.2% | Added |
| JPMorgan Chase & Co | 24,025 | $734.0K | 0.00% | +24,025 | New |
| UBS Group AG | 23,096 | $705.4K | 0.00% | +1,234+5.6% | Added |
| Peapack Gladstone Financial Corp | 21,359 | $652.0K | 0.01% | 00.0% | Unchanged |
| DFPG Investments, LLC | 17,945 | $548.0K | 0.06% | −2,700−13.1% | Reduced |
| National Asset Management, Inc. | 17,491 | $534.2K | 0.01% | +862+5.2% | Added |
| Commonwealth Equity Services, LLC | 15,495 | $473.0K | 0.00% | −3,612−18.9% | Reduced |
| Atria Wealth Solutions, Inc. | 14,543 | $444.2K | 0.01% | +14,543 | New |
| D.A. Davidson & Co. | 14,117 | $431.2K | 0.00% | +3,562+33.7% | Added |
| Advisory Services Network, LLC | 13,674 | $417.6K | 0.01% | +11,488+525.5% | Added |
| Aurora Investment Counsel | 11,348 | $346.6K | 0.23% | +11,348 | New |
| Orleans Capital Management Corp | 11,207 | $342.3K | 0.25% | −233−2.0% | Reduced |
| Advisor Group Holdings, Inc. | 11,026 | $336.8K | 0.00% | −1,836−14.3% | Reduced |
| Institute for Wealth Management, LLC. | 10,868 | $331.9K | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,665 | $326.0K | 0.00% | +1,568+17.2% | Added |
| Ameriprise Financial Inc | 10,222 | $312.2K | 0.00% | −561−5.2% | Reduced |
| Invesco Ltd. | 10,159 | $310.3K | 0.00% | +10,159 | New |
| Wedbush Securities Inc | 9,788 | $299.0K | 0.01% | +415+4.4% | Added |
| Mariner, LLC | 9,744 | $298.0K | 0.00% | +920+10.4% | Added |
| Oppenheimer & Co Inc | 8,947 | $273.2K | 0.01% | +827+10.2% | Added |
| L.M. Kohn & Company | 8,749 | $267.2K | 0.11% | −240−2.7% | Reduced |
| First Republic Investment Management, Inc. | 8,585 | $262.2K | 0.00% | +932+12.2% | Added |
| The PNC Financial Services Group, Inc. | 8,067 | $246.4K | 0.00% | +7,400+1,109.4% | Added |
| J.W. Cole Advisors, Inc. | 7,964 | $243.2K | 0.02% | −989−11.0% | Reduced |
| Csenge Advisory Group | 7,812 | $238.6K | 0.02% | −19,137−71.0% | Reduced |
| Avidian Wealth Solutions, LLC | 7,664 | $234.1K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 7,329 | $223.8K | 0.25% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 7,202 | $219.9K | 0.04% | 00.0% | Unchanged |
| Wintrust Investments LLC | 6,938 | $212.0K | 0.03% | −316−4.4% | Reduced |
| Formidable Asset Management, LLC | 6,610 | $199.0K | 0.04% | +6,610 | New |
| Allworth Financial LP | 3,312 | $101.1K | 0.00% | +52+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,785 | $54.5K | 0.00% | +590+49.4% | Added |
| Signaturefd, LLC | 1,000 | $30.5K | 0.00% | +1,000 | New |
| Spire Wealth Management | 850 | $26.0K | 0.00% | +850 | New |
| Thompson Investment Management, Inc. | 649 | $19.8K | 0.00% | +649 | New |
| CWM, LLC | 589 | $18.0K | 0.00% | +75+14.6% | Added |
| GWM Advisors LLC | 576 | $17.6K | 0.00% | +2+0.3% | Added |
| Coastal Capital Group, Inc. | 561 | $17.1K | 0.00% | +22+4.1% | Added |
| Private Trust Co NA | 500 | $15.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 431 | $13.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $7.10K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $7.05K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $6.08K | 0.00% | +150 | New |
| Highlander Capital Management, LLC | 187 | $6.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 176 | $5.38K | 0.00% | +176 | New |
| Geneos Wealth Management Inc. | 165 | $5.04K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $4.46K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $3.82K | 0.00% | +100+400.0% | Added |
| Toth Financial Advisory Corp | 105 | $3.21K | 0.00% | +105 | New |
| Mach-1 Financial Group, Inc. | 105 | $3.21K | 0.02% | +105 | New |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 26 | $794 | 0.00% | +26 | New |
| Belpointe Asset Management LLC | 12 | $366 | 0.00% | +12 | New |
| Huntington National Bank | – | $31 | 0.00% | – | – |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −33,184−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −6,977−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Concorde Financial Corp | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −11,373−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |