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, Q2 2023
Institutional positions in John Hancock Financial Opportunities Fund as of Jun 30, 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
- 66
- −2 vs. Q1 2023
- Shares held
- 3.63M
- −359.8K (−9.0%) vs. Q1 2023
- Total value
- $97.3M
- −$24.4M (−20.1%) vs. Q1 2023
- New holders
- 9
- 21 more added
- Sold out
- 11
- 22 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,324,392 | $35.5M | 0.00% | −193,335−12.7% | Reduced |
| Wells Fargo & Company | 532,014 | $14.3M | 0.00% | +75,532+16.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 393,884 | $10.6M | 0.02% | −35,751−8.3% | Reduced |
| Janney Montgomery Scott LLC | 214,000 | $5.74M | 0.02% | −27,717−11.5% | Reduced |
| Royal Bank of Canada | 136,200 | $3.65M | 0.00% | +10,596+8.4% | Added |
| Raymond James & Associates | 117,625 | $3.15M | 0.00% | −69,924−37.3% | Reduced |
| North Star Asset Management Inc | 90,307 | $2.42M | 0.13% | −3,513−3.7% | Reduced |
| Fca Corp | 87,495 | $2.35M | 0.87% | −160.0% | Reduced |
| Stifel Financial Corp | 86,023 | $2.31M | 0.00% | −4,920−5.4% | Reduced |
| Aurora Investment Counsel | 78,403 | $2.10M | 1.35% | +67,055+590.9% | Added |
| LPL Financial LLC | 64,984 | $1.74M | 0.00% | +12,858+24.7% | Added |
| Bank of America Corp | 44,553 | $1.19M | 0.00% | −124,058−73.6% | Reduced |
| Lincoln National Corp | 40,815 | $1.09M | 0.02% | +3,793+10.2% | Added |
| Stephens Inc | 35,864 | $961.9K | 0.02% | −11,489−24.3% | Reduced |
| UBS Group AG | 30,251 | $811.3K | 0.00% | +7,155+31.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,605 | $767.0K | 0.00% | +2,661+10.3% | Added |
| Peapack Gladstone Financial Corp | 21,358 | $573.0K | 0.01% | −10.0% | Reduced |
| Thrivent Financial for Lutherans | 18,480 | $495.0K | 0.00% | +18,480 | New |
| National Asset Management, Inc. | 17,397 | $467.5K | 0.01% | −94−0.5% | Reduced |
| Oppenheimer & Co Inc | 16,460 | $441.5K | 0.01% | +7,513+84.0% | Added |
| Advisory Services Network, LLC | 16,281 | $436.7K | 0.01% | +2,607+19.1% | Added |
| DFPG Investments, LLC | 13,795 | $416.6K | 0.04% | −4,150−23.1% | Reduced |
| D.A. Davidson & Co. | 14,783 | $396.5K | 0.00% | +666+4.7% | Added |
| Commonwealth Equity Services, LLC | 14,409 | $386.0K | 0.00% | −1,086−7.0% | Reduced |
| Advisor Group Holdings, Inc. | 14,351 | $384.9K | 0.00% | +3,325+30.2% | Added |
| Atria Wealth Solutions, Inc. | 13,285 | $356.3K | 0.00% | −1,258−8.7% | Reduced |
| All Season Financial Advisors, Inc. | 12,462 | $334.2K | 0.30% | +12,462 | New |
| Institute for Wealth Management, LLC. | 10,868 | $291.5K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 10,464 | $280.6K | 0.02% | +2,800+36.5% | Added |
| Formidable Asset Management, LLC | 10,410 | $279.0K | 0.06% | +3,800+57.5% | Added |
| Steward Partners Investment Advisory, LLC | 10,298 | $276.2K | 0.00% | −60,346−85.4% | Reduced |
| Invesco Ltd. | 10,210 | $273.8K | 0.00% | +51+0.5% | Added |
| Ameriprise Financial Inc | 9,794 | $262.7K | 0.00% | −428−4.2% | Reduced |
| Samalin Investment Counsel, LLC | 9,365 | $251.2K | 0.14% | +9,365 | New |
| L.M. Kohn & Company | 9,241 | $247.8K | 0.09% | +492+5.6% | Added |
| HighTower Advisors, LLC | 9,097 | $245.0K | 0.00% | −1,568−14.7% | Reduced |
| Mariner, LLC | 8,575 | $230.0K | 0.00% | −1,169−12.0% | Reduced |
| First Republic Investment Management, Inc. | 8,373 | $224.6K | 0.00% | −212−2.5% | Reduced |
| Wedbush Securities Inc | 8,060 | $216.0K | 0.01% | −1,728−17.7% | Reduced |
| Private Advisor Group, LLC | 7,759 | $208.1K | 0.00% | +7,759 | New |
| The PNC Financial Services Group, Inc. | 7,717 | $207.0K | 0.00% | −350−4.3% | Reduced |
| Mendota Financial Group, LLC | 4,485 | $120.3K | 0.14% | +4,485 | New |
| Allworth Financial LP | 3,373 | $90.5K | 0.00% | +61+1.8% | Added |
| Highlander Capital Management, LLC | 1,900 | $51.0K | 0.02% | +1,713+916.0% | Added |
| Spire Wealth Management | 1,308 | $35.1K | 0.00% | +458+53.9% | Added |
| Signaturefd, LLC | 1,000 | $26.8K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 944 | $25.3K | 0.01% | +944 | New |
| Thompson Investment Management, Inc. | 649 | $17.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 645 | $17.3K | 0.00% | −1,140−63.9% | Reduced |
| CWM, LLC | 589 | $16.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 576 | $15.4K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 572 | $15.4K | 0.00% | +11+2.0% | Added |
| Toth Financial Advisory Corp | 505 | $13.5K | 0.00% | +400+381.0% | Added |
| Private Trust Co NA | 500 | $13.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 431 | $11.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $7.10K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $6.20K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $5.12K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 180 | $4.83K | 0.00% | +4+2.3% | Added |
| Global Retirement Partners, LLC | 171 | $4.59K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $4.42K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $3.35K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 75 | $2.01K | 0.00% | +75 | New |
| Tower Research Capital LLC (TRC) | 5 | $134 | 0.00% | +5 | New |
| Huntington National Bank | – | $27 | 0.00% | – | – |
| FMR LLC | 1 | $27 | 0.00% | +1 | New |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −24,025−100.0% | Sold out |
| Orleans Capital Management Corp | 0 | $0 | 0.00% | −11,207−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −7,964−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −7,812−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −7,329−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −7,202−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −6,938−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Central Bank & Trust Co | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |