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