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, Q3 2023
Institutional positions in John Hancock Financial Opportunities Fund as of Sep 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
- 65
- 0 vs. Q2 2023
- Shares held
- 3.68M
- +57.2K (+1.6%) vs. Q2 2023
- Total value
- $96.7M
- −$588.7K (−0.6%) vs. Q2 2023
- New holders
- 6
- 23 more added
- Sold out
- 6
- 19 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,302,308 | $34.2M | 0.00% | −22,084−1.7% | Reduced |
| Wells Fargo & Company | 589,601 | $15.5M | 0.00% | +57,587+10.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 390,147 | $10.2M | 0.02% | −3,737−0.9% | Reduced |
| Janney Montgomery Scott LLC | 213,148 | $5.60M | 0.02% | −852−0.4% | Reduced |
| Royal Bank of Canada | 149,011 | $3.91M | 0.00% | +12,811+9.4% | Added |
| Raymond James & Associates | 120,710 | $3.17M | 0.00% | +3,085+2.6% | Added |
| Fca Corp | 90,789 | $2.38M | 0.89% | +3,294+3.8% | Added |
| North Star Asset Management Inc | 83,144 | $2.18M | 0.13% | −7,163−7.9% | Reduced |
| Aurora Investment Counsel | 81,602 | $2.14M | 1.42% | +3,199+4.1% | Added |
| Stifel Financial Corp | 81,033 | $2.13M | 0.00% | −4,990−5.8% | Reduced |
| LPL Financial LLC | 72,433 | $1.90M | 0.00% | +7,449+11.5% | Added |
| Bank of America Corp | 48,201 | $1.27M | 0.00% | +3,648+8.2% | Added |
| Lincoln National Corp | 39,705 | $1.04M | 0.02% | −1,110−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,945 | $813.0K | 0.00% | +2,340+8.2% | Added |
| UBS Group AG | 29,626 | $778.0K | 0.00% | −625−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 21,148 | $555.4K | 0.00% | +6,797+47.4% | Added |
| Peapack Gladstone Financial Corp | 20,992 | $551.0K | 0.01% | −366−1.7% | Reduced |
| Oppenheimer & Co Inc | 18,066 | $474.4K | 0.01% | +1,606+9.8% | Added |
| National Asset Management, Inc. | 16,645 | $437.1K | 0.01% | −752−4.3% | Reduced |
| JPMorgan Chase & Co | 16,195 | $425.3K | 0.00% | +16,195 | New |
| Samalin Investment Counsel, LLC | 15,960 | $419.1K | 0.24% | +6,595+70.4% | Added |
| Commonwealth Equity Services, LLC | 15,672 | $412.0K | 0.00% | +1,263+8.8% | Added |
| D.A. Davidson & Co. | 15,049 | $395.2K | 0.00% | +266+1.8% | Added |
| Advisory Services Network, LLC | 14,451 | $379.5K | 0.01% | −1,830−11.2% | Reduced |
| Thrivent Financial for Lutherans | 14,659 | $374.0K | 0.00% | −3,821−20.7% | Reduced |
| All Season Financial Advisors, Inc. | 13,088 | $343.7K | 0.35% | +626+5.0% | Added |
| Atria Wealth Solutions, Inc. | 12,796 | $336.0K | 0.00% | −489−3.7% | Reduced |
| Institute for Wealth Management, LLC. | 10,868 | $285.4K | 0.05% | 00.0% | Unchanged |
| Invesco Ltd. | 10,679 | $280.4K | 0.00% | +469+4.6% | Added |
| Avidian Wealth Solutions, LLC | 10,464 | $274.8K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 10,410 | $273.4K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 10,225 | $268.5K | 0.01% | −25,639−71.5% | Reduced |
| HighTower Advisors, LLC | 9,908 | $260.0K | 0.00% | +811+8.9% | Added |
| Ameriprise Financial Inc | 9,895 | $259.9K | 0.00% | +101+1.0% | Added |
| DFPG Investments, LLC | 9,670 | $256.4K | 0.02% | −4,125−29.9% | Reduced |
| L.M. Kohn & Company | 9,341 | $245.3K | 0.09% | +100+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 9,308 | $244.4K | 0.00% | −990−9.6% | Reduced |
| Wedbush Securities Inc | 8,838 | $232.0K | 0.01% | +778+9.7% | Added |
| Mariner, LLC | 8,710 | $228.7K | 0.00% | +135+1.6% | Added |
| Comerica Bank | 8,635 | $226.8K | 0.00% | +8,635 | New |
| First Republic Investment Management, Inc. | 7,942 | $208.6K | 0.00% | −431−5.1% | Reduced |
| Private Advisor Group, LLC | 7,787 | $204.5K | 0.00% | +28+0.4% | Added |
| The PNC Financial Services Group, Inc. | 7,717 | $202.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 4,485 | $117.8K | 0.12% | 00.0% | Unchanged |
| Allworth Financial LP | 3,373 | $88.6K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,713 | $45.0K | 0.02% | −187−9.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,041 | $27.3K | 0.00% | +396+61.4% | Added |
| Thompson Investment Management, Inc. | 649 | $17.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $15.8K | 0.00% | +600 | New |
| GWM Advisors LLC | 576 | $15.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 589 | $15.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 560 | $14.7K | 0.00% | +55+10.9% | Added |
| Private Trust Co NA | 500 | $13.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $13.1K | 0.00% | +500 | New |
| TD Private Client Wealth LLC | 431 | $11.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 429 | $11.3K | 0.00% | −879−67.2% | Reduced |
| Bogart Wealth, LLC | 231 | $6.07K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Global Retirement Partners, LLC | 171 | $4.34K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $4.33K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $4.00K | 0.00% | +150 | New |
| Harbour Investments, Inc. | 125 | $3.28K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 75 | $1.97K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4 | $105 | 0.00% | −1−20.0% | Reduced |
| Huntington National Bank | – | $26 | 0.00% | – | – |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Coastal Capital Group, Inc. | – | – | – | – | Not filed |