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 | $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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $26 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 4 | $105 | 0.00% | −1−20.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 75 | $1.97K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $3.28K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $4.00K | 0.00% | +150 | New |
| Geneos Wealth Management Inc. | 165 | $4.33K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $4.34K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Bogart Wealth, LLC | 231 | $6.07K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 429 | $11.3K | 0.00% | −879−67.2% | Reduced |
| TD Private Client Wealth LLC | 431 | $11.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 500 | $13.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $13.1K | 0.00% | +500 | New |
| Toth Financial Advisory Corp | 560 | $14.7K | 0.00% | +55+10.9% | Added |
| CWM, LLC | 589 | $15.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 576 | $15.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $15.8K | 0.00% | +600 | New |
| Thompson Investment Management, Inc. | 649 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,041 | $27.3K | 0.00% | +396+61.4% | Added |
| Highlander Capital Management, LLC | 1,713 | $45.0K | 0.02% | −187−9.8% | Reduced |
| Allworth Financial LP | 3,373 | $88.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 4,485 | $117.8K | 0.12% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,717 | $202.6K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 7,787 | $204.5K | 0.00% | +28+0.4% | Added |
| First Republic Investment Management, Inc. | 7,942 | $208.6K | 0.00% | −431−5.1% | Reduced |
| Comerica Bank | 8,635 | $226.8K | 0.00% | +8,635 | New |
| Mariner, LLC | 8,710 | $228.7K | 0.00% | +135+1.6% | Added |
| Wedbush Securities Inc | 8,838 | $232.0K | 0.01% | +778+9.7% | Added |
| Steward Partners Investment Advisory, LLC | 9,308 | $244.4K | 0.00% | −990−9.6% | Reduced |
| L.M. Kohn & Company | 9,341 | $245.3K | 0.09% | +100+1.1% | Added |
| DFPG Investments, LLC | 9,670 | $256.4K | 0.02% | −4,125−29.9% | Reduced |
| Ameriprise Financial Inc | 9,895 | $259.9K | 0.00% | +101+1.0% | Added |
| HighTower Advisors, LLC | 9,908 | $260.0K | 0.00% | +811+8.9% | Added |
| Stephens Inc | 10,225 | $268.5K | 0.01% | −25,639−71.5% | Reduced |
| Formidable Asset Management, LLC | 10,410 | $273.4K | 0.06% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 10,464 | $274.8K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 10,679 | $280.4K | 0.00% | +469+4.6% | Added |
| Institute for Wealth Management, LLC. | 10,868 | $285.4K | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 12,796 | $336.0K | 0.00% | −489−3.7% | Reduced |
| All Season Financial Advisors, Inc. | 13,088 | $343.7K | 0.35% | +626+5.0% | Added |
| Thrivent Financial for Lutherans | 14,659 | $374.0K | 0.00% | −3,821−20.7% | Reduced |
| Advisory Services Network, LLC | 14,451 | $379.5K | 0.01% | −1,830−11.2% | Reduced |
| D.A. Davidson & Co. | 15,049 | $395.2K | 0.00% | +266+1.8% | Added |
| Commonwealth Equity Services, LLC | 15,672 | $412.0K | 0.00% | +1,263+8.8% | Added |
| Samalin Investment Counsel, LLC | 15,960 | $419.1K | 0.24% | +6,595+70.4% | Added |
| JPMorgan Chase & Co | 16,195 | $425.3K | 0.00% | +16,195 | New |
| National Asset Management, Inc. | 16,645 | $437.1K | 0.01% | −752−4.3% | Reduced |
| Oppenheimer & Co Inc | 18,066 | $474.4K | 0.01% | +1,606+9.8% | Added |
| Peapack Gladstone Financial Corp | 20,992 | $551.0K | 0.01% | −366−1.7% | Reduced |
| Advisor Group Holdings, Inc. | 21,148 | $555.4K | 0.00% | +6,797+47.4% | Added |
| UBS Group AG | 29,626 | $778.0K | 0.00% | −625−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,945 | $813.0K | 0.00% | +2,340+8.2% | Added |
| Lincoln National Corp | 39,705 | $1.04M | 0.02% | −1,110−2.7% | Reduced |
| Bank of America Corp | 48,201 | $1.27M | 0.00% | +3,648+8.2% | Added |
| LPL Financial LLC | 72,433 | $1.90M | 0.00% | +7,449+11.5% | Added |
| Stifel Financial Corp | 81,033 | $2.13M | 0.00% | −4,990−5.8% | Reduced |
| Aurora Investment Counsel | 81,602 | $2.14M | 1.42% | +3,199+4.1% | Added |
| North Star Asset Management Inc | 83,144 | $2.18M | 0.13% | −7,163−7.9% | Reduced |
| Fca Corp | 90,789 | $2.38M | 0.89% | +3,294+3.8% | Added |
| Raymond James & Associates | 120,710 | $3.17M | 0.00% | +3,085+2.6% | Added |
| Royal Bank of Canada | 149,011 | $3.91M | 0.00% | +12,811+9.4% | Added |
| Janney Montgomery Scott LLC | 213,148 | $5.60M | 0.02% | −852−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 390,147 | $10.2M | 0.02% | −3,737−0.9% | Reduced |
| Wells Fargo & Company | 589,601 | $15.5M | 0.00% | +57,587+10.8% | Added |
| Morgan Stanley | 1,302,308 | $34.2M | 0.00% | −22,084−1.7% | Reduced |
| 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 |