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, Q4 2023
Institutional positions in John Hancock Financial Opportunities Fund as of Dec 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
- 76
- +12 vs. Q3 2023
- Shares held
- 5.35M
- +1.67M (+45.5%) vs. Q3 2023
- Total value
- $160.5M
- +$63.9M (+66.2%) vs. Q3 2023
- New holders
- 16
- 19 more added
- Sold out
- 4
- 19 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,691,034 | $80.9M | 0.00% | +1,388,726+106.6% | Added |
| Wells Fargo & Company | 589,601 | $17.7M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 420,783 | $12.7M | 0.02% | +30,636+7.9% | Added |
| Janney Montgomery Scott LLC | 208,796 | $6.28M | 0.02% | −4,352−2.0% | Reduced |
| Royal Bank of Canada | 154,135 | $4.64M | 0.00% | +5,124+3.4% | Added |
| Raymond James & Associates | 116,146 | $3.49M | 0.00% | −4,564−3.8% | Reduced |
| Fca Corp | 91,296 | $2.75M | 0.94% | +507+0.6% | Added |
| LPL Financial LLC | 78,819 | $2.37M | 0.00% | +6,386+8.8% | Added |
| North Star Asset Management Inc | 78,104 | $2.35M | 0.12% | −5,040−6.1% | Reduced |
| Stifel Financial Corp | 74,146 | $2.23M | 0.00% | −6,887−8.5% | Reduced |
| Aurora Investment Counsel | 86,761 | $2.21M | 1.44% | +5,159+6.3% | Added |
| Mesirow Financial Investment Management, Inc. | 44,500 | $1.34M | 0.05% | +44,500 | New |
| Bank of America Corp | 43,675 | $1.31M | 0.00% | −4,526−9.4% | Reduced |
| Wolverine Asset Management LLC | 40,995 | $1.23M | 0.02% | +40,995 | New |
| Pensionmark Financial Group, LLC | 38,073 | $1.15M | 0.15% | +38,073 | New |
| UBS Group AG | 37,298 | $1.12M | 0.00% | +7,672+25.9% | Added |
| Gilliland Jeter Wealth Management LLC | 36,317 | $1.09M | 0.45% | +36,317 | New |
| Landscape Capital Management, L.L.C. | 33,531 | $1.01M | 0.09% | +33,531 | New |
| Lincoln National Corp | 33,108 | $995.9K | 0.02% | −6,597−16.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,756 | $925.0K | 0.00% | −189−0.6% | Reduced |
| Oppenheimer & Co Inc | 25,506 | $767.2K | 0.01% | +7,440+41.2% | Added |
| JPMorgan Chase & Co | 23,570 | $709.0K | 0.00% | +7,375+45.5% | Added |
| Samalin Investment Counsel, LLC | 22,075 | $664.0K | 0.34% | +6,115+38.3% | Added |
| Stephens Inc | 20,593 | $619.4K | 0.01% | +10,368+101.4% | Added |
| Peapack Gladstone Financial Corp | 19,515 | $587.0K | 0.01% | −1,477−7.0% | Reduced |
| All Season Financial Advisors, Inc. | 19,407 | $583.8K | 0.50% | +6,319+48.3% | Added |
| Advisor Group Holdings, Inc. | 15,505 | $466.4K | 0.00% | −5,643−26.7% | Reduced |
| Commonwealth Equity Services, LLC | 14,670 | $441.0K | 0.00% | −1,002−6.4% | Reduced |
| Mariner, LLC | 14,051 | $422.6K | 0.00% | +5,341+61.3% | Added |
| D.A. Davidson & Co. | 14,016 | $421.6K | 0.00% | −1,033−6.9% | Reduced |
| National Asset Management, Inc. | 13,678 | $412.3K | 0.01% | −2,967−17.8% | Reduced |
| Formidable Asset Management, LLC | 12,910 | $388.3K | 0.08% | +2,500+24.0% | Added |
| Elequin Capital LP | 12,609 | $379.3K | 0.11% | +12,609 | New |
| Advisory Services Network, LLC | 11,829 | $355.8K | 0.01% | −2,622−18.1% | Reduced |
| L.M. Kohn & Company | 11,411 | $343.2K | 0.11% | +2,070+22.2% | Added |
| Ameriprise Financial Inc | 11,124 | $334.6K | 0.00% | +1,229+12.4% | Added |
| Institute for Wealth Management, LLC. | 10,868 | $326.9K | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,737 | $323.0K | 0.00% | −3,922−26.8% | Reduced |
| Avidian Wealth Solutions, LLC | 10,464 | $314.8K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,372 | $312.0K | 0.00% | −2,424−18.9% | Reduced |
| HighTower Advisors, LLC | 10,221 | $306.0K | 0.00% | +313+3.2% | Added |
| Private Advisor Group, LLC | 9,663 | $290.7K | 0.00% | +1,876+24.1% | Added |
| Wedbush Securities Inc | 8,838 | $266.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 8,635 | $259.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,457 | $254.4K | 0.00% | −851−9.1% | Reduced |
| Abel Hall, LLC | 8,000 | $240.6K | 0.21% | +8,000 | New |
| The PNC Financial Services Group, Inc. | 7,717 | $232.1K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 7,663 | $230.5K | 0.00% | −3,016−28.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,585 | $228.2K | 0.00% | +7,585 | New |
| J.W. Cole Advisors, Inc. | 7,408 | $222.8K | 0.01% | +7,408 | New |
| Redwood Wealth Management Group, LLC | 7,329 | $220.5K | 0.24% | +7,329 | New |
| Wintrust Investments LLC | 6,807 | $205.0K | 0.02% | +6,807 | New |
| Mendota Financial Group, LLC | 4,485 | $134.9K | 0.11% | 00.0% | Unchanged |
| Allworth Financial LP | 3,590 | $108.0K | 0.00% | +217+6.4% | Added |
| Highlander Capital Management, LLC | 1,713 | $51.5K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 649 | $19.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $18.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 600 | $18.0K | 0.00% | +600 | New |
| CWM, LLC | 589 | $18.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 576 | $17.3K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 560 | $16.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $15.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 429 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 431 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $6.95K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 225 | $6.77K | 0.00% | +225 | New |
| Global Retirement Partners, LLC | 171 | $5.08K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $4.96K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 154 | $4.64K | 0.00% | +154 | New |
| Harbour Investments, Inc. | 125 | $3.76K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 80 | $2.41K | 0.00% | −961−92.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Tower Research Capital LLC (TRC) | 3 | $90 | 0.00% | −1−25.0% | Reduced |
| Huntington National Bank | – | $30 | 0.00% | – | – |
| FMR LLC | 1 | $30 | 0.00% | +1 | New |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −9,670−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |