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
- 3.99M
- +314.1K (+8.5%) vs. Q3 2023
- Total value
- $119.6M
- +$23.1M (+23.9%) vs. Q3 2023
- New holders
- 16
- 18 more added
- Sold out
- 4
- 20 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 | $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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $30 | 0.00% | – | – |
| FMR LLC | 1 | $30 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 3 | $90 | 0.00% | −1−25.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Northwestern Mutual Wealth Management Co | 80 | $2.41K | 0.00% | −961−92.3% | Reduced |
| Harbour Investments, Inc. | 125 | $3.76K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 154 | $4.64K | 0.00% | +154 | New |
| Geneos Wealth Management Inc. | 165 | $4.96K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $5.08K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 225 | $6.77K | 0.00% | +225 | New |
| Bogart Wealth, LLC | 231 | $6.95K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 431 | $13.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 429 | $13.0K | 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 |
| Toth Financial Advisory Corp | 560 | $16.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 576 | $17.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 589 | $18.0K | 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 |
| Thompson Investment Management, Inc. | 649 | $19.5K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,713 | $51.5K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 3,590 | $108.0K | 0.00% | +217+6.4% | Added |
| Mendota Financial Group, LLC | 4,485 | $134.9K | 0.11% | 00.0% | Unchanged |
| Wintrust Investments LLC | 6,807 | $205.0K | 0.02% | +6,807 | New |
| Redwood Wealth Management Group, LLC | 7,329 | $220.5K | 0.24% | +7,329 | New |
| J.W. Cole Advisors, Inc. | 7,408 | $222.8K | 0.01% | +7,408 | New |
| Wealth Enhancement Advisory Services, LLC | 7,585 | $228.2K | 0.00% | +7,585 | New |
| Invesco Ltd. | 7,663 | $230.5K | 0.00% | −3,016−28.2% | Reduced |
| The PNC Financial Services Group, Inc. | 7,717 | $232.1K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 8,000 | $240.6K | 0.21% | +8,000 | New |
| Steward Partners Investment Advisory, LLC | 8,457 | $254.4K | 0.00% | −851−9.1% | Reduced |
| Comerica Bank | 8,635 | $259.7K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,838 | $266.0K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 9,663 | $290.7K | 0.00% | +1,876+24.1% | Added |
| HighTower Advisors, LLC | 10,221 | $306.0K | 0.00% | +313+3.2% | Added |
| Atria Wealth Solutions, Inc. | 10,372 | $312.0K | 0.00% | −2,424−18.9% | Reduced |
| Avidian Wealth Solutions, LLC | 10,464 | $314.8K | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,737 | $323.0K | 0.00% | −3,922−26.8% | Reduced |
| Institute for Wealth Management, LLC. | 10,868 | $326.9K | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 11,124 | $334.6K | 0.00% | +1,229+12.4% | Added |
| L.M. Kohn & Company | 11,411 | $343.2K | 0.11% | +2,070+22.2% | Added |
| JPMorgan Chase & Co | 11,785 | $354.5K | 0.00% | −4,410−27.2% | Reduced |
| Advisory Services Network, LLC | 11,829 | $355.8K | 0.01% | −2,622−18.1% | Reduced |
| Elequin Capital LP | 12,609 | $379.3K | 0.11% | +12,609 | New |
| Formidable Asset Management, LLC | 12,910 | $388.3K | 0.08% | +2,500+24.0% | Added |
| National Asset Management, Inc. | 13,678 | $412.3K | 0.01% | −2,967−17.8% | Reduced |
| D.A. Davidson & Co. | 14,016 | $421.6K | 0.00% | −1,033−6.9% | Reduced |
| Mariner, LLC | 14,051 | $422.6K | 0.00% | +5,341+61.3% | Added |
| Commonwealth Equity Services, LLC | 14,670 | $441.0K | 0.00% | −1,002−6.4% | Reduced |
| Advisor Group Holdings, Inc. | 15,505 | $466.4K | 0.00% | −5,643−26.7% | Reduced |
| All Season Financial Advisors, Inc. | 19,407 | $583.8K | 0.50% | +6,319+48.3% | Added |
| Peapack Gladstone Financial Corp | 19,515 | $587.0K | 0.01% | −1,477−7.0% | Reduced |
| Stephens Inc | 20,593 | $619.4K | 0.01% | +10,368+101.4% | Added |
| Samalin Investment Counsel, LLC | 22,075 | $664.0K | 0.34% | +6,115+38.3% | Added |
| Oppenheimer & Co Inc | 25,506 | $767.2K | 0.01% | +7,440+41.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 30,756 | $925.0K | 0.00% | −189−0.6% | Reduced |
| Lincoln National Corp | 33,108 | $995.9K | 0.02% | −6,597−16.6% | Reduced |
| Landscape Capital Management, L.L.C. | 33,531 | $1.01M | 0.09% | +33,531 | New |
| Gilliland Jeter Wealth Management LLC | 36,317 | $1.09M | 0.45% | +36,317 | New |
| UBS Group AG | 37,298 | $1.12M | 0.00% | +7,672+25.9% | Added |
| Pensionmark Financial Group, LLC | 38,073 | $1.15M | 0.15% | +38,073 | New |
| Wolverine Asset Management LLC | 40,995 | $1.23M | 0.02% | +40,995 | New |
| Bank of America Corp | 43,675 | $1.31M | 0.00% | −4,526−9.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 44,500 | $1.34M | 0.05% | +44,500 | New |
| Aurora Investment Counsel | 86,761 | $2.21M | 1.44% | +5,159+6.3% | Added |
| Stifel Financial Corp | 74,146 | $2.23M | 0.00% | −6,887−8.5% | Reduced |
| North Star Asset Management Inc | 78,104 | $2.35M | 0.12% | −5,040−6.1% | Reduced |
| LPL Financial LLC | 78,819 | $2.37M | 0.00% | +6,386+8.8% | Added |
| Fca Corp | 91,296 | $2.75M | 0.94% | +507+0.6% | Added |
| Raymond James & Associates | 116,146 | $3.49M | 0.00% | −4,564−3.8% | Reduced |
| Royal Bank of Canada | 154,135 | $4.64M | 0.00% | +5,124+3.4% | Added |
| Janney Montgomery Scott LLC | 208,796 | $6.28M | 0.02% | −4,352−2.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 420,783 | $12.7M | 0.02% | +30,636+7.9% | Added |
| Wells Fargo & Company | 589,601 | $17.7M | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 1,345,517 | $40.5M | 0.00% | +43,209+3.3% | Added |
| 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 |