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, Q1 2024
Institutional positions in John Hancock Financial Opportunities Fund as of Mar 31, 2024. 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
- 69
- −7 vs. Q4 2023
- Shares held
- 6.55M
- +1.20M (+22.5%) vs. Q4 2023
- Total value
- $193.7M
- +$33.2M (+20.7%) vs. Q4 2023
- New holders
- 3
- 23 more added
- Sold out
- 10
- 22 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,009,530 | $118.6M | 0.00% | +1,318,496+49.0% | Added |
| Wells Fargo & Company | 575,612 | $17.0M | 0.00% | −13,989−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 410,138 | $12.1M | 0.02% | −10,645−2.5% | Reduced |
| Janney Montgomery Scott LLC | 210,614 | $6.23M | 0.02% | +1,818+0.9% | Added |
| Royal Bank of Canada | 168,440 | $4.98M | 0.00% | +14,305+9.3% | Added |
| Raymond James & Associates | 119,283 | $3.53M | 0.00% | +3,137+2.7% | Added |
| Fca Corp | 91,928 | $2.72M | 0.88% | +632+0.7% | Added |
| Aurora Investment Counsel | 88,850 | $2.63M | 1.51% | +2,089+2.4% | Added |
| LPL Financial LLC | 82,924 | $2.45M | 0.00% | +4,105+5.2% | Added |
| Stifel Financial Corp | 79,593 | $2.35M | 0.00% | +5,447+7.3% | Added |
| North Star Asset Management Inc | 76,999 | $2.28M | 0.11% | −1,105−1.4% | Reduced |
| Landscape Capital Management, L.L.C. | 48,885 | $1.45M | 0.13% | +15,354+45.8% | Added |
| Mesirow Financial Investment Management, Inc. | 44,500 | $1.32M | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 42,101 | $1.25M | 0.00% | −1,574−3.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 36,468 | $1.08M | 0.38% | +151+0.4% | Added |
| UBS Group AG | 36,376 | $1.08M | 0.00% | −922−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,008 | $1.01M | 0.00% | +3,252+10.6% | Added |
| Lincoln National Corp | 29,510 | $872.9K | 0.01% | −3,598−10.9% | Reduced |
| Oppenheimer & Co Inc | 26,337 | $779.0K | 0.01% | +831+3.3% | Added |
| Samalin Investment Counsel, LLC | 23,579 | $697.5K | 0.33% | +1,504+6.8% | Added |
| Shaker Financial Services, LLC | 21,211 | $627.4K | 0.24% | +21,211 | New |
| Commonwealth Equity Services, LLC | 18,749 | $555.0K | 0.00% | +4,079+27.8% | Added |
| Peapack Gladstone Financial Corp | 17,063 | $505.0K | 0.01% | −2,452−12.6% | Reduced |
| Advisor Group Holdings, Inc. | 15,891 | $470.1K | 0.00% | +386+2.5% | Added |
| National Asset Management, Inc. | 16,645 | $437.1K | 0.01% | +2,967+21.7% | Added |
| All Season Financial Advisors, Inc. | 14,413 | $426.3K | 0.35% | −4,994−25.7% | Reduced |
| Mariner, LLC | 14,360 | $424.8K | 0.00% | +309+2.2% | Added |
| D.A. Davidson & Co. | 14,031 | $415.0K | 0.00% | +15+0.1% | Added |
| L.M. Kohn & Company | 12,301 | $363.9K | 0.10% | +890+7.8% | Added |
| Wintrust Investments LLC | 11,178 | $331.0K | 0.03% | +4,371+64.2% | Added |
| Institute for Wealth Management, LLC. | 10,804 | $319.6K | 0.04% | −64−0.6% | Reduced |
| Private Advisor Group, LLC | 10,647 | $314.9K | 0.00% | +984+10.2% | Added |
| Ameriprise Financial Inc | 10,515 | $311.0K | 0.00% | −609−5.5% | Reduced |
| Avidian Wealth Solutions, LLC | 10,464 | $309.5K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 10,110 | $299.1K | 0.05% | −2,800−21.7% | Reduced |
| Atria Wealth Solutions, Inc. | 9,292 | $274.9K | 0.00% | −1,080−10.4% | Reduced |
| J.W. Cole Advisors, Inc. | 8,703 | $257.4K | 0.01% | +1,295+17.5% | Added |
| Stephens Inc | 8,700 | $257.3K | 0.00% | −11,893−57.8% | Reduced |
| Thrivent Financial for Lutherans | 8,694 | $257.0K | 0.00% | −2,043−19.0% | Reduced |
| Wedbush Securities Inc | 8,038 | $238.0K | 0.01% | −800−9.1% | Reduced |
| Abel Hall, LLC | 8,000 | $236.6K | 0.18% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 7,829 | $231.6K | 0.00% | −33,166−80.9% | Reduced |
| Redwood Wealth Management Group, LLC | 7,329 | $216.8K | 0.23% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,047 | $208.4K | 0.00% | −4,782−40.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,077 | $179.8K | 0.00% | −2,380−28.1% | Reduced |
| Comerica Bank | 4,835 | $143.0K | 0.00% | −3,800−44.0% | Reduced |
| Mendota Financial Group, LLC | 4,485 | $132.7K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,017 | $118.8K | 0.00% | −3,700−47.9% | Reduced |
| Allworth Financial LP | 3,381 | $100.0K | 0.00% | −209−5.8% | Reduced |
| Highlander Capital Management, LLC | 1,713 | $50.7K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,076 | $31.8K | 0.00% | +500+86.8% | Added |
| Thompson Investment Management, Inc. | 649 | $19.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 600 | $17.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $17.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 560 | $16.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 514 | $15.0K | 0.00% | −75−12.7% | Reduced |
| Private Trust Co NA | 500 | $14.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $14.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 431 | $12.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 429 | $12.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 300 | $8.73K | 0.00% | +300 | New |
| Bogart Wealth, LLC | 231 | $6.83K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 225 | $6.66K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $5.06K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $4.88K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $3.70K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 80 | $2.37K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 50 | $1.48K | 0.00% | +50 | New |
| Huntington National Bank | – | $30 | 0.00% | – | – |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −38,073−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −23,570−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −12,609−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,221−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −7,663−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −7,585−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |