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
- 3.88M
- −113.8K (−2.9%) vs. Q4 2023
- Total value
- $114.6M
- −$5.02M (−4.2%) vs. Q4 2023
- New holders
- 3
- 22 more added
- Sold out
- 10
- 23 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 | $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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $30 | 0.00% | – | – |
| CoreCap Advisors, LLC | 50 | $1.48K | 0.00% | +50 | New |
| Northwestern Mutual Wealth Management Co | 80 | $2.37K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $3.70K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $4.88K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $5.06K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 225 | $6.66K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $6.83K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 300 | $8.73K | 0.00% | +300 | New |
| Spire Wealth Management | 429 | $12.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 431 | $12.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 500 | $14.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $14.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 514 | $15.0K | 0.00% | −75−12.7% | Reduced |
| Toth Financial Advisory Corp | 560 | $16.6K | 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 |
| Thompson Investment Management, Inc. | 649 | $19.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,076 | $31.8K | 0.00% | +500+86.8% | Added |
| Highlander Capital Management, LLC | 1,713 | $50.7K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 3,381 | $100.0K | 0.00% | −209−5.8% | Reduced |
| The PNC Financial Services Group, Inc. | 4,017 | $118.8K | 0.00% | −3,700−47.9% | Reduced |
| Mendota Financial Group, LLC | 4,485 | $132.7K | 0.08% | 00.0% | Unchanged |
| Comerica Bank | 4,835 | $143.0K | 0.00% | −3,800−44.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,077 | $179.8K | 0.00% | −2,380−28.1% | Reduced |
| Advisory Services Network, LLC | 7,047 | $208.4K | 0.00% | −4,782−40.4% | Reduced |
| Redwood Wealth Management Group, LLC | 7,329 | $216.8K | 0.23% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 7,829 | $231.6K | 0.00% | −33,166−80.9% | Reduced |
| Abel Hall, LLC | 8,000 | $236.6K | 0.18% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,038 | $238.0K | 0.01% | −800−9.1% | Reduced |
| Thrivent Financial for Lutherans | 8,694 | $257.0K | 0.00% | −2,043−19.0% | Reduced |
| Stephens Inc | 8,700 | $257.3K | 0.00% | −11,893−57.8% | Reduced |
| J.W. Cole Advisors, Inc. | 8,703 | $257.4K | 0.01% | +1,295+17.5% | Added |
| Atria Wealth Solutions, Inc. | 9,292 | $274.9K | 0.00% | −1,080−10.4% | Reduced |
| Formidable Asset Management, LLC | 10,110 | $299.1K | 0.05% | −2,800−21.7% | Reduced |
| Avidian Wealth Solutions, LLC | 10,464 | $309.5K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,515 | $311.0K | 0.00% | −609−5.5% | Reduced |
| Private Advisor Group, LLC | 10,647 | $314.9K | 0.00% | +984+10.2% | Added |
| Institute for Wealth Management, LLC. | 10,804 | $319.6K | 0.04% | −64−0.6% | Reduced |
| Wintrust Investments LLC | 11,178 | $331.0K | 0.03% | +4,371+64.2% | Added |
| L.M. Kohn & Company | 12,301 | $363.9K | 0.10% | +890+7.8% | Added |
| D.A. Davidson & Co. | 14,031 | $415.0K | 0.00% | +15+0.1% | Added |
| Mariner, LLC | 14,360 | $424.8K | 0.00% | +309+2.2% | Added |
| All Season Financial Advisors, Inc. | 14,413 | $426.3K | 0.35% | −4,994−25.7% | Reduced |
| National Asset Management, Inc. | 16,645 | $437.1K | 0.01% | +2,967+21.7% | Added |
| Advisor Group Holdings, Inc. | 15,891 | $470.1K | 0.00% | +386+2.5% | Added |
| Peapack Gladstone Financial Corp | 17,063 | $505.0K | 0.01% | −2,452−12.6% | Reduced |
| Commonwealth Equity Services, LLC | 18,749 | $555.0K | 0.00% | +4,079+27.8% | Added |
| Shaker Financial Services, LLC | 21,211 | $627.4K | 0.24% | +21,211 | New |
| Samalin Investment Counsel, LLC | 23,579 | $697.5K | 0.33% | +1,504+6.8% | Added |
| Oppenheimer & Co Inc | 26,337 | $779.0K | 0.01% | +831+3.3% | Added |
| Lincoln National Corp | 29,510 | $872.9K | 0.01% | −3,598−10.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,008 | $1.01M | 0.00% | +3,252+10.6% | Added |
| UBS Group AG | 36,376 | $1.08M | 0.00% | −922−2.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 36,468 | $1.08M | 0.38% | +151+0.4% | Added |
| Bank of America Corp | 42,101 | $1.25M | 0.00% | −1,574−3.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 44,500 | $1.32M | 0.03% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 48,885 | $1.45M | 0.13% | +15,354+45.8% | Added |
| North Star Asset Management Inc | 76,999 | $2.28M | 0.11% | −1,105−1.4% | Reduced |
| Stifel Financial Corp | 79,593 | $2.35M | 0.00% | +5,447+7.3% | Added |
| LPL Financial LLC | 82,924 | $2.45M | 0.00% | +4,105+5.2% | Added |
| Aurora Investment Counsel | 88,850 | $2.63M | 1.51% | +2,089+2.4% | Added |
| Fca Corp | 91,928 | $2.72M | 0.88% | +632+0.7% | Added |
| Raymond James & Associates | 119,283 | $3.53M | 0.00% | +3,137+2.7% | Added |
| Royal Bank of Canada | 168,440 | $4.98M | 0.00% | +14,305+9.3% | Added |
| Janney Montgomery Scott LLC | 210,614 | $6.23M | 0.02% | +1,818+0.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 410,138 | $12.1M | 0.02% | −10,645−2.5% | Reduced |
| Wells Fargo & Company | 575,612 | $17.0M | 0.00% | −13,989−2.4% | Reduced |
| Morgan Stanley | 1,336,510 | $39.5M | 0.00% | −9,007−0.7% | Reduced |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −38,073−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −12,609−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −11,785−100.0% | 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 |