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, Q2 2024
Institutional positions in John Hancock Financial Opportunities Fund as of Jun 30, 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
- +1 vs. Q1 2024
- Shares held
- 3.94M
- −2.61M (−39.8%) vs. Q1 2024
- Total value
- $110.4M
- −$83.2M (−43.0%) vs. Q1 2024
- New holders
- 8
- 28 more added
- Sold out
- 7
- 12 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,264,907 | $35.4M | 0.00% | −2,744,623−68.5% | Reduced |
| Wells Fargo & Company | 590,785 | $16.5M | 0.00% | +15,173+2.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 383,506 | $10.7M | 0.02% | −26,632−6.5% | Reduced |
| Janney Montgomery Scott LLC | 206,464 | $5.78M | 0.02% | −4,150−2.0% | Reduced |
| Royal Bank of Canada | 195,135 | $5.46M | 0.00% | +26,695+15.8% | Added |
| Raymond James & Associates | 117,778 | $3.30M | 0.00% | −1,505−1.3% | Reduced |
| Cornerstone Advisors, LLC | 97,366 | $2.73M | 0.11% | +97,366 | New |
| Fca Corp | 93,089 | $2.61M | 0.83% | +1,161+1.3% | Added |
| Aurora Investment Counsel | 89,279 | $2.50M | 1.47% | +429+0.5% | Added |
| LPL Financial LLC | 88,882 | $2.49M | 0.00% | +5,958+7.2% | Added |
| Stifel Financial Corp | 79,764 | $2.23M | 0.00% | +171+0.2% | Added |
| North Star Asset Management Inc | 75,204 | $2.11M | 0.10% | −1,795−2.3% | Reduced |
| UBS Group AG | 47,616 | $1.33M | 0.00% | +11,240+30.9% | Added |
| Landscape Capital Management, L.L.C. | 40,934 | $1.15M | 0.10% | −7,951−16.3% | Reduced |
| Shaker Financial Services, LLC | 40,840 | $1.14M | 0.46% | +19,629+92.5% | Added |
| Wolverine Asset Management LLC | 39,148 | $1.10M | 0.02% | +31,319+400.0% | Added |
| Pensionmark Financial Group, LLC | 36,664 | $1.03M | 0.06% | +36,664 | New |
| Cambridge Investment Research Advisors, Inc. | 36,177 | $1.01M | 0.00% | +2,169+6.4% | Added |
| Bank of America Corp | 35,875 | $1.00M | 0.00% | −6,226−14.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 32,163 | $900.9K | 0.30% | −4,305−11.8% | Reduced |
| Advisor Group Holdings, Inc. | 29,620 | $829.7K | 0.00% | +13,729+86.4% | Added |
| Oppenheimer & Co Inc | 26,639 | $746.2K | 0.01% | +302+1.1% | Added |
| Samalin Investment Counsel, LLC | 25,570 | $716.2K | 0.33% | +1,991+8.4% | Added |
| Commonwealth Equity Services, LLC | 19,817 | $555.0K | 0.00% | +1,068+5.7% | Added |
| Mariner, LLC | 17,576 | $492.3K | 0.00% | +3,216+22.4% | Added |
| Peapack Gladstone Financial Corp | 17,063 | $478.0K | 0.01% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 13,550 | $379.5K | 0.34% | −863−6.0% | Reduced |
| Private Advisor Group, LLC | 12,963 | $363.1K | 0.00% | +2,316+21.8% | Added |
| L.M. Kohn & Company | 12,266 | $343.6K | 0.09% | −35−0.3% | Reduced |
| Ameriprise Financial Inc | 12,221 | $342.3K | 0.00% | +1,706+16.2% | Added |
| Wintrust Investments LLC | 12,176 | $341.0K | 0.03% | +998+8.9% | Added |
| D.A. Davidson & Co. | 11,597 | $324.9K | 0.00% | −2,434−17.3% | Reduced |
| Stephens Inc | 11,524 | $322.8K | 0.00% | +2,824+32.5% | Added |
| Formidable Asset Management, LLC | 11,210 | $314.0K | 0.05% | +1,100+10.9% | Added |
| Institute for Wealth Management, LLC. | 10,804 | $302.6K | 0.04% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 10,464 | $293.1K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,393 | $291.1K | 0.00% | +1,101+11.8% | Added |
| Redwood Wealth Management Group, LLC | 8,829 | $247.3K | 0.19% | +1,500+20.5% | Added |
| J.W. Cole Advisors, Inc. | 8,817 | $247.0K | 0.01% | +114+1.3% | Added |
| Wedbush Securities Inc | 8,738 | $245.0K | 0.01% | +700+8.7% | Added |
| Invesco Ltd. | 8,397 | $235.2K | 0.00% | +8,397 | New |
| Abel Hall, LLC | 8,000 | $224.1K | 0.16% | 00.0% | Unchanged |
| Creative Planning | 7,634 | $213.8K | 0.00% | +7,634 | New |
| Steward Partners Investment Advisory, LLC | 5,495 | $153.9K | 0.00% | −582−9.6% | Reduced |
| Comerica Bank | 5,135 | $143.8K | 0.00% | +300+6.2% | Added |
| Mendota Financial Group, LLC | 4,485 | $125.6K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,017 | $112.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,384 | $107.2K | 0.00% | +3+0.1% | Added |
| EverSource Wealth Advisors, LLC | 2,500 | $81.8K | 0.01% | +2,500 | New |
| International Assets Investment Management, LLC | 1,825 | $51.1K | 0.00% | +1,825 | New |
| Private Trust Co NA | 1,500 | $42.0K | 0.00% | +1,000+200.0% | Added |
| GWM Advisors LLC | 1,076 | $30.1K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 660 | $18.5K | 0.00% | +100+17.9% | Added |
| Thompson Investment Management, Inc. | 649 | $18.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 600 | $16.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $16.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 514 | $14.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 429 | $12.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 300 | $8.37K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $6.47K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 225 | $6.30K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $4.79K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $4.62K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $3.50K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 110 | $3.08K | 0.00% | +110 | New |
| Northwestern Mutual Wealth Management Co | 80 | $2.24K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3 | $84 | 0.00% | +3 | New |
| Huntington National Bank | – | $28 | 0.00% | – | – |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −44,500−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −29,510−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −16,645−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −8,694−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,047−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |