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
- +67.6K (+1.7%) vs. Q1 2024
- Total value
- $110.4M
- −$4.11M (−3.6%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $28 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 3 | $84 | 0.00% | +3 | New |
| Northwestern Mutual Wealth Management Co | 80 | $2.24K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 110 | $3.08K | 0.00% | +110 | New |
| Harbour Investments, Inc. | 125 | $3.50K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $4.62K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $4.79K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 225 | $6.30K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $6.47K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 300 | $8.37K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 429 | $12.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 514 | $14.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $14.0K | 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 |
| Thompson Investment Management, Inc. | 649 | $18.2K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 660 | $18.5K | 0.00% | +100+17.9% | Added |
| GWM Advisors LLC | 1,076 | $30.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,500 | $42.0K | 0.00% | +1,000+200.0% | Added |
| International Assets Investment Management, LLC | 1,825 | $51.1K | 0.00% | +1,825 | New |
| EverSource Wealth Advisors, LLC | 2,500 | $81.8K | 0.01% | +2,500 | New |
| Allworth Financial LP | 3,384 | $107.2K | 0.00% | +3+0.1% | Added |
| The PNC Financial Services Group, Inc. | 4,017 | $112.5K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 4,485 | $125.6K | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 5,135 | $143.8K | 0.00% | +300+6.2% | Added |
| Steward Partners Investment Advisory, LLC | 5,495 | $153.9K | 0.00% | −582−9.6% | Reduced |
| Creative Planning | 7,634 | $213.8K | 0.00% | +7,634 | New |
| Abel Hall, LLC | 8,000 | $224.1K | 0.16% | 00.0% | Unchanged |
| Invesco Ltd. | 8,397 | $235.2K | 0.00% | +8,397 | New |
| Wedbush Securities Inc | 8,738 | $245.0K | 0.01% | +700+8.7% | Added |
| J.W. Cole Advisors, Inc. | 8,817 | $247.0K | 0.01% | +114+1.3% | Added |
| Redwood Wealth Management Group, LLC | 8,829 | $247.3K | 0.19% | +1,500+20.5% | Added |
| Atria Wealth Solutions, Inc. | 10,393 | $291.1K | 0.00% | +1,101+11.8% | Added |
| Avidian Wealth Solutions, LLC | 10,464 | $293.1K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,804 | $302.6K | 0.04% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 11,210 | $314.0K | 0.05% | +1,100+10.9% | Added |
| Stephens Inc | 11,524 | $322.8K | 0.00% | +2,824+32.5% | Added |
| D.A. Davidson & Co. | 11,597 | $324.9K | 0.00% | −2,434−17.3% | Reduced |
| Wintrust Investments LLC | 12,176 | $341.0K | 0.03% | +998+8.9% | Added |
| Ameriprise Financial Inc | 12,221 | $342.3K | 0.00% | +1,706+16.2% | Added |
| L.M. Kohn & Company | 12,266 | $343.6K | 0.09% | −35−0.3% | Reduced |
| Private Advisor Group, LLC | 12,963 | $363.1K | 0.00% | +2,316+21.8% | Added |
| All Season Financial Advisors, Inc. | 13,550 | $379.5K | 0.34% | −863−6.0% | Reduced |
| Peapack Gladstone Financial Corp | 17,063 | $478.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 17,576 | $492.3K | 0.00% | +3,216+22.4% | Added |
| Commonwealth Equity Services, LLC | 19,817 | $555.0K | 0.00% | +1,068+5.7% | Added |
| Samalin Investment Counsel, LLC | 25,570 | $716.2K | 0.33% | +1,991+8.4% | Added |
| Oppenheimer & Co Inc | 26,639 | $746.2K | 0.01% | +302+1.1% | Added |
| Advisor Group Holdings, Inc. | 29,620 | $829.7K | 0.00% | +13,729+86.4% | Added |
| Gilliland Jeter Wealth Management LLC | 32,163 | $900.9K | 0.30% | −4,305−11.8% | Reduced |
| Bank of America Corp | 35,875 | $1.00M | 0.00% | −6,226−14.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,177 | $1.01M | 0.00% | +2,169+6.4% | Added |
| Pensionmark Financial Group, LLC | 36,664 | $1.03M | 0.06% | +36,664 | New |
| Wolverine Asset Management LLC | 39,148 | $1.10M | 0.02% | +31,319+400.0% | Added |
| Shaker Financial Services, LLC | 40,840 | $1.14M | 0.46% | +19,629+92.5% | Added |
| Landscape Capital Management, L.L.C. | 40,934 | $1.15M | 0.10% | −7,951−16.3% | Reduced |
| UBS Group AG | 47,616 | $1.33M | 0.00% | +11,240+30.9% | Added |
| North Star Asset Management Inc | 75,204 | $2.11M | 0.10% | −1,795−2.3% | Reduced |
| Stifel Financial Corp | 79,764 | $2.23M | 0.00% | +171+0.2% | Added |
| LPL Financial LLC | 88,882 | $2.49M | 0.00% | +5,958+7.2% | Added |
| Aurora Investment Counsel | 89,279 | $2.50M | 1.47% | +429+0.5% | Added |
| Fca Corp | 93,089 | $2.61M | 0.83% | +1,161+1.3% | Added |
| Cornerstone Advisors, LLC | 97,366 | $2.73M | 0.11% | +97,366 | New |
| Raymond James & Associates | 117,778 | $3.30M | 0.00% | −1,505−1.3% | Reduced |
| Royal Bank of Canada | 195,135 | $5.46M | 0.00% | +26,695+15.8% | Added |
| Janney Montgomery Scott LLC | 206,464 | $5.78M | 0.02% | −4,150−2.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 383,506 | $10.7M | 0.02% | −26,632−6.5% | Reduced |
| Wells Fargo & Company | 590,785 | $16.5M | 0.00% | +15,173+2.6% | Added |
| Morgan Stanley | 1,264,907 | $35.4M | 0.00% | −71,603−5.4% | Reduced |
| 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 |