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, Q3 2024
Institutional positions in John Hancock Financial Opportunities Fund as of Sep 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
- 76
- +7 vs. Q2 2024
- Shares held
- 4.24M
- +297.7K (+7.6%) vs. Q2 2024
- Total value
- $140.3M
- +$29.8M (+27.0%) vs. Q2 2024
- New holders
- 9
- 26 more added
- Sold out
- 2
- 20 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,277,446 | $42.4M | 0.00% | +12,539+1.0% | Added |
| Wells Fargo & Company | 596,441 | $19.8M | 0.00% | +5,656+1.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 401,058 | $13.3M | 0.02% | +17,552+4.6% | Added |
| Royal Bank of Canada | 227,960 | $7.56M | 0.00% | +32,825+16.8% | Added |
| Cornerstone Advisors, LLC | 226,737 | $7.52M | 0.30% | +129,371+132.9% | Added |
| Janney Montgomery Scott LLC | 206,785 | $6.86M | 0.02% | +321+0.2% | Added |
| Raymond James & Associates | 116,331 | $3.86M | 0.00% | −1,447−1.2% | Reduced |
| LPL Financial LLC | 111,370 | $3.69M | 0.00% | +22,488+25.3% | Added |
| Fca Corp | 93,992 | $3.12M | 0.96% | +903+1.0% | Added |
| Aurora Investment Counsel | 83,664 | $2.77M | 1.50% | −5,615−6.3% | Reduced |
| North Star Asset Management Inc | 74,498 | $2.47M | 0.11% | −706−0.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 71,038 | $2.23M | 0.37% | +38,875+120.9% | Added |
| Shaker Financial Services, LLC | 59,654 | $1.98M | 0.75% | +18,814+46.1% | Added |
| Stifel Financial Corp | 55,918 | $1.85M | 0.00% | −23,846−29.9% | Reduced |
| International Assets Investment Management, LLC | 60,517 | $1.82M | 0.00% | +58,692+3,216.0% | Added |
| Stephens Inc | 44,757 | $1.48M | 0.02% | +33,233+288.4% | Added |
| UBS Group AG | 41,520 | $1.38M | 0.00% | −6,096−12.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 38,899 | $1.29M | 0.00% | +2,722+7.5% | Added |
| Bank of America Corp | 37,725 | $1.25M | 0.00% | +1,850+5.2% | Added |
| Pensionmark Financial Group, LLC | 35,943 | $1.19M | 0.04% | −721−2.0% | Reduced |
| Samalin Investment Counsel, LLC | 24,862 | $824.4K | 0.36% | −708−2.8% | Reduced |
| Oppenheimer & Co Inc | 23,990 | $795.5K | 0.01% | −2,649−9.9% | Reduced |
| Triumph Capital Management | 20,322 | $673.9K | 0.24% | +20,322 | New |
| Invesco Ltd. | 19,336 | $641.2K | 0.00% | +10,939+130.3% | Added |
| Advisor Group Holdings, Inc. | 19,306 | $640.3K | 0.00% | −10,314−34.8% | Reduced |
| Mariner, LLC | 18,215 | $604.0K | 0.00% | +639+3.6% | Added |
| Commonwealth Equity Services, LLC | 18,061 | $599.0K | 0.00% | −1,756−8.9% | Reduced |
| Peapack Gladstone Financial Corp | 17,063 | $566.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,438 | $511.0K | 0.00% | +15,438 | New |
| Private Advisor Group, LLC | 13,978 | $463.5K | 0.00% | +1,015+7.8% | Added |
| L.M. Kohn & Company | 12,691 | $420.8K | 0.11% | +425+3.5% | Added |
| All Season Financial Advisors, Inc. | 12,333 | $409.0K | 0.35% | −1,217−9.0% | Reduced |
| Ameriprise Financial Inc | 11,192 | $371.1K | 0.00% | −1,029−8.4% | Reduced |
| D.A. Davidson & Co. | 11,112 | $368.5K | 0.00% | −485−4.2% | Reduced |
| Institute for Wealth Management, LLC. | 10,784 | $357.6K | 0.05% | −20−0.2% | Reduced |
| Avidian Wealth Solutions, LLC | 10,464 | $347.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,395 | $344.7K | 0.00% | +4,900+89.2% | Added |
| Formidable Asset Management, LLC | 9,910 | $328.6K | 0.05% | −1,300−11.6% | Reduced |
| J.W. Cole Advisors, Inc. | 8,937 | $296.3K | 0.01% | +120+1.4% | Added |
| Landscape Capital Management, L.L.C. | 8,840 | $293.1K | 0.03% | −32,094−78.4% | Reduced |
| Redwood Wealth Management Group, LLC | 8,829 | $292.8K | 0.15% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,688 | $288.0K | 0.01% | −50−0.6% | Reduced |
| Abel Hall, LLC | 8,000 | $265.3K | 0.17% | 00.0% | Unchanged |
| Creative Planning | 7,860 | $260.6K | 0.00% | +226+3.0% | Added |
| Tower Research Capital LLC (TRC) | 7,345 | $243.6K | 0.01% | +7,342+244,733.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,335 | $210.1K | 0.00% | +6,335 | New |
| Comerica Bank | 5,033 | $166.9K | 0.00% | −102−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 4,017 | $133.2K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 3,826 | $126.9K | 0.06% | −659−14.7% | Reduced |
| Allworth Financial LP | 3,386 | $112.3K | 0.00% | +2+0.1% | Added |
| Jaffetilchin Investment Partners, LLC | 2,936 | $97.4K | 0.01% | +2,936 | New |
| EverSource Wealth Advisors, LLC | 2,500 | $82.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,500 | $49.7K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,241 | $41.2K | 0.00% | +941+313.7% | Added |
| GWM Advisors LLC | 1,076 | $35.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 907 | $30.1K | 0.00% | +907 | New |
| Wintrust Investments LLC | 699 | $23.0K | 0.02% | −11,477−94.3% | Reduced |
| Toth Financial Advisory Corp | 670 | $22.2K | 0.00% | +10+1.5% | Added |
| Mechanics Financial Corp | 650 | $21.6K | 0.01% | +650 | New |
| Thompson Investment Management, Inc. | 649 | $21.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 600 | $19.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $19.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 514 | $17.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $16.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 429 | $14.2K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 250 | $8.29K | 0.00% | +250 | New |
| Bogart Wealth, LLC | 231 | $7.66K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 225 | $7.46K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $7.06K | 0.00% | +213 | New |
| Global Retirement Partners, LLC | 171 | $5.67K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $5.47K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 146 | $4.84K | 0.00% | +66+82.5% | Added |
| Harbour Investments, Inc. | 125 | $4.14K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 110 | $3.65K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 50 | $1.66K | 0.00% | +50 | New |
| Huntington National Bank | – | $33 | 0.00% | – | – |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −39,148−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,393−100.0% | Sold out |