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
- 4.20M
- +261.3K (+6.6%) vs. Q2 2024
- Total value
- $139.2M
- +$28.8M (+26.0%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $33 | 0.00% | – | – |
| CoreCap Advisors, LLC | 50 | $1.66K | 0.00% | +50 | New |
| Investors Research Corp | 110 | $3.65K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $4.14K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 146 | $4.84K | 0.00% | +66+82.5% | Added |
| Geneos Wealth Management Inc. | 165 | $5.47K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $5.67K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 213 | $7.06K | 0.00% | +213 | New |
| Principal Securities, Inc. | 225 | $7.46K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $7.66K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 250 | $8.29K | 0.00% | +250 | New |
| Spire Wealth Management | 429 | $14.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $16.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 514 | $17.0K | 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 |
| Thompson Investment Management, Inc. | 649 | $21.5K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 650 | $21.6K | 0.01% | +650 | New |
| Toth Financial Advisory Corp | 670 | $22.2K | 0.00% | +10+1.5% | Added |
| Wintrust Investments LLC | 699 | $23.0K | 0.02% | −11,477−94.3% | Reduced |
| US Bancorp | 907 | $30.1K | 0.00% | +907 | New |
| GWM Advisors LLC | 1,076 | $35.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,241 | $41.2K | 0.00% | +941+313.7% | Added |
| Private Trust Co NA | 1,500 | $49.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,500 | $82.9K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 2,936 | $97.4K | 0.01% | +2,936 | New |
| Allworth Financial LP | 3,386 | $112.3K | 0.00% | +2+0.1% | Added |
| Mendota Financial Group, LLC | 3,826 | $126.9K | 0.06% | −659−14.7% | Reduced |
| The PNC Financial Services Group, Inc. | 4,017 | $133.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,033 | $166.9K | 0.00% | −102−2.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,335 | $210.1K | 0.00% | +6,335 | New |
| Tower Research Capital LLC (TRC) | 7,345 | $243.6K | 0.01% | +7,342+244,733.3% | Added |
| Creative Planning | 7,860 | $260.6K | 0.00% | +226+3.0% | Added |
| Abel Hall, LLC | 8,000 | $265.3K | 0.17% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,688 | $288.0K | 0.01% | −50−0.6% | Reduced |
| Redwood Wealth Management Group, LLC | 8,829 | $292.8K | 0.15% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 8,840 | $293.1K | 0.03% | −32,094−78.4% | Reduced |
| J.W. Cole Advisors, Inc. | 8,937 | $296.3K | 0.01% | +120+1.4% | Added |
| Formidable Asset Management, LLC | 9,910 | $328.6K | 0.05% | −1,300−11.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,395 | $344.7K | 0.00% | +4,900+89.2% | Added |
| Avidian Wealth Solutions, LLC | 10,464 | $347.0K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,784 | $357.6K | 0.05% | −20−0.2% | Reduced |
| D.A. Davidson & Co. | 11,112 | $368.5K | 0.00% | −485−4.2% | Reduced |
| Ameriprise Financial Inc | 11,192 | $371.1K | 0.00% | −1,029−8.4% | Reduced |
| All Season Financial Advisors, Inc. | 12,333 | $409.0K | 0.35% | −1,217−9.0% | Reduced |
| L.M. Kohn & Company | 12,691 | $420.8K | 0.11% | +425+3.5% | Added |
| Private Advisor Group, LLC | 13,978 | $463.5K | 0.00% | +1,015+7.8% | Added |
| HighTower Advisors, LLC | 15,438 | $511.0K | 0.00% | +15,438 | New |
| Peapack Gladstone Financial Corp | 17,063 | $566.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,061 | $599.0K | 0.00% | −1,756−8.9% | Reduced |
| Mariner, LLC | 18,215 | $604.0K | 0.00% | +639+3.6% | Added |
| Advisor Group Holdings, Inc. | 19,306 | $640.3K | 0.00% | −10,314−34.8% | Reduced |
| Invesco Ltd. | 19,336 | $641.2K | 0.00% | +10,939+130.3% | Added |
| Triumph Capital Management | 20,322 | $673.9K | 0.24% | +20,322 | New |
| Oppenheimer & Co Inc | 23,990 | $795.5K | 0.01% | −2,649−9.9% | Reduced |
| Samalin Investment Counsel, LLC | 24,862 | $824.4K | 0.36% | −708−2.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 34,570 | $1.15M | 0.37% | +2,407+7.5% | Added |
| Pensionmark Financial Group, LLC | 35,943 | $1.19M | 0.04% | −721−2.0% | Reduced |
| Bank of America Corp | 37,725 | $1.25M | 0.00% | +1,850+5.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,899 | $1.29M | 0.00% | +2,722+7.5% | Added |
| UBS Group AG | 41,520 | $1.38M | 0.00% | −6,096−12.8% | Reduced |
| Stephens Inc | 44,757 | $1.48M | 0.02% | +33,233+288.4% | Added |
| International Assets Investment Management, LLC | 60,517 | $1.82M | 0.01% | +58,692+3,216.0% | Added |
| Stifel Financial Corp | 55,918 | $1.85M | 0.00% | −23,846−29.9% | Reduced |
| Shaker Financial Services, LLC | 59,654 | $1.98M | 0.75% | +18,814+46.1% | Added |
| North Star Asset Management Inc | 74,498 | $2.47M | 0.11% | −706−0.9% | Reduced |
| Aurora Investment Counsel | 83,664 | $2.77M | 1.50% | −5,615−6.3% | Reduced |
| Fca Corp | 93,992 | $3.12M | 0.96% | +903+1.0% | Added |
| LPL Financial LLC | 111,370 | $3.69M | 0.00% | +22,488+25.3% | Added |
| Raymond James & Associates | 116,331 | $3.86M | 0.00% | −1,447−1.2% | Reduced |
| Janney Montgomery Scott LLC | 206,785 | $6.86M | 0.02% | +321+0.2% | Added |
| Cornerstone Advisors, LLC | 226,737 | $7.52M | 0.30% | +129,371+132.9% | Added |
| Royal Bank of Canada | 227,960 | $7.56M | 0.00% | +32,825+16.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 401,058 | $13.3M | 0.02% | +17,552+4.6% | Added |
| Wells Fargo & Company | 596,441 | $19.8M | 0.00% | +5,656+1.0% | Added |
| Morgan Stanley | 1,277,446 | $42.4M | 0.00% | +12,539+1.0% | Added |
| 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 |