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, Q4 2024
Institutional positions in John Hancock Financial Opportunities Fund as of Dec 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
- 75
- +3 vs. Q3 2024
- Shares held
- 4.28M
- +571.8K (+15.4%) vs. Q3 2024
- Total value
- $169.8M
- +$47.1M (+38.4%) vs. Q3 2024
- New holders
- 12
- 21 more added
- Sold out
- 9
- 20 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,290,247 | $46.0M | 0.00% | +12,801+1.0% | Added |
| Wells Fargo & Company | 577,425 | $20.6M | 0.00% | −19,016−3.2% | Reduced |
| Raymond James Financial Inc | 525,205 | $18.7M | 0.01% | +525,205 | New |
| Strategic Wealth Designers | 37,812 | $18.4M | 0.68% | +37,812 | New |
| Royal Bank of Canada | 255,863 | $9.13M | 0.00% | +27,903+12.2% | Added |
| Cornerstone Advisors, LLC | 236,370 | $8.44M | 0.34% | +9,633+4.2% | Added |
| Janney Montgomery Scott LLC | 201,154 | $7.18M | 0.02% | −5,631−2.7% | Reduced |
| LPL Financial LLC | 185,773 | $6.63M | 0.00% | +74,403+66.8% | Added |
| Fca Corp | 94,630 | $3.38M | 1.05% | +638+0.7% | Added |
| North Star Asset Management Inc | 73,798 | $2.63M | 0.12% | −700−0.9% | Reduced |
| Aurora Investment Counsel | 73,601 | $2.63M | 1.44% | −10,063−12.0% | Reduced |
| Stifel Financial Corp | 71,662 | $2.56M | 0.00% | +15,744+28.2% | Added |
| UBS Group AG | 41,950 | $1.50M | 0.00% | +430+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,083 | $1.36M | 0.00% | −816−2.1% | Reduced |
| Bank of America Corp | 36,365 | $1.30M | 0.00% | −1,360−3.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 34,276 | $1.22M | 0.41% | −36,762−51.7% | Reduced |
| Pensionmark Financial Group, LLC | 34,019 | $1.21M | 0.03% | −1,924−5.4% | Reduced |
| Chancellor Financial Group WB LP | 33,629 | $1.20M | 0.97% | +33,629 | New |
| Steward Partners Investment Advisory, LLC | 27,824 | $993.0K | 0.01% | +17,429+167.7% | Added |
| Shaker Financial Services, LLC | 26,308 | $938.9K | 0.36% | −33,346−55.9% | Reduced |
| Samalin Investment Counsel, LLC | 24,498 | $874.4K | 0.38% | −364−1.5% | Reduced |
| Triumph Capital Management | 23,065 | $823.2K | 0.28% | +2,743+13.5% | Added |
| Oppenheimer & Co Inc | 22,856 | $815.7K | 0.01% | −1,134−4.7% | Reduced |
| Ameriprise Financial Inc | 22,052 | $787.0K | 0.00% | +10,860+97.0% | Added |
| Tennessee Valley Asset Management Partners | 20,645 | $736.8K | 0.12% | +20,645 | New |
| Mariner, LLC | 19,829 | $707.7K | 0.00% | +1,614+8.9% | Added |
| Invesco Ltd. | 19,628 | $700.5K | 0.00% | +292+1.5% | Added |
| Commonwealth Equity Services, LLC | 18,486 | $660.0K | 0.00% | +425+2.4% | Added |
| Peapack Gladstone Financial Corp | 16,950 | $605.0K | 0.01% | −113−0.7% | Reduced |
| HighTower Advisors, LLC | 16,636 | $593.7K | 0.00% | +1,198+7.8% | Added |
| Private Advisor Group, LLC | 15,445 | $551.2K | 0.00% | +1,467+10.5% | Added |
| Stephens Inc | 12,989 | $463.6K | 0.01% | −31,768−71.0% | Reduced |
| L.M. Kohn & Company | 12,307 | $439.2K | 0.11% | −384−3.0% | Reduced |
| Colony Group, LLC | 11,884 | $424.1K | 0.00% | +11,884 | New |
| Kestra Advisory Services, LLC | 11,685 | $417.0K | 0.00% | +11,685 | New |
| D.A. Davidson & Co. | 11,274 | $402.4K | 0.00% | +162+1.5% | Added |
| Advisor Group Holdings, Inc. | 11,108 | $396.5K | 0.00% | −8,198−42.5% | Reduced |
| Institute for Wealth Management, LLC. | 10,784 | $384.9K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 9,144 | $326.3K | 0.01% | −1,320−12.6% | Reduced |
| J.W. Cole Advisors, Inc. | 9,044 | $322.8K | 0.01% | +107+1.2% | Added |
| Redwood Wealth Management Group, LLC | 8,829 | $315.4K | 0.15% | 00.0% | Unchanged |
| Abel Hall, LLC | 8,000 | $285.5K | 0.18% | 00.0% | Unchanged |
| Creative Planning | 7,630 | $272.3K | 0.00% | −230−2.9% | Reduced |
| Wedbush Securities Inc | 6,781 | $242.0K | 0.01% | −1,907−21.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,618 | $236.2K | 0.00% | +283+4.5% | Added |
| Comerica Bank | 5,033 | $179.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,017 | $143.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,388 | $125.9K | 0.00% | +2+0.1% | Added |
| Mendota Financial Group, LLC | 2,774 | $99.0K | 0.06% | −1,052−27.5% | Reduced |
| MAI Capital Management | 1,740 | $62.1K | 0.00% | +1,740 | New |
| Private Trust Co NA | 1,500 | $53.5K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,241 | $43.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,076 | $38.4K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 745 | $26.6K | 0.00% | +75+11.2% | Added |
| Thompson Investment Management, Inc. | 649 | $23.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 600 | $21.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $21.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 514 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 500 | $18.0K | 0.00% | +500 | New |
| IFP Advisors, Inc | 500 | $17.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 429 | $15.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 416 | $14.8K | 0.00% | +416 | New |
| Eastern Bank | 250 | $8.92K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $8.24K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 225 | $8.03K | 0.00% | +225 | New |
| Wingate Wealth Advisors, Inc. | 220 | $7.85K | 0.01% | +220 | New |
| Navigoe, LLC | 200 | $7.00K | 0.01% | +200 | New |
| Global Retirement Partners, LLC | 171 | $6.10K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $5.89K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 149 | $5.32K | 0.00% | +3+2.1% | Added |
| Harbour Investments, Inc. | 125 | $4.46K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 110 | $3.93K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 50 | $1.78K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3 | $107 | 0.00% | −7,342−100.0% | Reduced |
| Huntington National Bank | – | $36 | 0.00% | – | – |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −60,517−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −9,910−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,840−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −2,936−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Mechanics Financial Corp | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| All Season Financial Advisors, Inc. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |