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
- 4.26M
- +583.4K (+15.9%) vs. Q3 2024
- Total value
- $151.3M
- +$29.6M (+24.4%) 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 | $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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $36 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 3 | $107 | 0.00% | −7,342−100.0% | Reduced |
| CoreCap Advisors, LLC | 50 | $1.78K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 110 | $3.93K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $4.46K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 149 | $5.32K | 0.00% | +3+2.1% | Added |
| Geneos Wealth Management Inc. | 165 | $5.89K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $6.10K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $7.00K | 0.01% | +200 | New |
| Wingate Wealth Advisors, Inc. | 220 | $7.85K | 0.01% | +220 | New |
| Tidemark, LLC | 225 | $8.03K | 0.00% | +225 | New |
| Bogart Wealth, LLC | 231 | $8.24K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 250 | $8.92K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 416 | $14.8K | 0.00% | +416 | New |
| Spire Wealth Management | 429 | $15.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $17.8K | 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 |
| Creative Financial Designs Inc | 600 | $21.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $21.4K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 649 | $23.2K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 745 | $26.6K | 0.00% | +75+11.2% | Added |
| GWM Advisors LLC | 1,076 | $38.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,241 | $43.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,500 | $53.5K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,740 | $62.1K | 0.00% | +1,740 | New |
| Mendota Financial Group, LLC | 2,774 | $99.0K | 0.06% | −1,052−27.5% | Reduced |
| Allworth Financial LP | 3,388 | $125.9K | 0.00% | +2+0.1% | Added |
| The PNC Financial Services Group, Inc. | 4,017 | $143.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,033 | $179.6K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 5,942 | $212.1K | 0.00% | +5,942 | New |
| Wealth Enhancement Advisory Services, LLC | 6,618 | $236.2K | 0.00% | +283+4.5% | Added |
| Wedbush Securities Inc | 6,781 | $242.0K | 0.01% | −1,907−21.9% | Reduced |
| Creative Planning | 7,630 | $272.3K | 0.00% | −230−2.9% | Reduced |
| Abel Hall, LLC | 8,000 | $285.5K | 0.18% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 8,829 | $315.4K | 0.15% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 9,044 | $322.8K | 0.01% | +107+1.2% | Added |
| Avidian Wealth Solutions, LLC | 9,144 | $326.3K | 0.01% | −1,320−12.6% | Reduced |
| Institute for Wealth Management, LLC. | 10,784 | $384.9K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,108 | $396.5K | 0.00% | −8,198−42.5% | Reduced |
| D.A. Davidson & Co. | 11,274 | $402.4K | 0.00% | +162+1.5% | Added |
| Kestra Advisory Services, LLC | 11,685 | $417.0K | 0.00% | +11,685 | New |
| L.M. Kohn & Company | 12,307 | $439.2K | 0.11% | −384−3.0% | Reduced |
| Stephens Inc | 12,989 | $463.6K | 0.01% | −31,768−71.0% | Reduced |
| Private Advisor Group, LLC | 15,445 | $551.2K | 0.00% | +1,467+10.5% | Added |
| HighTower Advisors, LLC | 16,636 | $593.7K | 0.00% | +1,198+7.8% | Added |
| Peapack Gladstone Financial Corp | 16,950 | $605.0K | 0.01% | −113−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 18,486 | $660.0K | 0.00% | +425+2.4% | Added |
| Invesco Ltd. | 19,628 | $700.5K | 0.00% | +292+1.5% | Added |
| Mariner, LLC | 19,829 | $707.7K | 0.00% | +1,614+8.9% | Added |
| Tennessee Valley Asset Management Partners | 20,645 | $736.8K | 0.12% | +20,645 | New |
| Ameriprise Financial Inc | 22,052 | $787.0K | 0.00% | +10,860+97.0% | Added |
| Oppenheimer & Co Inc | 22,856 | $815.7K | 0.01% | −1,134−4.7% | Reduced |
| Triumph Capital Management | 23,065 | $823.2K | 0.28% | +2,743+13.5% | Added |
| Samalin Investment Counsel, LLC | 24,498 | $874.4K | 0.38% | −364−1.5% | Reduced |
| Shaker Financial Services, LLC | 26,308 | $938.9K | 0.36% | −33,346−55.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 27,824 | $993.0K | 0.01% | +17,429+167.7% | Added |
| Chancellor Financial Group WB LP | 33,629 | $1.20M | 0.97% | +33,629 | New |
| Pensionmark Financial Group, LLC | 34,019 | $1.21M | 0.03% | −1,924−5.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 34,276 | $1.22M | 0.41% | −294−0.9% | Reduced |
| Bank of America Corp | 36,365 | $1.30M | 0.00% | −1,360−3.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 38,083 | $1.36M | 0.00% | −816−2.1% | Reduced |
| UBS Group AG | 41,950 | $1.50M | 0.00% | +430+1.0% | Added |
| Stifel Financial Corp | 71,662 | $2.56M | 0.00% | +15,744+28.2% | Added |
| Aurora Investment Counsel | 73,601 | $2.63M | 1.44% | −10,063−12.0% | Reduced |
| North Star Asset Management Inc | 73,798 | $2.63M | 0.12% | −700−0.9% | Reduced |
| Fca Corp | 94,630 | $3.38M | 1.05% | +638+0.7% | Added |
| LPL Financial LLC | 185,773 | $6.63M | 0.00% | +74,403+66.8% | Added |
| Janney Montgomery Scott LLC | 201,154 | $7.18M | 0.02% | −5,631−2.7% | Reduced |
| Cornerstone Advisors, LLC | 236,370 | $8.44M | 0.34% | +9,633+4.2% | Added |
| Royal Bank of Canada | 255,863 | $9.13M | 0.00% | +27,903+12.2% | Added |
| Raymond James Financial Inc | 525,205 | $18.7M | 0.01% | +525,205 | New |
| Wells Fargo & Company | 577,425 | $20.6M | 0.00% | −19,016−3.2% | Reduced |
| Morgan Stanley | 1,290,247 | $46.0M | 0.00% | +12,801+1.0% | Added |
| Strategic Wealth Designers | 18,906 | – | – | +18,906 | New |
| 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 |