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, Q1 2025
Institutional positions in John Hancock Financial Opportunities Fund as of Mar 31, 2025. 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
- −5 vs. Q4 2024
- Shares held
- 4.13M
- −154.0K (−3.6%) vs. Q4 2024
- Total value
- $140.8M
- −$29.1M (−17.1%) vs. Q4 2024
- New holders
- 4
- 25 more added
- Sold out
- 9
- 19 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,252,293 | $42.7M | 0.00% | −37,954−2.9% | Reduced |
| Wells Fargo & Company | 588,655 | $20.1M | 0.00% | +11,230+1.9% | Added |
| Raymond James Financial Inc | 530,579 | $18.1M | 0.01% | +5,374+1.0% | Added |
| Royal Bank of Canada | 249,634 | $8.52M | 0.00% | −6,229−2.4% | Reduced |
| Janney Montgomery Scott LLC | 216,557 | $7.39M | 0.02% | +15,403+7.7% | Added |
| LPL Financial LLC | 210,292 | $7.17M | 0.00% | +24,519+13.2% | Added |
| Cornerstone Advisors, LLC | 154,898 | $5.28M | 0.23% | −81,472−34.5% | Reduced |
| Fca Corp | 92,394 | $3.15M | 1.00% | −2,236−2.4% | Reduced |
| Stifel Financial Corp | 85,775 | $2.93M | 0.00% | +14,113+19.7% | Added |
| North Star Asset Management Inc | 73,043 | $2.49M | 0.11% | −755−1.0% | Reduced |
| UBS Group AG | 42,027 | $1.43M | 0.00% | +77+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,479 | $1.28M | 0.00% | −604−1.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 36,121 | $1.23M | 0.44% | +1,845+5.4% | Added |
| Steward Partners Investment Advisory, LLC | 35,127 | $1.20M | 0.01% | +7,303+26.2% | Added |
| Bank of America Corp | 33,105 | $1.13M | 0.00% | −3,260−9.0% | Reduced |
| Pensionmark Financial Group, LLC | 32,327 | $1.10M | 0.03% | −1,692−5.0% | Reduced |
| Chancellor Financial Group WB LP | 30,520 | $1.04M | 0.86% | −3,109−9.2% | Reduced |
| Oppenheimer & Co Inc | 28,528 | $973.1K | 0.01% | +5,672+24.8% | Added |
| Triumph Capital Management | 26,505 | $904.1K | 0.30% | +3,440+14.9% | Added |
| Samalin Investment Counsel, LLC | 26,253 | $895.5K | 0.36% | +1,755+7.2% | Added |
| Jaffetilchin Investment Partners, LLC | 23,882 | $814.6K | 0.06% | +23,882 | New |
| Ameriprise Financial Inc | 22,399 | $764.0K | 0.00% | +347+1.6% | Added |
| Tennessee Valley Asset Management Partners | 20,657 | $704.6K | 0.11% | +12+0.1% | Added |
| Private Advisor Group, LLC | 19,521 | $665.9K | 0.00% | +4,076+26.4% | Added |
| Invesco Ltd. | 19,174 | $654.0K | 0.00% | −454−2.3% | Reduced |
| Mariner, LLC | 18,481 | $630.4K | 0.00% | −1,348−6.8% | Reduced |
| Commonwealth Equity Services, LLC | 18,350 | $626.0K | 0.00% | −136−0.7% | Reduced |
| HighTower Advisors, LLC | 16,636 | $567.4K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 15,002 | $511.7K | 0.04% | +15,002 | New |
| Peapack Gladstone Financial Corp | 14,945 | $510.0K | 0.01% | −2,005−11.8% | Reduced |
| L.M. Kohn & Company | 12,857 | $438.5K | 0.11% | +550+4.5% | Added |
| Stephens Inc | 12,489 | $426.0K | 0.01% | −500−3.8% | Reduced |
| Advisor Group Holdings, Inc. | 12,349 | $421.3K | 0.00% | +1,241+11.2% | Added |
| Kestra Advisory Services, LLC | 12,336 | $420.8K | 0.00% | +651+5.6% | Added |
| D.A. Davidson & Co. | 11,289 | $385.1K | 0.00% | +15+0.1% | Added |
| Institute for Wealth Management, LLC. | 10,784 | $367.8K | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,183 | $347.4K | 0.01% | +1,139+12.6% | Added |
| Avidian Wealth Solutions, LLC | 9,144 | $311.9K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 8,829 | $301.2K | 0.15% | 00.0% | Unchanged |
| Abel Hall, LLC | 8,000 | $272.9K | 0.16% | 00.0% | Unchanged |
| Creative Planning | 7,208 | $245.9K | 0.00% | −422−5.5% | Reduced |
| Wedbush Securities Inc | 6,781 | $231.0K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,120 | $207.7K | 0.00% | +6,120 | New |
| Colony Group, LLC | 6,031 | $205.7K | 0.00% | −5,853−49.3% | Reduced |
| Comerica Bank | 5,033 | $171.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,391 | $109.2K | 0.00% | +3+0.1% | Added |
| The PNC Financial Services Group, Inc. | 2,917 | $99.5K | 0.00% | −1,100−27.4% | Reduced |
| Private Trust Co NA | 2,000 | $68.2K | 0.01% | +500+33.3% | Added |
| MAI Capital Management | 1,740 | $59.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,076 | $36.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 780 | $26.6K | 0.00% | +35+4.7% | Added |
| Thompson Investment Management, Inc. | 649 | $22.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 600 | $20.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 514 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 463 | $15.8K | 0.00% | +34+7.9% | Added |
| Geneos Wealth Management Inc. | 330 | $11.3K | 0.00% | +165+100.0% | Added |
| CIBC Private Wealth Group, LLC | 300 | $8.53K | 0.00% | −941−75.8% | Reduced |
| Eastern Bank | 250 | $8.53K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $7.88K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 225 | $7.67K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 206 | $7.03K | 0.00% | +57+38.3% | Added |
| AdvisorNet Financial, Inc | 200 | $6.82K | 0.00% | −400−66.7% | Reduced |
| Navigoe, LLC | 200 | $6.00K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $4.26K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 127 | $4.00K | 0.00% | +127 | New |
| Investors Research Corp | 110 | $3.75K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 50 | $1.71K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $34 | 0.00% | – | – |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −37,812−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −73,601−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −26,308−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −6,618−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2,774−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |