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.
Q1 2025 vs. Q4 2024
How the institutions holding John Hancock Financial Opportunities Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 75 | 1 | 69 | −5 |
| Shares | 4.26M | 171 | 4.13M | −129.4K (−3.0%) |
| Value | $151.3M | $6.10K | $140.8M | −$10.5M (−6.9%) |
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 23,882 | $814.6K | 0.06% |
| AlphaCore Capital LLC | 15,002 | $511.7K | 0.04% |
| Wiley Bros.-Aintree Capital, LLC | 6,120 | $207.7K | 0.00% |
| TSFG, LLC | 127 | $4.00K | 0.00% |
Sold out (9)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Aurora Investment Counsel | 73,601 | $2.63M |
| Shaker Financial Services, LLC | 26,308 | $938.9K |
| Wealth Enhancement Advisory Services, LLC | 6,618 | $236.2K |
| Mendota Financial Group, LLC | 2,774 | $99.0K |
| IFP Advisors, Inc | 500 | $17.8K |
| Jones Financial Companies LLLP | 416 | $14.8K |
| Wingate Wealth Advisors, Inc. | 220 | $7.85K |
| Tower Research Capital LLC (TRC) | 3 | $107 |
| Strategic Wealth Designers | 18,906 | – |
Not filed for Q1 2025 yet (1)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Global Retirement Partners, LLC | 171 | $6.10K |