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
- −129.4K (−3.0%) vs. Q4 2024
- Total value
- $140.8M
- −$10.5M (−6.9%) vs. Q4 2024
- New holders
- 4
- 25 more added
- Sold out
- 9
- 18 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 | $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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $34 | 0.00% | – | – |
| CoreCap Advisors, LLC | 50 | $1.71K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 110 | $3.75K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 127 | $4.00K | 0.00% | +127 | New |
| Harbour Investments, Inc. | 125 | $4.26K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $5.63K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $6.00K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $6.82K | 0.00% | −400−66.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 206 | $7.03K | 0.00% | +57+38.3% | Added |
| Tidemark, LLC | 225 | $7.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $7.88K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 250 | $8.53K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 300 | $8.53K | 0.00% | −941−75.8% | Reduced |
| Spire Wealth Management | 463 | $15.8K | 0.00% | +34+7.9% | Added |
| Hantz Financial Services, Inc. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 514 | $18.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 600 | $20.5K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 649 | $22.1K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 780 | $26.6K | 0.00% | +35+4.7% | Added |
| GWM Advisors LLC | 1,076 | $36.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,740 | $59.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $68.2K | 0.01% | +500+33.3% | Added |
| The PNC Financial Services Group, Inc. | 2,917 | $99.5K | 0.00% | −1,100−27.4% | Reduced |
| Allworth Financial LP | 3,391 | $109.2K | 0.00% | +3+0.1% | Added |
| Comerica Bank | 5,033 | $171.7K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 6,031 | $205.7K | 0.00% | +89+1.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,120 | $207.7K | 0.00% | +6,120 | New |
| Wedbush Securities Inc | 6,781 | $231.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 7,208 | $245.9K | 0.00% | −422−5.5% | Reduced |
| Abel Hall, LLC | 8,000 | $272.9K | 0.16% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 8,829 | $301.2K | 0.15% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 9,144 | $311.9K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,183 | $347.4K | 0.01% | +1,139+12.6% | Added |
| Institute for Wealth Management, LLC. | 10,784 | $367.8K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 11,289 | $385.1K | 0.00% | +15+0.1% | Added |
| Kestra Advisory Services, LLC | 12,336 | $420.8K | 0.00% | +651+5.6% | Added |
| Advisor Group Holdings, Inc. | 12,349 | $421.3K | 0.00% | +1,241+11.2% | Added |
| Stephens Inc | 12,489 | $426.0K | 0.01% | −500−3.8% | Reduced |
| L.M. Kohn & Company | 12,857 | $438.5K | 0.11% | +550+4.5% | Added |
| Peapack Gladstone Financial Corp | 14,945 | $510.0K | 0.01% | −2,005−11.8% | Reduced |
| AlphaCore Capital LLC | 15,002 | $511.7K | 0.04% | +15,002 | New |
| HighTower Advisors, LLC | 16,636 | $567.4K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,350 | $626.0K | 0.00% | −136−0.7% | Reduced |
| Mariner, LLC | 18,481 | $630.4K | 0.00% | −1,348−6.8% | Reduced |
| Invesco Ltd. | 19,174 | $654.0K | 0.00% | −454−2.3% | Reduced |
| Private Advisor Group, LLC | 19,521 | $665.9K | 0.00% | +4,076+26.4% | Added |
| Tennessee Valley Asset Management Partners | 20,657 | $704.6K | 0.11% | +12+0.1% | Added |
| Ameriprise Financial Inc | 22,399 | $764.0K | 0.00% | +347+1.6% | Added |
| Jaffetilchin Investment Partners, LLC | 23,882 | $814.6K | 0.06% | +23,882 | New |
| Samalin Investment Counsel, LLC | 26,253 | $895.5K | 0.36% | +1,755+7.2% | Added |
| Triumph Capital Management | 26,505 | $904.1K | 0.30% | +3,440+14.9% | Added |
| Oppenheimer & Co Inc | 28,528 | $973.1K | 0.01% | +5,672+24.8% | Added |
| Chancellor Financial Group WB LP | 30,520 | $1.04M | 0.86% | −3,109−9.2% | Reduced |
| Pensionmark Financial Group, LLC | 32,327 | $1.10M | 0.03% | −1,692−5.0% | Reduced |
| Bank of America Corp | 33,105 | $1.13M | 0.00% | −3,260−9.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,127 | $1.20M | 0.01% | +7,303+26.2% | Added |
| Gilliland Jeter Wealth Management LLC | 36,121 | $1.23M | 0.44% | +1,845+5.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,479 | $1.28M | 0.00% | −604−1.6% | Reduced |
| UBS Group AG | 42,027 | $1.43M | 0.00% | +77+0.2% | Added |
| North Star Asset Management Inc | 73,043 | $2.49M | 0.11% | −755−1.0% | Reduced |
| Stifel Financial Corp | 85,775 | $2.93M | 0.00% | +14,113+19.7% | Added |
| Fca Corp | 92,394 | $3.15M | 1.00% | −2,236−2.4% | Reduced |
| Cornerstone Advisors, LLC | 154,898 | $5.28M | 0.23% | −81,472−34.5% | Reduced |
| LPL Financial LLC | 210,292 | $7.17M | 0.00% | +24,519+13.2% | Added |
| Janney Montgomery Scott LLC | 216,557 | $7.39M | 0.02% | +15,403+7.7% | Added |
| Royal Bank of Canada | 249,634 | $8.52M | 0.00% | −6,229−2.4% | Reduced |
| Raymond James Financial Inc | 530,579 | $18.1M | 0.01% | +5,374+1.0% | Added |
| Wells Fargo & Company | 588,655 | $20.1M | 0.00% | +11,230+1.9% | Added |
| Morgan Stanley | 1,252,293 | $42.7M | 0.00% | −37,954−2.9% | Reduced |
| 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 |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −18,906−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |