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, Q2 2025
Institutional positions in John Hancock Financial Opportunities Fund as of Jun 30, 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
- 68
- −1 vs. Q1 2025
- Shares held
- 4.30M
- +170.9K (+4.1%) vs. Q1 2025
- Total value
- $152.3M
- +$11.5M (+8.2%) vs. Q1 2025
- New holders
- 5
- 27 more added
- Sold out
- 6
- 16 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,228,139 | $43.5M | 0.00% | −24,154−1.9% | Reduced |
| Wells Fargo & Company | 592,393 | $21.0M | 0.00% | +3,738+0.6% | Added |
| Raymond James Financial Inc | 558,810 | $19.8M | 0.01% | +28,231+5.3% | Added |
| Royal Bank of Canada | 511,974 | $18.1M | 0.00% | +262,340+105.1% | Added |
| Janney Montgomery Scott LLC | 207,114 | $7.34M | 0.02% | −9,443−4.4% | Reduced |
| LPL Financial LLC | 203,311 | $7.20M | 0.00% | −6,981−3.3% | Reduced |
| Cornerstone Advisors, LLC | 96,558 | $3.42M | 0.12% | −58,340−37.7% | Reduced |
| Fca Corp | 93,877 | $3.33M | 1.00% | +1,483+1.6% | Added |
| Stifel Financial Corp | 87,116 | $3.09M | 0.00% | +1,341+1.6% | Added |
| North Star Asset Management Inc | 72,293 | $2.56M | 0.11% | −750−1.0% | Reduced |
| UBS Group AG | 46,678 | $1.65M | 0.00% | +4,651+11.1% | Added |
| Bank of America Corp | 41,345 | $1.46M | 0.00% | +8,240+24.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,018 | $1.35M | 0.00% | +539+1.4% | Added |
| Gilliland Jeter Wealth Management LLC | 36,882 | $1.31M | 0.43% | +761+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 35,695 | $1.26M | 0.01% | +568+1.6% | Added |
| Pensionmark Financial Group, LLC | 31,856 | $1.13M | 0.03% | −471−1.5% | Reduced |
| Chancellor Financial Group WB LP | 30,677 | $1.09M | 0.84% | +157+0.5% | Added |
| Oppenheimer & Co Inc | 29,522 | $1.05M | 0.01% | +994+3.5% | Added |
| Samalin Investment Counsel, LLC | 27,288 | $966.5K | 0.37% | +1,035+3.9% | Added |
| Triumph Capital Management | 26,640 | $943.6K | 0.28% | +135+0.5% | Added |
| Ameriprise Financial Inc | 22,951 | $812.9K | 0.00% | +552+2.5% | Added |
| AlphaCore Capital LLC | 22,487 | $796.5K | 0.03% | +7,485+49.9% | Added |
| Private Advisor Group, LLC | 20,162 | $714.1K | 0.00% | +641+3.3% | Added |
| Mariner, LLC | 18,984 | $672.4K | 0.00% | +503+2.7% | Added |
| Commonwealth Equity Services, LLC | 18,002 | $638.0K | 0.00% | −348−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 17,188 | $608.7K | 0.00% | +4,839+39.2% | Added |
| HighTower Advisors, LLC | 16,372 | $579.9K | 0.00% | −264−1.6% | Reduced |
| Peapack Gladstone Financial Corp | 14,945 | $529.0K | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 14,076 | $498.6K | 0.00% | −5,098−26.6% | Reduced |
| Kestra Advisory Services, LLC | 13,068 | $462.9K | 0.00% | +732+5.9% | Added |
| Stephens Inc | 12,889 | $456.5K | 0.01% | +400+3.2% | Added |
| L.M. Kohn & Company | 12,857 | $455.4K | 0.12% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,803 | $382.6K | 0.00% | −486−4.3% | Reduced |
| Institute for Wealth Management, LLC. | 10,784 | $382.0K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,674 | $378.1K | 0.01% | +491+4.8% | Added |
| Redwood Wealth Management Group, LLC | 8,829 | $312.7K | 0.14% | 00.0% | Unchanged |
| Abel Hall, LLC | 8,000 | $283.4K | 0.13% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 6,909 | $244.7K | 0.01% | −2,235−24.4% | Reduced |
| Colony Group, LLC | 5,980 | $211.8K | 0.00% | −51−0.8% | Reduced |
| Envestnet Asset Management Inc | 5,733 | $203.1K | 0.00% | +5,733 | New |
| Wealth Enhancement Advisory Services, LLC | 5,479 | $200.7K | 0.00% | +5,479 | New |
| Comerica Bank | 5,033 | $178.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,493 | $159.2K | 0.00% | +1,102+32.5% | Added |
| The PNC Financial Services Group, Inc. | 2,017 | $71.4K | 0.00% | −900−30.9% | Reduced |
| Private Trust Co NA | 2,000 | $70.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,740 | $61.6K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,616 | $57.2K | 0.01% | +967+149.0% | Added |
| GWM Advisors LLC | 1,076 | $38.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $35.4K | 0.00% | +1,000 | New |
| Ronald Blue Trust, Inc. | 1,000 | $35.4K | 0.00% | +1,000 | New |
| Toth Financial Advisory Corp | 780 | $27.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 693 | $25.0K | 0.00% | +179+34.8% | Added |
| Creative Financial Designs Inc | 600 | $21.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 354 | $12.5K | 0.00% | +148+71.8% | Added |
| CIBC Private Wealth Group, LLC | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 277 | $9.81K | 0.00% | −186−40.2% | Reduced |
| Eastern Bank | 250 | $8.86K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $8.18K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $7.08K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $7.00K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $6.06K | 0.00% | +171 | New |
| Geneos Wealth Management Inc. | 165 | $5.84K | 0.00% | −165−50.0% | Reduced |
| TSFG, LLC | 130 | $5.00K | 0.00% | +3+2.4% | Added |
| Tidemark, LLC | 125 | $4.43K | 0.00% | −100−44.4% | Reduced |
| Harbour Investments, Inc. | 125 | $4.43K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $35 | 0.00% | – | – |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −23,882−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −20,657−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −7,208−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −6,781−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −6,120−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −110−100.0% | Sold out |