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.
Q2 2025 vs. Q1 2025
How the institutions holding John Hancock Financial Opportunities Fund changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 69 | 68 | −1 |
| Shares | 4.13M | 4.04M | −84.9K (−2.1%) |
| Value | $140.8M | $143.2M | +$2.42M (+1.7%) |
New holders (5)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Envestnet Asset Management Inc | 5,733 | $203.1K | 0.00% |
| Wealth Enhancement Advisory Services, LLC | 5,479 | $200.7K | 0.00% |
| Fifth Third Bancorp | 1,000 | $35.4K | 0.00% |
| Ronald Blue Trust, Inc. | 1,000 | $35.4K | 0.00% |
| Global Retirement Partners, LLC | 171 | $6.06K | 0.00% |
Sold out (6)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Jaffetilchin Investment Partners, LLC | 23,882 | $814.6K |
| Tennessee Valley Asset Management Partners | 20,657 | $704.6K |
| Creative Planning | 7,208 | $245.9K |
| Wedbush Securities Inc | 6,781 | $231.0K |
| Wiley Bros.-Aintree Capital, LLC | 6,120 | $207.7K |
| Investors Research Corp | 110 | $3.75K |