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
- 4.04M
- −84.9K (−2.1%) vs. Q1 2025
- Total value
- $143.2M
- +$2.42M (+1.7%) vs. Q1 2025
- New holders
- 5
- 27 more added
- Sold out
- 6
- 15 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 | $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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $35 | 0.00% | – | – |
| CoreCap Advisors, LLC | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $4.43K | 0.00% | −100−44.4% | Reduced |
| Harbour Investments, Inc. | 125 | $4.43K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 130 | $5.00K | 0.00% | +3+2.4% | Added |
| Geneos Wealth Management Inc. | 165 | $5.84K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $6.06K | 0.00% | +171 | New |
| Navigoe, LLC | 200 | $7.00K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $7.08K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $8.18K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 250 | $8.86K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 277 | $9.81K | 0.00% | −186−40.2% | Reduced |
| CIBC Private Wealth Group, LLC | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 354 | $12.5K | 0.00% | +148+71.8% | Added |
| Hantz Financial Services, Inc. | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 600 | $21.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 693 | $25.0K | 0.00% | +179+34.8% | Added |
| Toth Financial Advisory Corp | 780 | $27.6K | 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 |
| GWM Advisors LLC | 1,076 | $38.1K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,616 | $57.2K | 0.01% | +967+149.0% | Added |
| MAI Capital Management | 1,740 | $61.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $70.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,017 | $71.4K | 0.00% | −900−30.9% | Reduced |
| Allworth Financial LP | 4,493 | $159.2K | 0.00% | +1,102+32.5% | Added |
| Comerica Bank | 5,033 | $178.3K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 5,479 | $200.7K | 0.00% | +5,479 | New |
| Envestnet Asset Management Inc | 5,733 | $203.1K | 0.00% | +5,733 | New |
| Colony Group, LLC | 5,980 | $211.8K | 0.00% | −51−0.8% | Reduced |
| Avidian Wealth Solutions, LLC | 6,909 | $244.7K | 0.01% | −2,235−24.4% | Reduced |
| Abel Hall, LLC | 8,000 | $283.4K | 0.13% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 8,829 | $312.7K | 0.14% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,674 | $378.1K | 0.01% | +491+4.8% | Added |
| Institute for Wealth Management, LLC. | 10,784 | $382.0K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,803 | $382.6K | 0.00% | −486−4.3% | Reduced |
| L.M. Kohn & Company | 12,857 | $455.4K | 0.12% | 00.0% | Unchanged |
| Stephens Inc | 12,889 | $456.5K | 0.01% | +400+3.2% | Added |
| Kestra Advisory Services, LLC | 13,068 | $462.9K | 0.00% | +732+5.9% | Added |
| Invesco Ltd. | 14,076 | $498.6K | 0.00% | −5,098−26.6% | Reduced |
| Peapack Gladstone Financial Corp | 14,945 | $529.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 16,372 | $579.9K | 0.00% | −264−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 17,188 | $608.7K | 0.00% | +4,839+39.2% | Added |
| Commonwealth Equity Services, LLC | 18,002 | $638.0K | 0.00% | −348−1.9% | Reduced |
| Mariner, LLC | 18,984 | $672.4K | 0.00% | +503+2.7% | Added |
| Private Advisor Group, LLC | 20,162 | $714.1K | 0.00% | +641+3.3% | Added |
| AlphaCore Capital LLC | 22,487 | $796.5K | 0.03% | +7,485+49.9% | Added |
| Ameriprise Financial Inc | 22,951 | $812.9K | 0.00% | +552+2.5% | Added |
| Triumph Capital Management | 26,640 | $943.6K | 0.28% | +135+0.5% | Added |
| Samalin Investment Counsel, LLC | 27,288 | $966.5K | 0.37% | +1,035+3.9% | Added |
| Oppenheimer & Co Inc | 29,522 | $1.05M | 0.01% | +994+3.5% | Added |
| Chancellor Financial Group WB LP | 30,677 | $1.09M | 0.84% | +157+0.5% | Added |
| Pensionmark Financial Group, LLC | 31,856 | $1.13M | 0.03% | −471−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,695 | $1.26M | 0.01% | +568+1.6% | Added |
| Gilliland Jeter Wealth Management LLC | 36,882 | $1.31M | 0.43% | +761+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,018 | $1.35M | 0.00% | +539+1.4% | Added |
| Bank of America Corp | 41,345 | $1.46M | 0.00% | +8,240+24.9% | Added |
| UBS Group AG | 46,678 | $1.65M | 0.00% | +4,651+11.1% | Added |
| North Star Asset Management Inc | 72,293 | $2.56M | 0.11% | −750−1.0% | Reduced |
| Stifel Financial Corp | 87,116 | $3.09M | 0.00% | +1,341+1.6% | Added |
| Fca Corp | 93,877 | $3.33M | 1.00% | +1,483+1.6% | Added |
| Cornerstone Advisors, LLC | 96,558 | $3.42M | 0.12% | −58,340−37.7% | Reduced |
| LPL Financial LLC | 203,311 | $7.20M | 0.00% | −6,981−3.3% | Reduced |
| Janney Montgomery Scott LLC | 207,114 | $7.34M | 0.02% | −9,443−4.4% | Reduced |
| Royal Bank of Canada | 255,987 | $9.07M | 0.00% | +6,353+2.5% | Added |
| Raymond James Financial Inc | 558,810 | $19.8M | 0.01% | +28,231+5.3% | Added |
| Wells Fargo & Company | 592,393 | $21.0M | 0.00% | +3,738+0.6% | Added |
| Morgan Stanley | 1,228,139 | $43.5M | 0.00% | −24,154−1.9% | Reduced |
| 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 |