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, Q3 2025
Institutional positions in John Hancock Financial Opportunities Fund as of Sep 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
- 77
- +9 vs. Q2 2025
- Shares held
- 3.63M
- −672.1K (−15.6%) vs. Q2 2025
- Total value
- $130.5M
- −$21.8M (−14.3%) vs. Q2 2025
- New holders
- 14
- 15 more added
- Sold out
- 5
- 26 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,218,174 | $43.8M | 0.00% | −9,965−0.8% | Reduced |
| Wells Fargo & Company | 643,370 | $23.1M | 0.00% | +50,977+8.6% | Added |
| Royal Bank of Canada | 258,912 | $9.32M | 0.00% | −253,062−49.4% | Reduced |
| Janney Montgomery Scott LLC | 198,643 | $7.15M | 0.02% | −8,471−4.1% | Reduced |
| Raymond James Financial Inc | 192,088 | $6.91M | 0.00% | −366,722−65.6% | Reduced |
| LPL Financial LLC | 140,497 | $5.06M | 0.00% | −62,814−30.9% | Reduced |
| Fca Corp | 93,475 | $3.36M | 0.93% | −402−0.4% | Reduced |
| Stifel Financial Corp | 86,431 | $3.11M | 0.00% | −685−0.8% | Reduced |
| North Star Asset Management Inc | 69,030 | $2.48M | 0.10% | −3,263−4.5% | Reduced |
| Cornerstone Advisors, LLC | 56,349 | $2.03M | 0.07% | −40,209−41.6% | Reduced |
| Bank of America Corp | 49,343 | $1.78M | 0.00% | +7,998+19.3% | Added |
| UBS Group AG | 46,739 | $1.68M | 0.00% | +61+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 42,515 | $1.53M | 0.01% | +6,820+19.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 40,237 | $1.45M | 0.00% | +2,219+5.8% | Added |
| Gilliland Jeter Wealth Management LLC | 36,796 | $1.32M | 0.41% | −86−0.2% | Reduced |
| Chancellor Financial Group WB LP | 30,870 | $1.11M | 0.79% | +193+0.6% | Added |
| Oppenheimer & Co Inc | 29,733 | $1.07M | 0.01% | +211+0.7% | Added |
| Pensionmark Financial Group, LLC | 28,359 | $1.02M | 0.02% | −3,497−11.0% | Reduced |
| Samalin Investment Counsel, LLC | 25,735 | $925.9K | 0.32% | −1,553−5.7% | Reduced |
| Ameriprise Financial Inc | 25,140 | $904.5K | 0.00% | +2,189+9.5% | Added |
| AlphaCore Capital LLC | 22,047 | $793.3K | 0.03% | −440−2.0% | Reduced |
| Private Advisor Group, LLC | 21,336 | $767.7K | 0.00% | +1,174+5.8% | Added |
| Tennessee Valley Asset Management Partners | 20,681 | $744.1K | 0.10% | +20,681 | New |
| Triumph Capital Management | 19,333 | $695.6K | 0.19% | −7,307−27.4% | Reduced |
| Mariner, LLC | 19,122 | $688.0K | 0.00% | +138+0.7% | Added |
| Advisor Group Holdings, Inc. | 16,238 | $596.8K | 0.00% | −950−5.5% | Reduced |
| HighTower Advisors, LLC | 16,294 | $586.3K | 0.00% | −78−0.5% | Reduced |
| Kestra Advisory Services, LLC | 14,757 | $531.0K | 0.00% | +1,689+12.9% | Added |
| Commonwealth Equity Services, LLC | 14,164 | $510.0K | 0.00% | −3,838−21.3% | Reduced |
| Peapack Gladstone Financial Corp | 14,142 | $509.0K | 0.01% | −803−5.4% | Reduced |
| Benjamin Edwards Inc | 13,178 | $474.1K | 0.01% | +13,178 | New |
| Stephens Inc | 12,564 | $452.1K | 0.01% | −325−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 12,188 | $438.5K | 0.01% | +1,514+14.2% | Added |
| D.A. Davidson & Co. | 10,817 | $389.2K | 0.00% | +14+0.1% | Added |
| Institute for Wealth Management, LLC. | 10,784 | $388.0K | 0.04% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 8,829 | $317.7K | 0.13% | 00.0% | Unchanged |
| Abel Hall, LLC | 8,000 | $287.8K | 0.12% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,086 | $255.0K | 0.00% | +7,086 | New |
| Creative Planning | 6,578 | $236.7K | 0.00% | +6,578 | New |
| Invesco Ltd. | 6,256 | $225.1K | 0.00% | −7,820−55.6% | Reduced |
| Avidian Wealth Solutions, LLC | 5,789 | $208.3K | 0.01% | −1,120−16.2% | Reduced |
| Colony Group, LLC | 5,765 | $207.4K | 0.00% | −215−3.6% | Reduced |
| Comerica Bank | 5,033 | $181.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,496 | $161.8K | 0.00% | +3+0.1% | Added |
| Centaurus Financial, Inc. | 2,830 | $102.0K | 0.00% | +2,830 | New |
| Private Trust Co NA | 2,000 | $72.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,817 | $65.4K | 0.00% | −200−9.9% | Reduced |
| MAI Capital Management | 1,740 | $62.6K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,616 | $58.1K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,076 | $38.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,000 | $36.0K | 0.00% | +1,000 | New |
| Toth Financial Advisory Corp | 870 | $31.3K | 0.00% | +90+11.5% | Added |
| Creative Financial Designs Inc | 600 | $21.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 576 | $21.0K | 0.00% | −117−16.9% | Reduced |
| Smartleaf Asset Management LLC | 503 | $18.1K | 0.00% | +503 | New |
| Hantz Financial Services, Inc. | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 340 | $12.2K | 0.00% | +340 | New |
| CIBC Private Wealth Group, LLC | 300 | $10.8K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 300 | $10.8K | 0.01% | +300 | New |
| Spire Wealth Management | 277 | $9.97K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 250 | $8.99K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $8.31K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $7.20K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 180 | $6.48K | 0.00% | +180 | New |
| Global Retirement Partners, LLC | 171 | $6.15K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 165 | $5.94K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 154 | $5.54K | 0.00% | −200−56.5% | Reduced |
| Harbour Investments, Inc. | 125 | $4.50K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $4.50K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 100 | $3.60K | 0.00% | +100 | New |
| Advisory Services Network, LLC | 97 | $3.49K | 0.00% | +97 | New |
| CoreCap Advisors, LLC | 50 | $1.80K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 28 | $1.01K | 0.00% | −972−97.2% | Reduced |
| Jones Financial Companies LLLP | 22 | $792 | 0.00% | +22 | New |
| Tower Research Capital LLC (TRC) | 5 | $180 | 0.00% | +5 | New |
| Huntington National Bank | – | $36 | 0.00% | – | – |
| L.M. Kohn & Company | 0 | $0 | 0.00% | −12,857−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −5,733−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −5,479−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |