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.
Q3 2025 vs. Q2 2025
How the institutions holding John Hancock Financial Opportunities Fund changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 68 | 77 | +9 |
| Shares | 4.04M | 3.63M | −416.1K (−10.3%) |
| Value | $143.2M | $130.5M | −$12.7M (−8.9%) |
New holders (14)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Tennessee Valley Asset Management Partners | 20,681 | $744.1K | 0.10% |
| Benjamin Edwards Inc | 13,178 | $474.1K | 0.01% |
| Cetera Investment Advisers | 7,086 | $255.0K | 0.00% |
| Creative Planning | 6,578 | $236.7K | 0.00% |
| Centaurus Financial, Inc. | 2,830 | $102.0K | 0.00% |
| Atlantic Union Bankshares Corp | 1,000 | $36.0K | 0.00% |
| Smartleaf Asset Management LLC | 503 | $18.1K | 0.00% |
| Russell Investments Group, Ltd. | 340 | $12.2K | 0.00% |
| Mountain Hill Investment Partners Corp. | 300 | $10.8K | 0.01% |
| Global Wealth Strategies & Associates | 180 | $6.48K | 0.00% |
| Highline Wealth Partners LLC | 100 | $3.60K | 0.00% |
| Advisory Services Network, LLC | 97 | $3.49K | 0.00% |
| Jones Financial Companies LLLP | 22 | $792 | 0.00% |
| Tower Research Capital LLC (TRC) | 5 | $180 | 0.00% |
Sold out (5)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| L.M. Kohn & Company | 12,857 | $455.4K |
| Envestnet Asset Management Inc | 5,733 | $203.1K |
| Wealth Enhancement Advisory Services, LLC | 5,479 | $200.7K |
| Fifth Third Bancorp | 1,000 | $35.4K |
| TSFG, LLC | 130 | $5.00K |