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
- −416.1K (−10.3%) vs. Q2 2025
- Total value
- $130.5M
- −$12.7M (−8.9%) vs. Q2 2025
- New holders
- 14
- 16 more added
- Sold out
- 5
- 25 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 | $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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $36 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 5 | $180 | 0.00% | +5 | New |
| Jones Financial Companies LLLP | 22 | $792 | 0.00% | +22 | New |
| Ronald Blue Trust, Inc. | 28 | $1.01K | 0.00% | −972−97.2% | Reduced |
| CoreCap Advisors, LLC | 50 | $1.80K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 97 | $3.49K | 0.00% | +97 | New |
| Highline Wealth Partners LLC | 100 | $3.60K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 125 | $4.50K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $4.50K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 154 | $5.54K | 0.00% | −200−56.5% | Reduced |
| Geneos Wealth Management Inc. | 165 | $5.94K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $6.15K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 180 | $6.48K | 0.00% | +180 | New |
| Navigoe, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $7.20K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $8.31K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 250 | $8.99K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 277 | $9.97K | 0.00% | 00.0% | Unchanged |
| 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 |
| Russell Investments Group, Ltd. | 340 | $12.2K | 0.00% | +340 | New |
| Hantz Financial Services, Inc. | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 503 | $18.1K | 0.00% | +503 | New |
| CWM, LLC | 576 | $21.0K | 0.00% | −117−16.9% | Reduced |
| Creative Financial Designs Inc | 600 | $21.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 870 | $31.3K | 0.00% | +90+11.5% | Added |
| Atlantic Union Bankshares Corp | 1,000 | $36.0K | 0.00% | +1,000 | New |
| GWM Advisors LLC | 1,076 | $38.7K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,616 | $58.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,740 | $62.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,817 | $65.4K | 0.00% | −200−9.9% | Reduced |
| Private Trust Co NA | 2,000 | $72.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,830 | $102.0K | 0.00% | +2,830 | New |
| Allworth Financial LP | 4,496 | $161.8K | 0.00% | +3+0.1% | Added |
| Comerica Bank | 5,033 | $181.1K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 5,765 | $207.4K | 0.00% | −215−3.6% | Reduced |
| Avidian Wealth Solutions, LLC | 5,789 | $208.3K | 0.01% | −1,120−16.2% | Reduced |
| Invesco Ltd. | 6,256 | $225.1K | 0.00% | −7,820−55.6% | Reduced |
| Creative Planning | 6,578 | $236.7K | 0.00% | +6,578 | New |
| Cetera Investment Advisers | 7,086 | $255.0K | 0.00% | +7,086 | New |
| Abel Hall, LLC | 8,000 | $287.8K | 0.12% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 8,829 | $317.7K | 0.13% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,784 | $388.0K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,817 | $389.2K | 0.00% | +14+0.1% | Added |
| J.W. Cole Advisors, Inc. | 12,188 | $438.5K | 0.01% | +1,514+14.2% | Added |
| Stephens Inc | 12,564 | $452.1K | 0.01% | −325−2.5% | Reduced |
| Benjamin Edwards Inc | 13,178 | $474.1K | 0.01% | +13,178 | New |
| Peapack Gladstone Financial Corp | 14,142 | $509.0K | 0.01% | −803−5.4% | Reduced |
| Commonwealth Equity Services, LLC | 14,164 | $510.0K | 0.00% | −3,838−21.3% | Reduced |
| Kestra Advisory Services, LLC | 14,757 | $531.0K | 0.00% | +1,689+12.9% | Added |
| HighTower Advisors, LLC | 16,294 | $586.3K | 0.00% | −78−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 16,238 | $596.8K | 0.00% | −950−5.5% | Reduced |
| Mariner, LLC | 19,122 | $688.0K | 0.00% | +138+0.7% | Added |
| Triumph Capital Management | 19,333 | $695.6K | 0.19% | −7,307−27.4% | Reduced |
| Tennessee Valley Asset Management Partners | 20,681 | $744.1K | 0.10% | +20,681 | New |
| Private Advisor Group, LLC | 21,336 | $767.7K | 0.00% | +1,174+5.8% | Added |
| AlphaCore Capital LLC | 22,047 | $793.3K | 0.03% | −440−2.0% | Reduced |
| Ameriprise Financial Inc | 25,140 | $904.5K | 0.00% | +2,189+9.5% | Added |
| Samalin Investment Counsel, LLC | 25,735 | $925.9K | 0.32% | −1,553−5.7% | Reduced |
| Pensionmark Financial Group, LLC | 28,359 | $1.02M | 0.02% | −3,497−11.0% | Reduced |
| Oppenheimer & Co Inc | 29,733 | $1.07M | 0.01% | +211+0.7% | Added |
| Chancellor Financial Group WB LP | 30,870 | $1.11M | 0.79% | +193+0.6% | Added |
| Gilliland Jeter Wealth Management LLC | 36,796 | $1.32M | 0.41% | −86−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 40,237 | $1.45M | 0.00% | +2,219+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 42,515 | $1.53M | 0.01% | +6,820+19.1% | Added |
| UBS Group AG | 46,739 | $1.68M | 0.00% | +61+0.1% | Added |
| Bank of America Corp | 49,343 | $1.78M | 0.00% | +7,998+19.3% | Added |
| Cornerstone Advisors, LLC | 56,349 | $2.03M | 0.07% | −40,209−41.6% | Reduced |
| North Star Asset Management Inc | 69,030 | $2.48M | 0.10% | −3,263−4.5% | Reduced |
| Stifel Financial Corp | 86,431 | $3.11M | 0.00% | −685−0.8% | Reduced |
| Fca Corp | 93,475 | $3.36M | 0.93% | −402−0.4% | Reduced |
| LPL Financial LLC | 140,497 | $5.06M | 0.00% | −62,814−30.9% | Reduced |
| Raymond James Financial Inc | 192,088 | $6.91M | 0.00% | −366,722−65.6% | Reduced |
| Janney Montgomery Scott LLC | 198,643 | $7.15M | 0.02% | −8,471−4.1% | Reduced |
| Royal Bank of Canada | 258,912 | $9.32M | 0.00% | +2,925+1.1% | Added |
| Wells Fargo & Company | 643,370 | $23.1M | 0.00% | +50,977+8.6% | Added |
| Morgan Stanley | 1,218,174 | $43.8M | 0.00% | −9,965−0.8% | Reduced |
| 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 |