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, Q4 2025
Institutional positions in John Hancock Financial Opportunities Fund as of Dec 31, 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
- 86
- +9 vs. Q3 2025
- Shares held
- 4.24M
- +608.7K (+16.8%) vs. Q3 2025
- Total value
- $148.6M
- +$18.1M (+13.9%) vs. Q3 2025
- New holders
- 18
- 25 more added
- Sold out
- 9
- 18 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,189,553 | $41.7M | 0.00% | −28,621−2.3% | Reduced |
| Wells Fargo & Company | 667,192 | $23.4M | 0.00% | +23,822+3.7% | Added |
| Z3 Capital Partners, LLC | 403,588 | $14.2M | 3.40% | +403,588 | New |
| Royal Bank of Canada | 259,361 | $9.10M | 0.00% | +449+0.2% | Added |
| Janney Montgomery Scott LLC | 196,609 | $6.90M | 0.02% | −2,034−1.0% | Reduced |
| Raymond James Financial Inc | 176,313 | $6.19M | 0.00% | −15,775−8.2% | Reduced |
| LPL Financial LLC | 129,785 | $4.55M | 0.00% | −10,712−7.6% | Reduced |
| Fca Corp | 86,920 | $3.05M | 0.86% | −6,555−7.0% | Reduced |
| Stifel Financial Corp | 86,733 | $3.04M | 0.00% | +302+0.3% | Added |
| Wolverine Asset Management LLC | 76,148 | $2.67M | 0.04% | +76,148 | New |
| Readystate Asset Management LP | 70,727 | $2.48M | 0.11% | +70,727 | New |
| North Star Asset Management Inc | 68,080 | $2.39M | 0.10% | −950−1.4% | Reduced |
| Alessandra Capital Management, LLC | 59,282 | $2.08M | 1.85% | +59,282 | New |
| Steward Partners Investment Advisory, LLC | 49,209 | $1.73M | 0.01% | +6,694+15.7% | Added |
| UBS Group AG | 47,666 | $1.67M | 0.00% | +927+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 44,185 | $1.55M | 0.00% | +3,948+9.8% | Added |
| Bank of America Corp | 43,840 | $1.54M | 0.00% | −5,503−11.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 36,269 | $1.27M | 0.38% | −527−1.4% | Reduced |
| Chancellor Financial Group WB LP | 30,988 | $1.09M | 0.74% | +118+0.4% | Added |
| Oppenheimer & Co Inc | 28,394 | $996.1K | 0.01% | −1,339−4.5% | Reduced |
| Mariner, LLC | 27,765 | $974.0K | 0.00% | +8,643+45.2% | Added |
| Pensionmark Financial Group, LLC | 27,590 | $967.9K | 0.02% | −769−2.7% | Reduced |
| Advisory Advocates, LLC | 27,000 | $947.2K | 0.94% | +27,000 | New |
| HighTower Advisors, LLC | 26,169 | $918.0K | 0.00% | +9,875+60.6% | Added |
| Samalin Investment Counsel, LLC | 25,963 | $910.8K | 0.32% | +228+0.9% | Added |
| Ameriprise Financial Inc | 24,540 | $860.9K | 0.00% | −600−2.4% | Reduced |
| Private Advisor Group, LLC | 23,165 | $812.6K | 0.00% | +1,829+8.6% | Added |
| Tennessee Valley Asset Management Partners | 20,694 | $725.9K | 0.09% | +13+0.1% | Added |
| Triumph Capital Management | 19,372 | $679.6K | 0.15% | +39+0.2% | Added |
| Advisor Group Holdings, Inc. | 16,462 | $577.6K | 0.00% | +224+1.4% | Added |
| Kestra Advisory Services, LLC | 14,451 | $507.0K | 0.00% | −306−2.1% | Reduced |
| Stephens Inc | 14,105 | $494.8K | 0.01% | +1,541+12.3% | Added |
| Peapack Gladstone Financial Corp | 13,848 | $486.0K | 0.01% | −294−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 13,802 | $484.2K | 0.00% | −362−2.6% | Reduced |
| AlphaCore Capital LLC | 13,792 | $483.8K | 0.01% | −8,255−37.4% | Reduced |
| Benjamin Edwards Inc | 13,391 | $469.7K | 0.01% | +213+1.6% | Added |
| Logan Stone Capital, LLC | 12,670 | $444.5K | 0.11% | +12,670 | New |
| J.W. Cole Advisors, Inc. | 12,310 | $431.8K | 0.01% | +122+1.0% | Added |
| Landscape Capital Management, L.L.C. | 11,160 | $391.5K | 0.03% | +11,160 | New |
| Institute for Wealth Management, LLC. | 10,784 | $378.3K | 0.04% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 10,576 | $371.0K | 0.12% | +10,576 | New |
| Colony Group, LLC | 10,002 | $350.9K | 0.00% | +4,237+73.5% | Added |
| D.A. Davidson & Co. | 9,006 | $315.9K | 0.00% | −1,811−16.7% | Reduced |
| Redwood Wealth Management Group, LLC | 8,829 | $309.7K | 0.13% | 00.0% | Unchanged |
| Abel Hall, LLC | 8,000 | $280.6K | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,766 | $272.4K | 0.01% | +7,766 | New |
| City of London Investment Management Co Ltd | 7,538 | $264.4K | 0.02% | +7,538 | New |
| Sowell Financial Services LLC | 7,319 | $256.8K | 0.01% | +7,319 | New |
| Cetera Investment Advisers | 7,100 | $249.1K | 0.00% | +14+0.2% | Added |
| Creative Planning | 6,599 | $231.5K | 0.00% | +21+0.3% | Added |
| Comerica Bank | 5,233 | $183.6K | 0.00% | +200+4.0% | Added |
| Allworth Financial LP | 4,498 | $157.8K | 0.00% | +20.0% | Added |
| Centaurus Financial, Inc. | 2,868 | $101.0K | 0.00% | +38+1.3% | Added |
| GWM Advisors LLC | 2,076 | $72.8K | 0.00% | +1,000+92.9% | Added |
| Private Trust Co NA | 2,000 | $70.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,817 | $63.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,740 | $61.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,625 | $57.0K | 0.00% | +1,625 | New |
| Thompson Investment Management, Inc. | 1,616 | $56.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,225 | $43.0K | 0.00% | +1,225 | New |
| Atlantic Union Bankshares Corp | 1,000 | $35.1K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 931 | $32.7K | 0.00% | +61+7.0% | Added |
| Creative Financial Designs Inc | 600 | $21.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 585 | $20.5K | 0.00% | +585 | New |
| CWM, LLC | 514 | $18.0K | 0.00% | −62−10.8% | Reduced |
| Smartleaf Asset Management LLC | 503 | $17.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 425 | $14.9K | 0.00% | +425 | New |
| CIBC Private Wealth Group, LLC | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 300 | $10.5K | 0.01% | 00.0% | Unchanged |
| Sfam, LLC | 300 | $10.5K | 0.01% | +300 | New |
| Spire Wealth Management | 277 | $9.72K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 250 | $8.77K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $8.10K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $7.02K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 180 | $6.31K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 171 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 154 | $5.40K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $4.38K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $4.38K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 100 | $3.51K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 100 | $3.51K | 0.00% | +100 | New |
| Monetary Solutions, Ltd | 100 | $3.51K | 0.00% | +100 | New |
| CoreCap Advisors, LLC | 50 | $1.75K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 18 | $631 | 0.00% | −10−35.7% | Reduced |
| Huntington National Bank | – | $35 | 0.00% | – | – |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −56,349−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −6,256−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −5,789−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5−100.0% | Sold out |