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.
Q4 2025 vs. Q3 2025
How the institutions holding John Hancock Financial Opportunities Fund changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 77 | 86 | +9 |
| Shares | 3.63M | 4.24M | +608.7K (+16.8%) |
| Value | $130.5M | $148.6M | +$18.1M (+13.9%) |
New holders (18)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Z3 Capital Partners, LLC | 403,588 | $14.2M | 3.40% |
| Wolverine Asset Management LLC | 76,148 | $2.67M | 0.04% |
| Readystate Asset Management LP | 70,727 | $2.48M | 0.11% |
| Alessandra Capital Management, LLC | 59,282 | $2.08M | 1.85% |
| Advisory Advocates, LLC | 27,000 | $947.2K | 0.94% |
| Logan Stone Capital, LLC | 12,670 | $444.5K | 0.11% |
| Landscape Capital Management, L.L.C. | 11,160 | $391.5K | 0.03% |
| Shaker Financial Services, LLC | 10,576 | $371.0K | 0.12% |
| XTX Topco Ltd | 7,766 | $272.4K | 0.01% |
| City of London Investment Management Co Ltd | 7,538 | $264.4K | 0.02% |
| Sowell Financial Services LLC | 7,319 | $256.8K | 0.01% |
| International Assets Investment Management, LLC | 1,625 | $57.0K | 0.00% |
| Farther Finance Advisors, LLC | 1,225 | $43.0K | 0.00% |
| Plante Moran Financial Advisors, LLC | 585 | $20.5K | 0.00% |
| McIlrath & Eck, LLC | 425 | $14.9K | 0.00% |
| Sfam, LLC | 300 | $10.5K | 0.01% |
| Wellington-Altus USA Inc. | 100 | $3.51K | 0.00% |
| Monetary Solutions, Ltd | 100 | $3.51K | 0.00% |
Sold out (9)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Cornerstone Advisors, LLC | 56,349 | $2.03M |
| Invesco Ltd. | 6,256 | $225.1K |
| Avidian Wealth Solutions, LLC | 5,789 | $208.3K |
| Hantz Financial Services, Inc. | 500 | $18.0K |
| Russell Investments Group, Ltd. | 340 | $12.2K |
| Geneos Wealth Management Inc. | 165 | $5.94K |
| Advisory Services Network, LLC | 97 | $3.49K |
| Jones Financial Companies LLLP | 22 | $792 |
| Tower Research Capital LLC (TRC) | 5 | $180 |