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