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, Q1 2026
Institutional positions in John Hancock Financial Opportunities Fund as of Mar 31, 2026. 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
- 80
- −3 vs. Q4 2025
- Shares held
- 4.07M
- −158.1K (−3.7%) vs. Q4 2025
- Total value
- $146.0M
- −$2.33M (−1.6%) vs. Q4 2025
- New holders
- 10
- 30 more added
- Sold out
- 13
- 20 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,189,618 | $42.7M | 0.00% | +650.0% | Added |
| Wells Fargo & Company | 653,442 | $23.4M | 0.00% | −13,750−2.1% | Reduced |
| Z3 Capital Partners, LLC | 408,961 | $14.7M | 3.72% | +5,373+1.3% | Added |
| Royal Bank of Canada | 267,804 | $9.61M | 0.00% | +8,443+3.3% | Added |
| Janney Montgomery Scott LLC | 193,135 | $6.93M | 0.02% | −3,474−1.8% | Reduced |
| Raymond James Financial Inc | 178,390 | $6.40M | 0.00% | +2,077+1.2% | Added |
| LPL Financial LLC | 127,880 | $4.59M | 0.00% | −1,905−1.5% | Reduced |
| Stifel Financial Corp | 102,120 | $3.66M | 0.00% | +15,387+17.7% | Added |
| Fca Corp | 88,984 | $3.19M | 0.90% | +2,064+2.4% | Added |
| North Star Asset Management Inc | 67,816 | $2.43M | 0.11% | −264−0.4% | Reduced |
| Alessandra Capital Management, LLC | 61,520 | $2.21M | 1.88% | +2,238+3.8% | Added |
| Steward Partners Investment Advisory, LLC | 54,340 | $1.95M | 0.01% | +5,131+10.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,212 | $1.73M | 0.00% | +4,027+9.1% | Added |
| Bank of America Corp | 45,151 | $1.62M | 0.00% | +1,311+3.0% | Added |
| UBS Group AG | 44,541 | $1.60M | 0.00% | −3,125−6.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 37,387 | $1.34M | 0.40% | +1,118+3.1% | Added |
| Ameriprise Financial Inc | 34,009 | $1.22M | 0.00% | +9,469+38.6% | Added |
| Chancellor Financial Group WB LP | 31,197 | $1.12M | 0.80% | +209+0.7% | Added |
| City of London Investment Management Co Ltd | 30,325 | $1.09M | 0.08% | +22,787+302.3% | Added |
| Advisory Advocates, LLC | 29,050 | $1.04M | 1.06% | +2,050+7.6% | Added |
| Oppenheimer & Co Inc | 27,890 | $1.00M | 0.01% | −504−1.8% | Reduced |
| HighTower Advisors, LLC | 25,197 | $903.8K | 0.00% | −972−3.7% | Reduced |
| Private Advisor Group, LLC | 23,961 | $859.5K | 0.00% | +796+3.4% | Added |
| Pensionmark Financial Group, LLC | 23,855 | $855.7K | 0.01% | −3,735−13.5% | Reduced |
| Samalin Investment Counsel, LLC | 21,078 | $756.1K | 0.27% | −4,885−18.8% | Reduced |
| Tennessee Valley Asset Management Partners | 20,707 | $742.8K | 0.10% | +13+0.1% | Added |
| Commonwealth Equity Services, LLC | 15,106 | $541.9K | 0.00% | +1,304+9.4% | Added |
| Kestra Advisory Services, LLC | 15,090 | $541.3K | 0.00% | +639+4.4% | Added |
| Mariner, LLC | 14,030 | $503.2K | 0.00% | −13,735−49.5% | Reduced |
| Wolverine Asset Management LLC | 13,603 | $487.9K | 0.01% | −62,545−82.1% | Reduced |
| Benjamin Edwards Inc | 13,391 | $480.3K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,910 | $391.0K | 0.01% | −2,938−21.2% | Reduced |
| Advisor Group Holdings, Inc. | 10,805 | $387.6K | 0.00% | −5,657−34.4% | Reduced |
| Institute for Wealth Management, LLC. | 10,784 | $386.8K | 0.04% | 00.0% | Unchanged |
| Triumph Capital Management | 10,302 | $369.5K | 0.08% | −9,070−46.8% | Reduced |
| XTX Topco Ltd | 9,678 | $347.1K | 0.01% | +1,912+24.6% | Added |
| Stephens Inc | 9,549 | $342.5K | 0.00% | −4,556−32.3% | Reduced |
| Colony Group, LLC | 9,470 | $339.7K | 0.00% | −532−5.3% | Reduced |
| Redwood Wealth Management Group, LLC | 9,229 | $331.0K | 0.14% | +400+4.5% | Added |
| D.A. Davidson & Co. | 9,021 | $323.6K | 0.00% | +15+0.2% | Added |
| Cetera Investment Advisers | 8,415 | $301.9K | 0.00% | +1,315+18.5% | Added |
| Indivisible Partners | 8,112 | $291.0K | 0.03% | +8,112 | New |
| Abel Hall, LLC | 8,000 | $287.0K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 6,621 | $237.5K | 0.00% | +22+0.3% | Added |
| Envestnet Asset Management Inc | 6,234 | $223.6K | 0.00% | +6,234 | New |
| Fifth Third Bancorp | 5,739 | $205.9K | 0.00% | +5,739 | New |
| Allworth Financial LP | 4,501 | $161.4K | 0.00% | +3+0.1% | Added |
| Centaurus Financial, Inc. | 2,921 | $105.0K | 0.00% | +53+1.8% | Added |
| Vanguard National Trust Co | 2,915 | $104.6K | 0.01% | +2,915 | New |
| Farther Finance Advisors, LLC | 2,145 | $76.3K | 0.00% | +920+75.1% | Added |
| The PNC Financial Services Group, Inc. | 2,029 | $72.8K | 0.00% | +212+11.7% | Added |
| Private Trust Co NA | 2,000 | $71.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,740 | $62.4K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,616 | $58.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,625 | $57.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,576 | $56.5K | 0.00% | −500−24.1% | Reduced |
| Osbon Capital Management LLC | 1,160 | $41.6K | 0.03% | +1,160 | New |
| Atlantic Union Bankshares Corp | 1,000 | $35.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 785 | $28.2K | 0.00% | +271+52.7% | Added |
| Eastern Bank | 750 | $26.9K | 0.00% | +500+200.0% | Added |
| Creative Financial Designs Inc | 600 | $21.5K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 502 | $18.0K | 0.00% | −429−46.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 400 | $14.3K | 0.00% | −185−31.6% | Reduced |
| Sfam, LLC | 300 | $10.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 277 | $9.94K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $8.29K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $7.45K | 0.00% | +200 | New |
| AdvisorNet Financial, Inc | 200 | $7.17K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 174 | $6.25K | 0.00% | +174 | New |
| Beaird Harris Wealth Management, LLC | 143 | $5.13K | 0.00% | +143 | New |
| Harbour Investments, Inc. | 125 | $4.48K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $4.48K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 118 | $4.23K | 0.00% | −36−23.4% | Reduced |
| Wellington-Altus USA Inc. | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 100 | $3.59K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 22 | $752 | 0.00% | +22 | New |
| Mather Group, LLC. | 4 | $143 | 0.00% | +4 | New |
| Huntington National Bank | – | $36 | 0.00% | – | – |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −70,727−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −13,792−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −12,670−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −12,310−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −11,160−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −10,576−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −7,319−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Mountain Hill Investment Partners Corp. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |