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.
Q1 2026 vs. Q4 2025
How the institutions holding John Hancock Financial Opportunities Fund changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 86 | 3 | 80 | −3 |
| Shares | 4.24M | 5.70K | 4.07M | −158.1K (−3.7%) |
| Value | $148.6M | $200.1K | $146.0M | −$2.33M (−1.6%) |
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Indivisible Partners | 8,112 | $291.0K | 0.03% |
| Envestnet Asset Management Inc | 6,234 | $223.6K | 0.00% |
| Fifth Third Bancorp | 5,739 | $205.9K | 0.00% |
| Vanguard National Trust Co | 2,915 | $104.6K | 0.01% |
| Osbon Capital Management LLC | 1,160 | $41.6K | 0.03% |
| Mark Sheptoff Financial Planning, LLC | 200 | $7.45K | 0.00% |
| Larson Financial Group LLC | 174 | $6.25K | 0.00% |
| Beaird Harris Wealth Management, LLC | 143 | $5.13K | 0.00% |
| JPMorgan Chase & Co | 22 | $752 | 0.00% |
| Mather Group, LLC. | 4 | $143 | 0.00% |
Sold out (13)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Readystate Asset Management LP | 70,727 | $2.48M |
| AlphaCore Capital LLC | 13,792 | $483.8K |
| Logan Stone Capital, LLC | 12,670 | $444.5K |
| J.W. Cole Advisors, Inc. | 12,310 | $431.8K |
| Landscape Capital Management, L.L.C. | 11,160 | $391.5K |
| Shaker Financial Services, LLC | 10,576 | $371.0K |
| Sowell Financial Services LLC | 7,319 | $256.8K |
| Smartleaf Asset Management LLC | 503 | $17.8K |
| McIlrath & Eck, LLC | 425 | $14.9K |
| Mountain Hill Investment Partners Corp. | 300 | $10.5K |
| Global Wealth Strategies & Associates | 180 | $6.31K |
| Highline Wealth Partners LLC | 100 | $3.51K |
| Ronald Blue Trust, Inc. | 18 | $631 |
Not filed for Q1 2026 yet (3)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Comerica Bank | 5,233 | $183.6K |
| CIBC Private Wealth Group, LLC | 300 | $10.5K |
| Global Retirement Partners, LLC | 171 | $6.00K |