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 | $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, 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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $36 | 0.00% | – | – |
| Mather Group, LLC. | 4 | $143 | 0.00% | +4 | New |
| JPMorgan Chase & Co | 22 | $752 | 0.00% | +22 | New |
| CoreCap Advisors, LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 100 | $3.59K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 118 | $4.23K | 0.00% | −36−23.4% | Reduced |
| Harbour Investments, Inc. | 125 | $4.48K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $4.48K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 143 | $5.13K | 0.00% | +143 | New |
| Larson Financial Group LLC | 174 | $6.25K | 0.00% | +174 | New |
| Navigoe, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $7.17K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $7.45K | 0.00% | +200 | New |
| Bogart Wealth, LLC | 231 | $8.29K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 277 | $9.94K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 300 | $10.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 400 | $14.3K | 0.00% | −185−31.6% | Reduced |
| Toth Financial Advisory Corp | 502 | $18.0K | 0.00% | −429−46.1% | Reduced |
| Creative Financial Designs Inc | 600 | $21.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 750 | $26.9K | 0.00% | +500+200.0% | Added |
| CWM, LLC | 785 | $28.2K | 0.00% | +271+52.7% | Added |
| Atlantic Union Bankshares Corp | 1,000 | $35.9K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 1,160 | $41.6K | 0.03% | +1,160 | New |
| GWM Advisors LLC | 1,576 | $56.5K | 0.00% | −500−24.1% | Reduced |
| International Assets Investment Management, LLC | 1,625 | $57.8K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,616 | $58.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,740 | $62.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $71.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,029 | $72.8K | 0.00% | +212+11.7% | Added |
| Farther Finance Advisors, LLC | 2,145 | $76.3K | 0.00% | +920+75.1% | Added |
| Vanguard National Trust Co | 2,915 | $104.6K | 0.01% | +2,915 | New |
| Centaurus Financial, Inc. | 2,921 | $105.0K | 0.00% | +53+1.8% | Added |
| Allworth Financial LP | 4,501 | $161.4K | 0.00% | +3+0.1% | Added |
| Fifth Third Bancorp | 5,739 | $205.9K | 0.00% | +5,739 | New |
| Envestnet Asset Management Inc | 6,234 | $223.6K | 0.00% | +6,234 | New |
| Creative Planning | 6,621 | $237.5K | 0.00% | +22+0.3% | Added |
| Abel Hall, LLC | 8,000 | $287.0K | 0.06% | 00.0% | Unchanged |
| Indivisible Partners | 8,112 | $291.0K | 0.03% | +8,112 | New |
| Cetera Investment Advisers | 8,415 | $301.9K | 0.00% | +1,315+18.5% | Added |
| D.A. Davidson & Co. | 9,021 | $323.6K | 0.00% | +15+0.2% | Added |
| Redwood Wealth Management Group, LLC | 9,229 | $331.0K | 0.14% | +400+4.5% | Added |
| Colony Group, LLC | 9,470 | $339.7K | 0.00% | −532−5.3% | Reduced |
| Stephens Inc | 9,549 | $342.5K | 0.00% | −4,556−32.3% | Reduced |
| XTX Topco Ltd | 9,678 | $347.1K | 0.01% | +1,912+24.6% | Added |
| Triumph Capital Management | 10,302 | $369.5K | 0.08% | −9,070−46.8% | Reduced |
| Institute for Wealth Management, LLC. | 10,784 | $386.8K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,805 | $387.6K | 0.00% | −5,657−34.4% | Reduced |
| Peapack Gladstone Financial Corp | 10,910 | $391.0K | 0.01% | −2,938−21.2% | Reduced |
| Benjamin Edwards Inc | 13,391 | $480.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 13,603 | $487.9K | 0.01% | −62,545−82.1% | Reduced |
| Mariner, LLC | 14,030 | $503.2K | 0.00% | −13,735−49.5% | Reduced |
| Kestra Advisory Services, LLC | 15,090 | $541.3K | 0.00% | +639+4.4% | Added |
| Commonwealth Equity Services, LLC | 15,106 | $541.9K | 0.00% | +1,304+9.4% | Added |
| Tennessee Valley Asset Management Partners | 20,707 | $742.8K | 0.10% | +13+0.1% | Added |
| Samalin Investment Counsel, LLC | 21,078 | $756.1K | 0.27% | −4,885−18.8% | Reduced |
| Pensionmark Financial Group, LLC | 23,855 | $855.7K | 0.01% | −3,735−13.5% | Reduced |
| Private Advisor Group, LLC | 23,961 | $859.5K | 0.00% | +796+3.4% | Added |
| HighTower Advisors, LLC | 25,197 | $903.8K | 0.00% | −972−3.7% | Reduced |
| Oppenheimer & Co Inc | 27,890 | $1.00M | 0.01% | −504−1.8% | Reduced |
| Advisory Advocates, LLC | 29,050 | $1.04M | 1.06% | +2,050+7.6% | Added |
| City of London Investment Management Co Ltd | 30,325 | $1.09M | 0.08% | +22,787+302.3% | Added |
| Chancellor Financial Group WB LP | 31,197 | $1.12M | 0.80% | +209+0.7% | Added |
| Ameriprise Financial Inc | 34,009 | $1.22M | 0.00% | +9,469+38.6% | Added |
| Gilliland Jeter Wealth Management LLC | 37,387 | $1.34M | 0.40% | +1,118+3.1% | Added |
| UBS Group AG | 44,541 | $1.60M | 0.00% | −3,125−6.6% | Reduced |
| Bank of America Corp | 45,151 | $1.62M | 0.00% | +1,311+3.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,212 | $1.73M | 0.00% | +4,027+9.1% | Added |
| Steward Partners Investment Advisory, LLC | 54,340 | $1.95M | 0.01% | +5,131+10.4% | Added |
| Alessandra Capital Management, LLC | 61,520 | $2.21M | 1.88% | +2,238+3.8% | Added |
| North Star Asset Management Inc | 67,816 | $2.43M | 0.11% | −264−0.4% | Reduced |
| Fca Corp | 88,984 | $3.19M | 0.90% | +2,064+2.4% | Added |
| Stifel Financial Corp | 102,120 | $3.66M | 0.00% | +15,387+17.7% | Added |
| LPL Financial LLC | 127,880 | $4.59M | 0.00% | −1,905−1.5% | Reduced |
| Raymond James Financial Inc | 178,390 | $6.40M | 0.00% | +2,077+1.2% | Added |
| Janney Montgomery Scott LLC | 193,135 | $6.93M | 0.02% | −3,474−1.8% | Reduced |
| Royal Bank of Canada | 267,804 | $9.61M | 0.00% | +8,443+3.3% | Added |
| Z3 Capital Partners, LLC | 408,961 | $14.7M | 3.72% | +5,373+1.3% | Added |
| Wells Fargo & Company | 653,442 | $23.4M | 0.00% | −13,750−2.1% | Reduced |
| Morgan Stanley | 1,189,618 | $42.7M | 0.00% | +650.0% | Added |
| 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 |