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.
Q2 2026 vs. Q1 2026
How the institutions holding John Hancock Financial Opportunities Fund changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 80 | 1 | 84 | +5 |
| Shares | 4.07M | 785 | 4.25M | +180.7K (+4.4%) |
| Value | $146.0M | $28.2K | $167.5M | +$21.5M (+14.7%) |
1 institution that held it in Q1 2026 haven't filed for Q2 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 Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| 1607 Capital Partners, LLC | 56,187 | $2.21M | 0.19% |
| Shaker Financial Services, LLC | 22,755 | $897.0K | 0.28% |
| J.W. Cole Advisors, Inc. | 11,774 | $464.1K | 0.01% |
| Karpus Management, Inc. | 9,698 | $382.3K | 0.01% |
| Almanack Investment Partners, LLC. | 9,579 | $377.6K | 0.05% |
| Citadel Advisors LLC | 8,503 | $335.2K | 0.00% |
| Wiley Bros.-Aintree Capital, LLC | 5,161 | $203.4K | 0.00% |
| Action Point Financial Planning, LLC | 1,160 | $45.7K | 0.00% |
| MB, Levis & Associates, LLC | 158 | $6.23K | 0.00% |
| Global Retirement Partners, LLC | 52 | $2.06K | 0.00% |
Sold out (5)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Wolverine Asset Management LLC | 13,603 | $487.9K |
| Redwood Wealth Management Group, LLC | 9,229 | $331.0K |
| MAI Capital Management | 1,740 | $62.4K |
| Osbon Capital Management LLC | 1,160 | $41.6K |
| Beaird Harris Wealth Management, LLC | 143 | $5.13K |
Not filed for Q2 2026 yet (1)
Institutions that held John Hancock Financial Opportunities Fund at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| CWM, LLC | 785 | $28.2K |