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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, Q3 2026

Institutional positions in John Hancock Financial Opportunities Fund as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
1
0 vs. Q2 2026
Shares held
1.28K
+534 (+71.2%) vs. Q2 2026
Total value
$46.1K
+$16.5K (+55.8%) vs. Q2 2026
New holders
0
1 more added
Sold out
0
0 more reduced

83 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 68 institutionsQ2 2021: 68 institutionsQ3 2021: 65 institutionsQ4 2021: 69 institutionsQ1 2022: 68 institutionsQ2 2022: 66 institutionsQ3 2022: 63 institutionsQ4 2022: 62 institutionsQ1 2023: 68 institutionsQ2 2023: 66 institutionsQ3 2023: 65 institutionsQ4 2023: 76 institutionsQ1 2024: 69 institutionsQ2 2024: 69 institutionsQ3 2024: 76 institutionsQ4 2024: 75 institutionsQ1 2025: 69 institutionsQ2 2025: 68 institutionsQ3 2025: 77 institutionsQ4 2025: 86 institutionsQ1 2026: 80 institutionsQ2 2026: 84 institutions
Value held
Q1 2021: $135.6MQ2 2021: $133.7MQ3 2021: $155.4MQ4 2021: $172.9MQ1 2022: $157.6MQ2 2022: $145.0MQ3 2022: $125.4MQ4 2022: $129.2MQ1 2023: $121.8MQ2 2023: $97.3MQ3 2023: $96.7MQ4 2023: $119.6MQ1 2024: $114.6MQ2 2024: $110.4MQ3 2024: $139.2MQ4 2024: $151.3MQ1 2025: $140.8MQ2 2025: $143.2MQ3 2025: $130.5MQ4 2025: $148.6MQ1 2026: $146.0MQ2 2026: $167.5M
Institutions holding BTO and their total value by quarter
QuarterHoldersValue
Q2 202684$167.5M
Q1 202680$146.0M
Q4 202586$148.6M
Q3 202577$130.5M
Q2 202568$143.2M
Q1 202569$140.8M
Q4 202475$151.3M
Q3 202476$139.2M
Q2 202469$110.4M
Q1 202469$114.6M
Q4 202376$119.6M
Q3 202365$96.7M
Q2 202366$97.3M
Q1 202368$121.8M
Q4 202262$129.2M
Q3 202263$125.4M
Q2 202266$145.0M
Q1 202268$157.6M
Q4 202169$172.9M
Q3 202165$155.4M
Q2 202168$133.7M
Q1 202168$135.6M

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q2 2026.

Institutions holding BTO in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Eastern Bank1,284$46.1K0.00%+534+71.2%Added
Morgan Stanley––––Not filed
Wells Fargo & Company––––Not filed
Z3 Capital Partners, LLC––––Not filed
Royal Bank of Canada––––Not filed
Janney Montgomery Scott LLC––––Not filed
Raymond James Financial Inc––––Not filed
LPL Financial LLC––––Not filed
Stifel Financial Corp––––Not filed
Fca Corp––––Not filed
North Star Asset Management Inc––––Not filed
Alessandra Capital Management, LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
1607 Capital Partners, LLC––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Bank of America Corp––––Not filed
UBS Group AG––––Not filed
City of London Investment Management Co Ltd––––Not filed
Gilliland Jeter Wealth Management LLC––––Not filed
Ameriprise Financial Inc––––Not filed
Chancellor Financial Group WB LP––––Not filed
Advisory Advocates, LLC––––Not filed
Oppenheimer & Co Inc––––Not filed
Private Advisor Group, LLC––––Not filed
HighTower Advisors, LLC––––Not filed
Shaker Financial Services, LLC––––Not filed
Pensionmark Financial Group, LLC––––Not filed
Tennessee Valley Asset Management Partners––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Kestra Advisory Services, LLC––––Not filed
Envestnet Asset Management Inc––––Not filed
Samalin Investment Counsel, LLC––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Mariner, LLC––––Not filed
Benjamin Edwards Inc––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Peapack Gladstone Financial Corp––––Not filed
Triumph Capital Management––––Not filed
Colony Group, LLC––––Not filed
Karpus Management, Inc.––––Not filed
Almanack Investment Partners, LLC.––––Not filed
D.A. Davidson & Co.––––Not filed
Citadel Advisors LLC––––Not filed
Cetera Investment Advisers––––Not filed
Stephens Inc––––Not filed
Abel Hall, LLC––––Not filed
XTX Topco Ltd––––Not filed
Indivisible Partners––––Not filed
Creative Planning––––Not filed
Fifth Third Bancorp––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
Allworth Financial LP––––Not filed
Centaurus Financial, Inc.––––Not filed
Vanguard National Trust Co––––Not filed
Farther Finance Advisors, LLC––––Not filed
Private Trust Co NA––––Not filed
International Assets Investment Management, LLC––––Not filed
Thompson Investment Management, Inc.––––Not filed
GWM Advisors LLC––––Not filed
Action Point Financial Planning, LLC––––Not filed
Atlantic Union Bankshares Corp––––Not filed
JPMorgan Chase & Co––––Not filed
Creative Financial Designs Inc––––Not filed
Toth Financial Advisory Corp––––Not filed
Plante Moran Financial Advisors, LLC––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Sfam, LLC––––Not filed
Spire Wealth Management––––Not filed
Bogart Wealth, LLC––––Not filed
AdvisorNet Financial, Inc––––Not filed
Mark Sheptoff Financial Planning, LLC––––Not filed
Navigoe, LLC––––Not filed
Larson Financial Group LLC––––Not filed
MB, Levis & Associates, LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Tidemark, LLC––––Not filed
Monetary Solutions, Ltd––––Not filed
Wellington-Altus USA Inc.––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Global Retirement Partners, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Mather Group, LLC.––––Not filed
Huntington National Bank––––Not filed