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, Q2 2026
Institutional positions in John Hancock Financial Opportunities Fund as of Jun 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
- Institutional holders
- 84
- +5 vs. Q1 2026
- Shares held
- 4.25M
- +180.7K (+4.4%) vs. Q1 2026
- Total value
- $167.5M
- +$21.5M (+14.7%) vs. Q1 2026
- New holders
- 10
- 30 more added
- Sold out
- 5
- 18 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding John Hancock Financial Opportunities Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $39 | 0.00% | – | – |
| Mather Group, LLC. | 4 | $158 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 50 | $1.97K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 52 | $2.06K | 0.00% | +52 | New |
| Northwestern Mutual Wealth Management Co | 80 | $3.15K | 0.00% | −38−32.2% | Reduced |
| Wellington-Altus USA Inc. | 100 | $3.59K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 125 | $4.93K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $4.93K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 158 | $6.23K | 0.00% | +158 | New |
| Larson Financial Group LLC | 174 | $6.87K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $7.88K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 200 | $7.88K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 231 | $9.11K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 277 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 300 | $11.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 357 | $14.1K | 0.00% | −1,672−82.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 400 | $15.8K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 505 | $19.9K | 0.00% | +3+0.6% | Added |
| Creative Financial Designs Inc | 600 | $23.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 750 | $29.6K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 830 | $32.5K | 0.00% | +808+3,672.7% | Added |
| Atlantic Union Bankshares Corp | 1,000 | $39.4K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 1,160 | $45.7K | 0.00% | +1,160 | New |
| GWM Advisors LLC | 1,576 | $62.1K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,616 | $63.7K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,625 | $64.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $78.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,145 | $84.6K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 2,915 | $114.9K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,969 | $117.0K | 0.00% | +48+1.6% | Added |
| Allworth Financial LP | 4,503 | $177.5K | 0.00% | +20.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,161 | $203.4K | 0.00% | +5,161 | New |
| Fifth Third Bancorp | 5,204 | $205.1K | 0.00% | −535−9.3% | Reduced |
| Creative Planning | 6,641 | $261.8K | 0.00% | +20+0.3% | Added |
| Indivisible Partners | 7,180 | $283.0K | 0.02% | −932−11.5% | Reduced |
| XTX Topco Ltd | 7,898 | $311.3K | 0.00% | −1,780−18.4% | Reduced |
| Abel Hall, LLC | 8,000 | $315.4K | 0.05% | 00.0% | Unchanged |
| Stephens Inc | 8,149 | $321.2K | 0.00% | −1,400−14.7% | Reduced |
| Cetera Investment Advisers | 8,429 | $332.3K | 0.00% | +14+0.2% | Added |
| Citadel Advisors LLC | 8,503 | $335.2K | 0.00% | +8,503 | New |
| D.A. Davidson & Co. | 9,035 | $356.2K | 0.00% | +14+0.2% | Added |
| Almanack Investment Partners, LLC. | 9,579 | $377.6K | 0.05% | +9,579 | New |
| Karpus Management, Inc. | 9,698 | $382.3K | 0.01% | +9,698 | New |
| Colony Group, LLC | 9,941 | $391.9K | 0.00% | +471+5.0% | Added |
| Triumph Capital Management | 10,250 | $404.1K | 0.07% | −52−0.5% | Reduced |
| Peapack Gladstone Financial Corp | 10,515 | $415.0K | 0.00% | −395−3.6% | Reduced |
| Institute for Wealth Management, LLC. | 10,784 | $425.1K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,774 | $464.1K | 0.01% | +11,774 | New |
| Benjamin Edwards Inc | 13,723 | $540.9K | 0.00% | +332+2.5% | Added |
| Mariner, LLC | 14,218 | $560.5K | 0.00% | +188+1.3% | Added |
| Commonwealth Equity Services, LLC | 14,544 | $573.3K | 0.00% | −562−3.7% | Reduced |
| Samalin Investment Counsel, LLC | 14,970 | $590.1K | 0.19% | −6,108−29.0% | Reduced |
| Envestnet Asset Management Inc | 15,410 | $607.5K | 0.00% | +9,176+147.2% | Added |
| Kestra Advisory Services, LLC | 15,554 | $613.1K | 0.00% | +464+3.1% | Added |
| Advisor Group Holdings, Inc. | 19,452 | $767.1K | 0.00% | +8,647+80.0% | Added |
| Tennessee Valley Asset Management Partners | 20,719 | $816.7K | 0.09% | +12+0.1% | Added |
| Pensionmark Financial Group, LLC | 23,785 | $854.0K | 0.01% | −70−0.3% | Reduced |
| Shaker Financial Services, LLC | 22,755 | $897.0K | 0.28% | +22,755 | New |
| HighTower Advisors, LLC | 25,390 | $1.00M | 0.00% | +193+0.8% | Added |
| Private Advisor Group, LLC | 26,708 | $1.05M | 0.00% | +2,747+11.5% | Added |
| Oppenheimer & Co Inc | 28,082 | $1.11M | 0.01% | +192+0.7% | Added |
| Advisory Advocates, LLC | 30,800 | $1.21M | 1.04% | +1,750+6.0% | Added |
| Chancellor Financial Group WB LP | 31,366 | $1.24M | 0.77% | +169+0.5% | Added |
| Ameriprise Financial Inc | 35,323 | $1.39M | 0.00% | +1,314+3.9% | Added |
| Gilliland Jeter Wealth Management LLC | 37,494 | $1.48M | 0.39% | +107+0.3% | Added |
| City of London Investment Management Co Ltd | 41,092 | $1.62M | 0.10% | +10,767+35.5% | Added |
| UBS Group AG | 43,824 | $1.73M | 0.00% | −717−1.6% | Reduced |
| Bank of America Corp | 46,684 | $1.84M | 0.00% | +1,533+3.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 51,248 | $2.02M | 0.00% | +3,036+6.3% | Added |
| 1607 Capital Partners, LLC | 56,187 | $2.21M | 0.19% | +56,187 | New |
| Steward Partners Investment Advisory, LLC | 56,961 | $2.25M | 0.01% | +2,621+4.8% | Added |
| Alessandra Capital Management, LLC | 61,315 | $2.42M | 1.71% | −205−0.3% | Reduced |
| North Star Asset Management Inc | 67,641 | $2.67M | 0.10% | −175−0.3% | Reduced |
| Fca Corp | 95,444 | $3.76M | 0.93% | +6,460+7.3% | Added |
| Stifel Financial Corp | 99,302 | $3.91M | 0.00% | −2,818−2.8% | Reduced |
| LPL Financial LLC | 130,039 | $5.13M | 0.00% | +2,159+1.7% | Added |
| Raymond James Financial Inc | 172,704 | $6.81M | 0.00% | −5,686−3.2% | Reduced |
| Janney Montgomery Scott LLC | 177,451 | $7.00M | 0.01% | −15,684−8.1% | Reduced |
| Royal Bank of Canada | 270,289 | $10.7M | 0.00% | +2,485+0.9% | Added |
| Z3 Capital Partners, LLC | 411,393 | $16.2M | 3.40% | +2,432+0.6% | Added |
| Wells Fargo & Company | 646,729 | $25.5M | 0.00% | −6,713−1.0% | Reduced |
| Morgan Stanley | 1,258,587 | $49.6M | 0.00% | +68,969+5.8% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −13,603−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −9,229−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Osbon Capital Management LLC | 0 | $0 | 0.00% | −1,160−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |