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John Hancock Diversified Income Fund

HEQ
Exchange
NYSE
SEC CIK
0001496749

In the last 90 days, John Hancock Diversified Income Fund insiders filed 1 open-market purchase and 0 sales; 36 institutions reported holding it in 13F filings for Q2 2026, worth $41.1M in total; no superinvestor holds it.

Q3 2025 vs. Q2 2025

How the institutions holding John Hancock Diversified Income Fund changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of HEQ: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders32134+3
Shares2.79M16.5K2.89M+112.4K (+4.1%)
Value$29.5M$175.1K$30.7M+$1.39M (+4.7%)

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (4)

Institutions that held John Hancock Diversified Income Fund at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to HEQ in Q3 2025
InstitutionSharesValue% of portfolio
Verition Fund Management LLC26,559$282.9K0.00%
Cetera Investment Advisers18,864$200.9K0.00%
Advisory Services Network, LLC1,409$15.0K0.00%
Highline Wealth Partners LLC340$3.62K0.00%

Sold out (1)

Institutions that held John Hancock Diversified Income Fund at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of HEQ in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Allworth Financial LP470$4.97K

Not filed for Q3 2025 yet (1)

Institutions that held John Hancock Diversified Income Fund at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HEQ in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Avantax Advisory Services, Inc.16,549$175.1K