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.
13F holders, Q3 2025
Institutional positions in John Hancock Diversified Income Fund as of Sep 30, 2025. 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
- 34
- +3 vs. Q2 2025
- Shares held
- 2.89M
- +112.4K (+4.1%) vs. Q2 2025
- Total value
- $30.7M
- +$1.39M (+4.7%) vs. Q2 2025
- New holders
- 4
- 18 more added
- Sold out
- 1
- 10 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HEQ 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 | 36 | $41.1M |
| Q1 2026 | 33 | $37.5M |
| Q4 2025 | 35 | $34.4M |
| Q3 2025 | 34 | $30.7M |
| Q2 2025 | 32 | $29.5M |
| Q1 2025 | 32 | $29.1M |
| Q4 2024 | 34 | $27.8M |
| Q3 2024 | 34 | $29.7M |
| Q2 2024 | 35 | $27.7M |
| Q1 2024 | 32 | $28.3M |
| Q4 2023 | 31 | $27.5M |
| Q3 2023 | 25 | $22.7M |
| Q2 2023 | 22 | $24.8M |
| Q1 2023 | 19 | $23.8M |
| Q4 2022 | 21 | $23.5M |
| Q3 2022 | 19 | $24.5M |
| Q2 2022 | 22 | $24.3M |
| Q1 2022 | 18 | $27.4M |
| Q4 2021 | 19 | $30.6M |
| Q3 2021 | 26 | $28.7M |
| Q2 2021 | 25 | $33.1M |
| Q1 2021 | 26 | $38.0M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highline Wealth Partners LLC | 340 | $3.62K | 0.00% | +340 | New |
| Advisory Services Network, LLC | 1,409 | $15.0K | 0.00% | +1,409 | New |
| Comerica Bank | 4,189 | $44.6K | 0.00% | +95+2.3% | Added |
| Karpus Management, Inc. | 10,713 | $114.1K | 0.00% | −11,880−52.6% | Reduced |
| National Asset Management, Inc. | 15,869 | $169.0K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 18,400 | $196.0K | 0.02% | −800−4.2% | Reduced |
| Cetera Investment Advisers | 18,864 | $200.9K | 0.00% | +18,864 | New |
| Kovack Advisors, Inc. | 23,060 | $245.6K | 0.02% | +4,165+22.0% | Added |
| UBS Group AG | 25,587 | $272.5K | 0.00% | +274+1.1% | Added |
| Raymond James Financial Inc | 26,074 | $277.7K | 0.00% | +123+0.5% | Added |
| Verition Fund Management LLC | 26,559 | $282.9K | 0.00% | +26,559 | New |
| Two Sigma Investments, LP | 27,364 | $291.4K | 0.00% | −5,223−16.0% | Reduced |
| Robinson Capital Management, LLC | 30,308 | $322.8K | 0.23% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 30,834 | $328.4K | 0.00% | −26,163−45.9% | Reduced |
| LPL Financial LLC | 32,699 | $348.2K | 0.00% | +6,722+25.9% | Added |
| Advisor Group Holdings, Inc. | 38,089 | $407.9K | 0.00% | −5,293−12.2% | Reduced |
| Kestra Advisory Services, LLC | 42,112 | $448.5K | 0.00% | −2,338−5.3% | Reduced |
| Royal Bank of Canada | 46,319 | $493.0K | 0.00% | +32+0.1% | Added |
| Advisors Asset Management, Inc. | 64,574 | $687.7K | 0.01% | +148+0.2% | Added |
| Ameriprise Financial Inc | 65,693 | $699.6K | 0.00% | +8,287+14.4% | Added |
| Pathstone Holdings, LLC | 75,105 | $799.9K | 0.00% | −3,617−4.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 79,920 | $851.1K | 0.13% | +25,226+46.1% | Added |
| Wolverine Asset Management LLC | 89,370 | $951.8K | 0.01% | +22,832+34.3% | Added |
| Invesco Ltd. | 92,708 | $987.3K | 0.00% | +10,090+12.2% | Added |
| Wells Fargo & Company | 97,866 | $1.04M | 0.00% | +20.0% | Added |
| CNH Partners LLC | 115,857 | $1.23M | 0.03% | −8,044−6.5% | Reduced |
| 1607 Capital Partners, LLC | 122,340 | $1.30M | 0.10% | −13,035−9.6% | Reduced |
| Envestnet Asset Management Inc | 138,049 | $1.47M | 0.00% | +4,356+3.3% | Added |
| Principal Securities, Inc. | 152,472 | $1.62M | 0.03% | +1,992+1.3% | Added |
| Commonwealth Equity Services, LLC | 155,685 | $1.66M | 0.00% | +651+0.4% | Added |
| Shaker Financial Services, LLC | 247,175 | $2.63M | 0.90% | +22,211+9.9% | Added |
| Saba Capital Management, L.P. | 253,370 | $2.70M | 0.09% | +22,623+9.8% | Added |
| Bank of America Corp | 288,038 | $3.07M | 0.00% | −243−0.1% | Reduced |
| Morgan Stanley | 428,464 | $4.56M | 0.00% | +12,534+3.0% | Added |
| Allworth Financial LP | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |