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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.

Q4 2025 vs. Q3 2025

How the institutions holding John Hancock Diversified Income Fund changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of HEQ: Q3 2025 compared with Q4 2025
MeasureQ3 2025Q4 2025Change
Holders3435+1
Shares2.89M3.20M+313.4K (+10.9%)
Value$30.7M$34.4M+$3.66M (+11.9%)

New holders (5)

Institutions that held John Hancock Diversified Income Fund at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to HEQ in Q4 2025
InstitutionSharesValue% of portfolio
Bulldog Investors, LLP381,764$4.10M0.91%
Sax Wealth Advisors, LLC33,953$365.0K0.02%
Wiley Bros.-Aintree Capital, LLC16,232$174.5K0.00%
XTX Topco Ltd13,350$143.5K0.00%
Motiv8 Investments LLC589$6.00K0.00%

Sold out (4)

Institutions that held John Hancock Diversified Income Fund at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of HEQ in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Guggenheim Capital LLC30,834$328.4K
Karpus Management, Inc.10,713$114.1K
Advisory Services Network, LLC1,409$15.0K
Highline Wealth Partners LLC340$3.62K