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, Q4 2025
Institutional positions in John Hancock Diversified Income Fund as of Dec 31, 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
- 35
- +1 vs. Q3 2025
- Shares held
- 3.20M
- +313.4K (+10.9%) vs. Q3 2025
- Total value
- $34.4M
- +$3.66M (+11.9%) vs. Q3 2025
- New holders
- 5
- 15 more added
- Sold out
- 4
- 12 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding John Hancock Diversified Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Motiv8 Investments LLC | 589 | $6.00K | 0.00% | +589 | New |
| Comerica Bank | 4,285 | $46.1K | 0.00% | +96+2.3% | Added |
| XTX Topco Ltd | 13,350 | $143.5K | 0.00% | +13,350 | New |
| National Asset Management, Inc. | 15,869 | $170.6K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 16,232 | $174.5K | 0.00% | +16,232 | New |
| UBS Group AG | 17,003 | $182.8K | 0.00% | −8,584−33.5% | Reduced |
| NWF Advisory Services Inc. | 18,400 | $197.8K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,635 | $200.3K | 0.00% | −229−1.2% | Reduced |
| Advisors Asset Management, Inc. | 22,424 | $241.1K | 0.00% | −42,150−65.3% | Reduced |
| Raymond James Financial Inc | 26,275 | $282.4K | 0.00% | +201+0.8% | Added |
| Two Sigma Investments, LP | 27,364 | $294.2K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 33,779 | $363.1K | 0.15% | +3,471+11.5% | Added |
| Sax Wealth Advisors, LLC | 33,953 | $365.0K | 0.02% | +33,953 | New |
| Advisor Group Holdings, Inc. | 34,402 | $369.8K | 0.00% | −3,687−9.7% | Reduced |
| Verition Fund Management LLC | 36,559 | $393.0K | 0.00% | +10,000+37.7% | Added |
| LPL Financial LLC | 43,983 | $472.8K | 0.00% | +11,284+34.5% | Added |
| Kestra Advisory Services, LLC | 44,387 | $477.2K | 0.00% | +2,275+5.4% | Added |
| Royal Bank of Canada | 46,413 | $499.0K | 0.00% | +94+0.2% | Added |
| Wolverine Asset Management LLC | 47,578 | $511.5K | 0.01% | −41,792−46.8% | Reduced |
| Kovack Advisors, Inc. | 53,236 | $572.3K | 0.03% | +30,176+130.9% | Added |
| Wells Fargo & Company | 68,080 | $731.9K | 0.00% | −29,786−30.4% | Reduced |
| CNH Partners LLC | 76,020 | $817.2K | 0.02% | −39,837−34.4% | Reduced |
| Ameriprise Financial Inc | 76,665 | $824.1K | 0.00% | +10,972+16.7% | Added |
| Blue Bell Private Wealth Management, LLC | 97,987 | $1.05M | 0.15% | +18,067+22.6% | Added |
| Invesco Ltd. | 119,455 | $1.28M | 0.00% | +26,747+28.9% | Added |
| 1607 Capital Partners, LLC | 129,782 | $1.40M | 0.10% | +7,442+6.1% | Added |
| Shaker Financial Services, LLC | 133,072 | $1.43M | 0.45% | −114,103−46.2% | Reduced |
| Envestnet Asset Management Inc | 136,086 | $1.46M | 0.00% | −1,963−1.4% | Reduced |
| Principal Securities, Inc. | 147,371 | $1.58M | 0.02% | −5,101−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 150,439 | $1.62M | 0.00% | −5,246−3.4% | Reduced |
| Pathstone Holdings, LLC | 247,659 | $2.66M | 0.01% | +172,554+229.8% | Added |
| Saba Capital Management, L.P. | 281,328 | $3.02M | 0.10% | +27,958+11.0% | Added |
| Bank of America Corp | 292,614 | $3.15M | 0.00% | +4,576+1.6% | Added |
| Morgan Stanley | 305,817 | $3.29M | 0.00% | −122,647−28.6% | Reduced |
| Bulldog Investors, LLP | 381,764 | $4.10M | 0.91% | +381,764 | New |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −30,834−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −10,713−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,409−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |