Morgan Stanley
BTO

Morgan Stanley’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Morgan Stanley’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.7M Buy
1,189,618
+65
+0% +$2.36K ﹤0.01% 2267
2025
Q4 		$41.7M Sell
1,189,553
-28,621
-2% -$991K ﹤0.01% 2263
2025
Q3 		$43.8M Sell
1,218,174
-9,965
-0.8% -$360K ﹤0.01% 2113
2025
Q2 		$43.5M Sell
1,228,139
-24,154
-2% -$795K ﹤0.01% 2053
2025
Q1 		$42.7M Sell
1,252,293
-37,954
-3% -$1.35M ﹤0.01% 1952
2024
Q4 		$46M Buy
1,290,247
+12,801
+1% +$459K ﹤0.01% 1902
2024
Q3 		$42.4M Buy
1,277,446
+12,539
+1% +$396K ﹤0.01% 1989
2024
Q2 		$35.4M Sell
1,264,907
-71,603
-5% -$1.99M ﹤0.01% 2075
2024
Q1 		$39.5M Sell
1,336,510
-1,354,524
-50% -$39.6M ﹤0.01% 1973
2023
Q4 		$80.9M Buy
2,691,034
+1,388,726
+107% +$37.6M ﹤0.01% 1949
2023
Q3 		$34.2M Sell
1,302,308
-22,084
-2% -$613K ﹤0.01% 1917
2023
Q2 		$35.5M Sell
1,324,392
-193,335
-13% -$5.22M ﹤0.01% 1903
2023
Q1 		$46.4M Sell
1,517,727
-88,918
-6% -$3.04M 0.01% 1607
2022
Q4 		$53.5M Sell
1,606,645
-112,808
-7% -$3.82M 0.01% 1442
2022
Q3 		$54.3M Buy
1,719,453
+58,715
+4% +$2.13M 0.01% 1262
2022
Q2 		$61.7M Buy
1,660,738
+23,959
+1% +$883K 0.01% 1233
2022
Q1 		$65.8M Buy
1,636,779
+28,649
+2% +$1.27M 0.01% 1115
2021
Q4 		$74.9M Buy
1,608,130
+44,963
+3% +$1.97M 0.01% 1074
2021
Q3 		$66.5M Buy
1,563,167
+22,524
+1% +$911K 0.01% 1102
2021
Q2 		$57.8M Buy
1,540,643
+74,894
+5% +$2.96M 0.01% 1208
2021
Q1 		$56.3M Buy
1,465,749
+62,835
+4% +$2.19M 0.01% 1092
2020
Q4 		$42.6M Buy
1,402,914
+17,444
+1% +$457K 0.01% 1203
2020
Q3 		$29.7M Sell
1,385,470
-7,866
-0.6% -$172K 0.01% 1202
2020
Q2 		$32M Buy
1,393,336
+82,832
+6% +$1.79M 0.01% 1098
2020
Q1 		$24M Sell
1,310,504
-32,188
-2% -$954K 0.01% 1152
2019
Q4 		$48.7M Buy
1,342,692
+5,428
+0.4% +$185K 0.01% 947
2019
Q3 		$43M Sell
1,337,264
-40,412
-3% -$1.28M 0.01% 942
2019
Q2 		$44.4M Sell
1,377,676
-75,929
-5% -$2.47M 0.01% 918
2019
Q1 		$46.4M Buy
1,453,605
+34,041
+2% +$1.13M 0.01% 884
2018
Q4 		$39.6M Sell
1,419,564
-102,098
-7% -$3.43M 0.01% 947
2018
Q3 		$56.3M Sell
1,521,662
-5,218
-0.3% -$199K 0.01% 890
2018
Q2 		$56.8M Sell
1,526,880
-33,852
-2% -$1.31M 0.02% 844
2018
Q1 		$59.9M Buy
1,560,732
+30,033
+2% +$1.18M 0.02% 820
2017
Q4 		$60.2M Sell
1,530,699
-6,656
-0.4% -$249K 0.02% 823
2017
Q3 		$57.3M Buy
1,537,355
+44,002
+3% +$1.53M 0.02% 825
2017
Q2 		$53.8M Buy
1,493,353
+121,346
+9% +$4.23M 0.02% 862
2017
Q1 		$46.6M Sell
1,372,007
-31,667
-2% -$1.14M 0.01% 955
2016
Q4 		$50.9M Buy
1,403,674
+107,817
+8% +$3.4M 0.02% 867
2016
Q3 		$36M Buy
1,295,857
+95,976
+8% +$2.6M 0.01% 1047
2016
Q2 		$30.8M Buy
1,199,881
+5,300
+0.4% +$134K 0.01% 1101
2016
Q1 		$29M Sell
1,194,581
-336,981
-22% -$7.78M 0.01% 1080
2015
Q4 		$42.9M Buy
1,531,562
+50,840
+3% +$1.38M 0.02% 877
2015
Q3 		$37.5M Buy
1,480,722
+125,093
+9% +$3.38M 0.01% 961
2015
Q2 		$36.9M Buy
1,355,629
+340,966
+34% +$8.5M 0.01% 1043
2015
Q1 		$23.7M Buy
1,014,663
+72,673
+8% +$1.65M 0.01% 1322
2014
Q4 		$22.2M Sell
941,990
-45,600
-5% -$1.04M 0.01% 1403
2014
Q3 		$21.9M Buy
987,590
+56,876
+6% +$1.29M 0.01% 1363
2014
Q2 		$21.5M Buy
930,714
+49,725
+6% +$1.14M 0.01% 1371
2014
Q1 		$21.2M Buy
880,989
+109,176
+14% +$2.53M 0.01% 1321
2013
Q4 		$18.2M Buy
771,813
+9,271
+1% +$207K 0.01% 1424
2013
Q3 		$16.4M Buy
762,542
+68,615
+10% +$1.55M 0.01% 1384
2013
Q2 		$14.8M Buy
+693,927
New +$14.5M 0.01% 1397

Other funds holding BTO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
ACM
Alessandra Capital Management Torrance, California $141M AUM

Morgan Stanley's BTO Position: Q1 2026 in Review

Morgan Stanley increased its John Hancock Financial Opportunities Fund (BTO) stake by 0.01% in Q1 2026, buying an estimated $2.36K and bringing the position to 1,189,618 shares worth $42.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

Morgan Stanley first reported a position in BTO in Q2 2013 and has held it in 52 quarters since. The position peaked at $80.9M in Q4 2023. 78 funds tracked by Wall St. Rank hold BTO as of Q1 2026.

  • Morgan Stanley held 1,189,618 shares of John Hancock Financial Opportunities Fund worth $42.7M as of Q1 2026.
  • Morgan Stanley bought 65 John Hancock Financial Opportunities Fund shares in Q1 2026, an estimated $2.36K.
  • John Hancock Financial Opportunities Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2267 holding.
  • Morgan Stanley first reported a position in John Hancock Financial Opportunities Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's John Hancock Financial Opportunities Fund position peaked at $80.9M in Q4 2023.
  • 78 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.