BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

66 hedge funds and large institutions have $143M invested in John Hancock Financial Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
26
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$19.8M
2
Bank of America
2
Bank of America
North Carolina
$1.46M
3
AC
3
AlphaCore Capital
California
$796K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.07M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$203K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$3.42M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.5M
3
JIP
3
Jaffetilchin Investment Partners
Florida
$0
4
TVAMP
4
Tennessee Valley Asset Management Partners
Tennessee
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.34M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.5M 1,228,139 -24,154 -2%
Wells Fargo
2
Wells Fargo
California
$21M 592,393 +3,738 +0.6%
Raymond James Financial
3
Raymond James Financial
Florida
$19.8M 558,810 +28,231 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.07M 255,987 +6,353 +3%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.34M 207,114 -9,443 -4%
LPL Financial
6
LPL Financial
California
$7.2M 203,311 -6,981 -3%
CA
7
Cornerstone Advisors
North Carolina
$3.42M 96,558 -58,340 -38%
FC
8
FCA Corp
Texas
$3.33M 93,877 +1,483 +2%
Stifel Financial
9
Stifel Financial
Missouri
$3.09M 87,116 +1,341 +2%
NSAM
10
North Star Asset Management
Wisconsin
$2.56M 72,293 -750 -1%
UBS Group
11
UBS Group
Switzerland
$1.65M 46,678 +4,651 +11%
Bank of America
12
Bank of America
North Carolina
$1.46M 41,345 +8,240 +25%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.35M 38,018 +539 +1%
GJWM
14
Gilliland Jeter Wealth Management
Arkansas
$1.31M 36,882 +761 +2%
SPIA
15
Steward Partners Investment Advisory
New York
$1.26M 35,695 +568 +2%
WIA
16
World Investment Advisors
California
$1.13M 31,856 -471 -1%
CFGW
17
Chancellor Financial Group WB
Pennsylvania
$1.09M 30,677 +157 +0.5%
OC
18
Oppenheimer & Co
New York
$1.05M 29,522 +994 +3%
SIC
19
Samalin Investment Counsel
New York
$967K 27,288 +1,035 +4%
TCM
20
Triumph Capital Management
Colorado
$944K 26,640 +135 +0.5%
Ameriprise
21
Ameriprise
Minnesota
$813K 22,951 +552 +2%
AC
22
AlphaCore Capital
California
$796K 22,487 +7,485 +50%
PAG
23
Private Advisor Group
New Jersey
$714K 20,162 +641 +3%
Mariner
24
Mariner
Kansas
$672K 18,984 +503 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$638K 18,002 -348 -2%
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