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 %
HighTower Advisors
26
HighTower Advisors
Illinois
$580K 16,372 -264 -2%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$529K 14,945 – –
Invesco
28
Invesco
Georgia
$499K 14,076 -5,098 -27%
KAS
29
Kestra Advisory Services
Texas
$463K 13,068 +732 +6%
SI
30
Stephens Inc
Arkansas
$457K 12,889 +400 +3%
LMKC
31
L.M. Kohn & Company
Ohio
$455K 12,857 – –
Osaic Holdings
32
Osaic Holdings
Arizona
$393K 11,012 -1,337 -11%
DADC
33
D.A. Davidson & Co
Montana
$383K 10,803 -486 -4%
IFWM
34
Institute for Wealth Management
Colorado
$382K 10,784 – –
JWCA
35
J.W. Cole Advisors
Florida
$378K 10,674 +491 +5%
RWMG
36
Redwood Wealth Management Group
New Jersey
$313K 8,829 – –
AHL
37
Abel Hall LLC
Louisiana
$283K 8,000 – –
AWE
38
Avidian Wealth Enterprises
Texas
$245K 6,909 -2,235 -24%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$212K 5,980 -51 -0.8%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$203K 5,733 +5,733 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$201K 5,479 +5,479 New
Comerica Bank
42
Comerica Bank
Texas
$178K 5,033 – –
AF
43
Allworth Financial
California
$159K 4,493 +1,102 +32%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$71.4K 2,017 -900 -31%
PTC
45
Private Trust Company
Ohio
$70.8K 2,000 – –
MCM
46
MAI Capital Management
Ohio
$61.6K 1,740 – –
TIM
47
Thompson Investment Management
Wisconsin
$57.2K 1,616 +967 +149%
NA
48
NewEdge Advisors
Louisiana
$38.1K 1,076 – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$35.4K 1,000 +1,000 New
BTI
50
Blue Trust Inc
Georgia
$35.4K 1,000 +1,000 New
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2
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