BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

68 hedge funds and large institutions have $141M invested in John Hancock Financial Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-6
Holders Change %
-8.11%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.17M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$815K
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$7.39M
4
AC
4
AlphaCore Capital
California
$512K
5
Stifel Financial
5
Stifel Financial
Missouri
$2.93M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$5.28M
2
AIC
2
Aurora Investment Counsel
Georgia
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$42.7M
4
SFS
4
Shaker Financial Services
Virginia
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$630K -$46K -1,348 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$626K -$4.64K -136 -0.7%
HighTower Advisors
28
HighTower Advisors
Illinois
$567K – – –
AC
29
AlphaCore Capital
California
$512K +$512K +15,002 New
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$510K -$68.4K -2,005 -12%
LMKC
31
L.M. Kohn & Company
Ohio
$439K +$18.8K +550 +4%
SI
32
Stephens Inc
Arkansas
$426K -$17.1K -500 -4%
Osaic Holdings
33
Osaic Holdings
Arizona
$421K +$42.3K +1,241 +11%
KAS
34
Kestra Advisory Services
Texas
$421K +$22.2K +651 +6%
DADC
35
D.A. Davidson & Co
Montana
$385K +$512 +15 +0.1%
IFWM
36
Institute for Wealth Management
Colorado
$368K – – –
JWCA
37
J.W. Cole Advisors
Florida
$347K +$38.9K +1,139 +13%
AWE
38
Avidian Wealth Enterprises
Texas
$312K – – –
RWMG
39
Redwood Wealth Management Group
New Jersey
$301K – – –
AHL
40
Abel Hall LLC
Louisiana
$273K – – –
Creative Planning
41
Creative Planning
Kansas
$246K -$14.4K -422 -6%
WS
42
Wedbush Securities
California
$231K – – –
P
43
&Partners
Tennessee
$208K +$208K +6,120 New
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$206K +$3.04K +89 +1%
Comerica Bank
45
Comerica Bank
Texas
$172K – – –
AF
46
Allworth Financial
California
$109K +$97 +3 +0.1%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$99.5K -$37.5K -1,100 -27%
PTC
48
Private Trust Company
Ohio
$68.2K +$17.1K +500 +33%
MCM
49
MAI Capital Management
Ohio
$59.4K – – –
NA
50
NewEdge Advisors
Louisiana
$36.7K – – –
1
2
3 4