BTO

John Hancock Financial Opportunities Fund

67 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.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
0.9%
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
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$580K -$9.35K -264 -2%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$529K
Invesco
28
Invesco
Georgia
$499K -$181K -5,098 -27%
KAS
29
Kestra Advisory Services
Texas
$463K +$25.9K +732 +6%
SI
30
Stephens Inc
Arkansas
$457K +$14.2K +400 +3%
LMKC
31
L.M. Kohn & Company
Ohio
$455K
Osaic Holdings
32
Osaic Holdings
Arizona
$393K -$47.7K -1,337 -11%
DADC
33
D.A. Davidson & Co
Montana
$383K -$17.2K -486 -4%
IFWM
34
Institute for Wealth Management
Colorado
$382K
JWCA
35
J.W. Cole Advisors
Florida
$378K +$17.4K +491 +5%
RWMG
36
Redwood Wealth Management Group
New Jersey
$313K
AHL
37
Abel Hall LLC
Louisiana
$283K
AWE
38
Avidian Wealth Enterprises
Texas
$245K -$79.2K -2,235 -24%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$212K -$1.81K -51 -0.8%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$203K +$203K +5,733 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$201K +$201K +5,479 New
Comerica Bank
42
Comerica Bank
Texas
$178K
AF
43
Allworth Financial
California
$159K +$39K +1,102 +32%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$71.4K -$31.9K -900 -31%
PTC
45
Private Trust Company
Ohio
$70.8K
MCM
46
MAI Capital Management
Ohio
$61.6K
TIM
47
Thompson Investment Management
Wisconsin
$57.2K +$34.3K +967 +149%
NA
48
NewEdge Advisors
Louisiana
$38.1K
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$35.4K +$35.4K +1,000 New
BTI
50
Blue Trust Inc
Georgia
$35.4K +$35.4K +1,000 New