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BTO

John Hancock Financial Opportunities Fund
BTO

76 hedge funds and large institutions have $130M invested in John Hancock Financial Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

13% more funds holding

Funds holding: 67 → 76 (+9)

2.11% less ownership

Funds ownership: 20.48% → 18.37% (-2.1%)

9% less capital invested

Capital invested by funds: $143M → $130M (-$12.7M)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
76
Holders Change
+9
Holders Change %
+13.43%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
16
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.84M
2
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$748K
3
BEI
Benjamin Edwards Inc
Missouri
+$476K
4
Bank of America
Bank of America
North Carolina
+$289K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$256K

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$13.3M
2
LPL Financial
LPL Financial
California
-$2.27M
3
CA
Cornerstone Advisors
North Carolina
-$1.45M
4
LMKC
L.M. Kohn & Company
Ohio
-$455K
5
Morgan Stanley
Morgan Stanley
New York
-$360K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$597K -$34.3K -950 -6%
HighTower Advisors
27
HighTower Advisors
Illinois
$586K -$2.82K -78 -0.5%
KAS
28
Kestra Advisory Services
Texas
$531K +$61.1K +1,689 +13%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$510K -$139K -3,838 -21%
PGFC
30
Peapack-Gladstone Financial Corp
New Jersey
$509K -$29K -803 -5%
BEI
31
Benjamin Edwards Inc
Missouri
$474K +$476K +13,178 New
SI
32
Stephens Inc
Arkansas
$452K -$11.7K -325 -3%
JWCA
33
J.W. Cole Advisors
Florida
$439K +$54.7K +1,514 +14%
DADC
34
D.A. Davidson & Co
Montana
$389K +$506 +14 +0.1%
IFWM
35
Institute for Wealth Management
Colorado
$388K – – –
RWMG
36
Redwood Wealth Management Group
New Jersey
$318K – – –
AHL
37
Abel Hall LLC
Louisiana
$288K – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$255K +$256K +7,086 New
Creative Planning
39
Creative Planning
Kansas
$237K +$238K +6,578 New
Invesco
40
Invesco
Georgia
$225K -$283K -7,820 -56%
AWE
41
Avidian Wealth Enterprises
Texas
$208K -$40.5K -1,120 -16%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$207K -$7.77K -215 -4%
Comerica Bank
43
Comerica Bank
Texas
$181K – – –
AF
44
Allworth Financial
California
$162K +$108 +3 +0.1%
CF
45
Centaurus Financial
California
$102K +$102K +2,830 New
PTC
46
Private Trust Company
Ohio
$72K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$65.4K -$7.23K -200 -10%
MCM
48
MAI Capital Management
Ohio
$62.6K – – –
TIM
49
Thompson Investment Management
Wisconsin
$58.1K – – –
NA
50
NewEdge Advisors
Louisiana
$38.7K – – –
1
2
3 4

BTO Hedge Fund Activity: Q3 2025 in Review

76 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q3 2025, worth a combined $130M — down 8.9% from $143M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BTO positions and 5 closed out — a net gain of 9 holders — while 16 added to existing stakes and 25 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.84M. The largest seller was Raymond James Financial, cutting an estimated $13.3M.

  • 76 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q3 2025, up from 67 in Q2 2025.
  • Funds reported $130M of John Hancock Financial Opportunities Fund stock for Q3 2025, down 8.9% quarter-over-quarter.
  • 14 funds opened new John Hancock Financial Opportunities Fund positions in Q3 2025 and 5 closed out, a net change of +9 holders.
  • The largest John Hancock Financial Opportunities Fund buyer in Q3 2025 was Wells Fargo, an estimated $1.84M added.
  • The largest John Hancock Financial Opportunities Fund seller in Q3 2025 was Raymond James Financial, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2025.