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BTO

John Hancock Financial Opportunities Fund

84 hedge funds and large institutions have $149M invested in John Hancock Financial Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

14% more capital invested

Capital invested by funds: $130M → $149M (+$18.1M)

11% more funds holding

Funds holding: 7684 (+8)

3% more ownership

Funds ownership: 18.37%21.37% (+3%)

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
25
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$861K -$20.8K -600 -2%
PAG
27
Private Advisor Group
New Jersey
$813K +$63.3K +1,829 +9%
TVAMP
28
Tennessee Valley Asset Management Partners
Tennessee
$726K +$450 +13 +0.1%
TCM
29
Triumph Capital Management
Colorado
$680K +$1.35K +39 +0.2%
Osaic Holdings
30
Osaic Holdings
Arizona
$578K +$7.75K +224 +1%
KAS
31
Kestra Advisory Services
Texas
$507K -$10.6K -306 -2%
SI
32
Stephens Inc
Arkansas
$495K +$53.3K +1,541 +12%
PGFC
33
Peapack-Gladstone Financial Corp
New Jersey
$486K -$10.2K -294 -2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$484K -$12.5K -362 -3%
AC
35
AlphaCore Capital
California
$484K -$286K -8,255 -37%
BEI
36
Benjamin Edwards Inc
Missouri
$470K +$7.37K +213 +2%
LSC
37
Logan Stone Capital
Illinois
$444K +$439K +12,670 New
JWCA
38
J.W. Cole Advisors
Florida
$432K +$4.22K +122 +1%
LCM
39
Landscape Capital Management
New Jersey
$391K +$386K +11,160 New
IFWM
40
Institute for Wealth Management
Colorado
$378K
SFS
41
Shaker Financial Services
Virginia
$371K +$366K +10,576 New
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$351K +$147K +4,237 +73%
DADC
43
D.A. Davidson & Co
Montana
$316K -$62.7K -1,811 -17%
RWMG
44
Redwood Wealth Management Group
New Jersey
$310K
AHL
45
Abel Hall LLC
Louisiana
$281K
XT
46
XTX Topco
Cayman Islands
$272K +$269K +7,766 New
COLIM
47
City of London Investment Management
United Kingdom
$264K +$261K +7,538 New
SFS
48
Sowell Financial Services
Arkansas
$257K +$253K +7,319 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$249K +$485 +14 +0.2%
Creative Planning
50
Creative Planning
Kansas
$231K +$727 +21 +0.3%

BTO Hedge Fund Activity: Q4 2025 in Review

84 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q4 2025, worth a combined $149M — up 14% from $130M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BTO positions and 9 closed out — a net gain of 8 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.64M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $2.03M sold.

  • 84 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q4 2025, up from 76 in Q3 2025.
  • Funds reported $149M of John Hancock Financial Opportunities Fund stock for Q4 2025, up 14% quarter-over-quarter.
  • 17 funds opened new John Hancock Financial Opportunities Fund positions in Q4 2025 and 9 closed out, a net change of +8 holders.
  • The largest John Hancock Financial Opportunities Fund buyer in Q4 2025 was Wolverine Asset Management, an estimated $2.64M added.
  • The largest John Hancock Financial Opportunities Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $2.03M sold.

Based on aggregated 13F filings for Q4 2025.