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 %
TFA
51
Toth Financial Advisory
Virginia
$27.6K 780 – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$25K 693 +179 +35%
CFD
53
Creative Financial Designs
Indiana
$21.3K 600 – –
HFS
54
Hantz Financial Services
Michigan
$18K 500 – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$12.5K 354 +148 +72%
SWM
56
Spire Wealth Management
Virginia
$9.81K 277 -186 -40%
EB
57
Eastern Bank
Massachusetts
$8.86K 250 – –
BWL
58
Bogart Wealth LLC
Virginia
$8.18K 231 – –
AF
59
Advisornet Financial
Minnesota
$7.08K 200 – –
NWM
60
Navigoe Wealth Management
California
$7K 200 – –
GRP
61
Global Retirement Partners
California
$6.06K 171 +171 New
GWM
62
Geneos Wealth Management
Colorado
$5.84K 165 -165 -50%
TFGT
63
TS Financial Group (TSFG)
Illinois
$5K 130 +3 +2%
T
64
Tidemark
California
$4.43K 125 -100 -44%
HI
65
Harbour Investments
Wisconsin
$4.43K 125 – –
CA
66
CoreCap Advisors
Michigan
$1.77K 50 – –
HNB
67
Huntington National Bank
Ohio
– – – –
JIP
68
Jaffetilchin Investment Partners
Florida
– – -23,882 Closed
TVAMP
69
Tennessee Valley Asset Management Partners
Tennessee
– – -20,657 Closed
Creative Planning
70
Creative Planning
Kansas
– – -7,208 Closed
WS
71
Wedbush Securities
California
– – -6,781 Closed
P
72
&Partners
Tennessee
– – -6,120 Closed
IRC
73
Investors Research Corp
Georgia
– – -110 Closed
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