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 %
TFA
51
Toth Financial Advisory
Virginia
$26.6K +$1.19K +35 +5%
TIM
52
Thompson Investment Management
Wisconsin
$22.1K – – –
CFD
53
Creative Financial Designs
Indiana
$20.5K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
HFS
55
Hantz Financial Services
Michigan
$17K – – –
SWM
56
Spire Wealth Management
Virginia
$15.8K +$1.16K +34 +8%
GWM
57
Geneos Wealth Management
Colorado
$11.3K +$5.63K +165 +100%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$8.53K -$26.8K -941 -76%
EB
59
Eastern Bank
Massachusetts
$8.53K – – –
BWL
60
Bogart Wealth LLC
Virginia
$7.88K – – –
T
61
Tidemark
California
$7.68K – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$7.03K +$1.94K +57 +38%
AF
63
Advisornet Financial
Minnesota
$6.82K -$13.6K -400 -67%
NWM
64
Navigoe Wealth Management
California
$6K – – –
HI
65
Harbour Investments
Wisconsin
$4.26K – – –
TFGT
66
TS Financial Group (TSFG)
Illinois
$4K +$4K +127 New
IRC
67
Investors Research Corp
Georgia
$3.75K – – –
CA
68
CoreCap Advisors
Michigan
$1.71K – – –
HNB
69
Huntington National Bank
Ohio
$34 -$36 – –
AIC
70
Aurora Investment Counsel
Georgia
– -$2.63M -73,601 Closed
SFS
71
Shaker Financial Services
Virginia
– -$939K -26,308 Closed
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
– -$236K -6,618 Closed
MFG
73
Mendota Financial Group
Wisconsin
– -$99K -2,774 Closed
IA
74
IFP Advisors
Florida
– -$17.8K -500 Closed
Jones Financial Companies
75
Jones Financial Companies
Missouri
– -$14.8K -416 Closed
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