BTO

John Hancock Financial Opportunities Fund
BTO

Overview Fund Activity

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
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$1,000K
2
Bank of America
Bank of America
North Carolina
+$292K
3
AC
AlphaCore Capital
California
+$265K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$225K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$203K

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.07M
2
Morgan Stanley
Morgan Stanley
New York
-$856K
3
JIP
Jaffetilchin Investment Partners
Florida
-$815K
4
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
-$705K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$334K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
51
Toth Financial Advisory
Virginia
$27.6K – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$25K +$6.46K +179 +35%
CFD
53
Creative Financial Designs
Indiana
$21.3K – – –
HFS
54
Hantz Financial Services
Michigan
$18K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$12.5K +$5.24K +148 +72%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$10.6K – – –
SWM
57
Spire Wealth Management
Virginia
$9.81K -$6.59K -186 -40%
EB
58
Eastern Bank
Massachusetts
$8.86K – – –
BWL
59
Bogart Wealth LLC
Virginia
$8.18K – – –
AF
60
Advisornet Financial
Minnesota
$7.08K – – –
NWM
61
Navigoe Wealth Management
California
$7K – – –
GRP
62
Global Retirement Partners
California
$6.06K +$6.06K +171 New
GWM
63
Geneos Wealth Management
Colorado
$5.84K -$5.84K -165 -50%
TFGT
64
TS Financial Group (TSFG)
Illinois
$5K +$115 +3 +2%
T
65
Tidemark
California
$4.43K -$3.54K -100 -44%
HI
66
Harbour Investments
Wisconsin
$4.43K – – –
CA
67
CoreCap Advisors
Michigan
$1.77K – – –
HNB
68
Huntington National Bank
Ohio
$35 -$34 – –
JIP
69
Jaffetilchin Investment Partners
Florida
– -$815K -23,882 Closed
TVAMP
70
Tennessee Valley Asset Management Partners
Tennessee
– -$705K -20,657 Closed
Creative Planning
71
Creative Planning
Kansas
– -$246K -7,208 Closed
WS
72
Wedbush Securities
California
– -$231K -6,781 Closed
P
73
&Partners
Tennessee
– -$208K -6,120 Closed
IRC
74
Investors Research Corp
Georgia
– -$3.75K -110 Closed
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