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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
Comerica Bank
51
Comerica Bank
Texas
$184K +$6.92K +200 +4%
AF
52
Allworth Financial
California
$158K +$69 +2 +0%
CF
53
Centaurus Financial
California
$101K +$1.31K +38 +1%
NA
54
NewEdge Advisors
Louisiana
$72.8K +$34.6K +1,000 +93%
PTC
55
Private Trust Company
Ohio
$70.2K
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$63.7K
MCM
57
MAI Capital Management
Ohio
$61K
IAIM
58
International Assets Investment Management
Florida
$57K +$56.2K +1,625 New
TIM
59
Thompson Investment Management
Wisconsin
$56.7K
FFA
60
Farther Finance Advisors
California
$43K +$42.4K +1,225 New
AUB
61
Atlantic Union Bankshares
Virginia
$35.1K
TFA
62
Toth Financial Advisory
Virginia
$32.7K +$2.11K +61 +7%
CFD
63
Creative Financial Designs
Indiana
$21K
PMFA
64
Plante Moran Financial Advisors
Michigan
$20.5K +$20.2K +585 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$18K -$2.15K -62 -11%
SAM
66
Smartleaf Asset Management
Massachusetts
$17.8K
ME
67
McIlrath & Eck
Washington
$14.9K +$14.7K +425 New
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$10.5K
MHIP
69
Mountain Hill Investment Partners
New Jersey
$10.5K
SFAM
70
Sawyer Falduto Asset Management
Illinois
$10.5K +$10.4K +300 New
SWM
71
Spire Wealth Management
Virginia
$9.72K
EB
72
Eastern Bank
Massachusetts
$8.77K
BWL
73
Bogart Wealth LLC
Virginia
$8.1K
AF
74
Advisornet Financial
Minnesota
$7.02K
NWM
75
Navigoe Wealth Management
California
$7K

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.