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 %
WWA
76
Wingate Wealth Advisors
Massachusetts
– -$7.85K -220 Closed
TRCT
77
Tower Research Capital (TRC)
New York
– -$107 -3 Closed
1 2 3
4