John Hancock Financial Opportunities Fund
BTO
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.
44% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 18
0.56% less ownership
Funds ownership: 21.47% → 20.91% (-0.56%)
7% less capital invested
Capital invested by funds: $151M → $141M (-$10.5M)
8% less funds holding
Funds holding: 74 → 68 (-6)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$870K |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$848K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$547K |
| 4 |
AC
AlphaCore Capital
La Jolla,
California
|
+$532K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$501K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.89M |
| 2 |
AIC
Aurora Investment Counsel
Atlanta,
Georgia
|
-$2.63M |
| 3 |
Morgan Stanley
New York
|
-$1.35M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$939K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$236K |
BTO Hedge Fund Activity: Q1 2025 in Review
68 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q1 2025, worth a combined $141M — down 6.9% from $151M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BTO and 4 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 26 added.
The largest buyer was LPL Financial, adding an estimated $870K. The largest seller was Cornerstone Advisors, cutting an estimated $2.89M.
- 68 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q1 2025, down from 74 in Q4 2024.
- Funds reported $141M of John Hancock Financial Opportunities Fund stock for Q1 2025, down 6.9% quarter-over-quarter.
- 4 funds opened new John Hancock Financial Opportunities Fund positions in Q1 2025 and 8 closed out, a net change of -4 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q1 2025 was LPL Financial, an estimated $870K added.
- The largest John Hancock Financial Opportunities Fund seller in Q1 2025 was Cornerstone Advisors, an estimated $2.89M sold.
Based on aggregated 13F filings for Q1 2025.