John Hancock Financial Opportunities Fund
BTO
76 hedge funds and large institutions have $130M invested in John Hancock Financial Opportunities Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
13% more funds holding
Funds holding: 67 → 76 (+9)
2.11% less ownership
Funds ownership: 20.48% → 18.37% (-2.1%)
9% less capital invested
Capital invested by funds: $143M → $130M (-$12.7M)
36% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.84M |
| 2 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
+$748K |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$476K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$289K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$13.3M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.27M |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.45M |
| 4 |
LMKC
L.M. Kohn & Company
Cincinnati,
Ohio
|
-$455K |
| 5 |
Morgan Stanley
New York
|
-$360K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
76
Tower Research Capital (TRC)
New York
| $180 | +$181 | +5 | New |
|
|
HNB
77
Huntington National Bank
Columbus,
Ohio
| $36 | – | – | – |
|
|
LMKC
78
L.M. Kohn & Company
Cincinnati,
Ohio
| – | -$455K | -12,857 | Closed |
|
79
Envestnet Asset Management
Chicago,
Illinois
| – | -$203K | -5,733 | Closed |
|
80
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$201K | -5,479 | Closed |
|
81
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$35.4K | -1,000 | Closed |
|
|
TFGT
82
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$5K | -130 | Closed |
|
BTO Hedge Fund Activity: Q3 2025 in Review
76 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q3 2025, worth a combined $130M — down 8.9% from $143M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BTO positions and 5 closed out — a net gain of 9 holders — while 16 added to existing stakes and 25 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.84M. The largest seller was Raymond James Financial, cutting an estimated $13.3M.
- 76 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q3 2025, up from 67 in Q2 2025.
- Funds reported $130M of John Hancock Financial Opportunities Fund stock for Q3 2025, down 8.9% quarter-over-quarter.
- 14 funds opened new John Hancock Financial Opportunities Fund positions in Q3 2025 and 5 closed out, a net change of +9 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q3 2025 was Wells Fargo, an estimated $1.84M added.
- The largest John Hancock Financial Opportunities Fund seller in Q3 2025 was Raymond James Financial, an estimated $13.3M sold.
Based on aggregated 13F filings for Q3 2025.