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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$42.7M 1,252,293 -37,954 -3%
Wells Fargo
2
Wells Fargo
California
$20.1M 588,655 +11,230 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$18.1M 530,579 +5,374 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.52M 249,634 -6,229 -2%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.39M 216,557 +15,403 +8%
LPL Financial
6
LPL Financial
California
$7.17M 210,292 +24,519 +13%
CA
7
Cornerstone Advisors
North Carolina
$5.28M 154,898 -81,472 -34%
FC
8
FCA Corp
Texas
$3.15M 92,394 -2,236 -2%
Stifel Financial
9
Stifel Financial
Missouri
$2.93M 85,775 +14,113 +20%
NSAM
10
North Star Asset Management
Wisconsin
$2.49M 73,043 -755 -1%
UBS Group
11
UBS Group
Switzerland
$1.43M 42,027 +77 +0.2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.28M 37,479 -604 -2%
GJWM
13
Gilliland Jeter Wealth Management
Arkansas
$1.23M 36,121 +1,845 +5%
SPIA
14
Steward Partners Investment Advisory
New York
$1.2M 35,127 +7,303 +26%
Bank of America
15
Bank of America
North Carolina
$1.13M 33,105 -3,260 -9%
WIA
16
World Investment Advisors
California
$1.1M 32,327 -1,692 -5%
CFGW
17
Chancellor Financial Group WB
Pennsylvania
$1.04M 30,520 -3,109 -9%
OC
18
Oppenheimer & Co
New York
$973K 28,528 +5,672 +25%
TCM
19
Triumph Capital Management
Colorado
$904K 26,505 +3,440 +15%
SIC
20
Samalin Investment Counsel
New York
$895K 26,253 +1,755 +7%
JIP
21
Jaffetilchin Investment Partners
Florida
$815K 23,882 +23,882 New
Ameriprise
22
Ameriprise
Minnesota
$764K 22,399 +347 +2%
TVAMP
23
Tennessee Valley Asset Management Partners
Tennessee
$705K 20,657 +12 +0.1%
PAG
24
Private Advisor Group
New Jersey
$666K 19,521 +4,076 +26%
Invesco
25
Invesco
Georgia
$654K 19,174 -454 -2%
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