John Hancock Financial Opportunities Fund
BTO
67 hedge funds and large institutions have $143M invested in John Hancock Financial Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 6 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 15
2% more capital invested
Capital invested by funds: $141M → $143M (+$2.42M)
0.43% less ownership
Funds ownership: 20.91% → 20.48% (-0.43%)
1% less funds holding
Funds holding: 68 → 67 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$930K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$271K |
| 3 |
AC
AlphaCore Capital
La Jolla,
California
|
+$246K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$209K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$1.92M |
| 2 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$815K |
| 3 |
Morgan Stanley
New York
|
-$795K |
| 4 |
TVAMP
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
-$705K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$311K |
BTO Hedge Fund Activity: Q2 2025 in Review
67 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q2 2025, worth a combined $143M — up 1.7% from $141M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of BTO and 5 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 27 added.
The largest buyer was Raymond James Financial, adding an estimated $930K. The largest seller was Cornerstone Advisors, cutting an estimated $1.92M.
- 67 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q2 2025, down from 68 in Q1 2025.
- Funds reported $143M of John Hancock Financial Opportunities Fund stock for Q2 2025, up 1.7% quarter-over-quarter.
- 5 funds opened new John Hancock Financial Opportunities Fund positions in Q2 2025 and 6 closed out, a net change of -1 holder.
- The largest John Hancock Financial Opportunities Fund buyer in Q2 2025 was Raymond James Financial, an estimated $930K added.
- The largest John Hancock Financial Opportunities Fund seller in Q2 2025 was Cornerstone Advisors, an estimated $1.92M sold.
Based on aggregated 13F filings for Q2 2025.