BTO

John Hancock Financial Opportunities Fund

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, 26 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
26
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$43.5M -$856K -24,154 -2%
Wells Fargo
2
Wells Fargo
California
$21M +$132K +3,738 +0.6%
Raymond James Financial
3
Raymond James Financial
Florida
$19.8M +$1,000K +28,231 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.07M +$225K +6,353 +3%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7.34M -$334K -9,443 -4%
LPL Financial
6
LPL Financial
California
$7.2M -$247K -6,981 -3%
CA
7
Cornerstone Advisors
North Carolina
$3.42M -$2.07M -58,340 -38%
FC
8
FCA Corp
Texas
$3.33M +$52.5K +1,483 +2%
Stifel Financial
9
Stifel Financial
Missouri
$3.09M +$47.5K +1,341 +2%
NSAM
10
North Star Asset Management
Wisconsin
$2.56M -$26.6K -750 -1%
UBS Group
11
UBS Group
Switzerland
$1.65M +$165K +4,651 +11%
Bank of America
12
Bank of America
North Carolina
$1.46M +$292K +8,240 +25%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.35M +$19.1K +539 +1%
GJWM
14
Gilliland Jeter Wealth Management
Arkansas
$1.31M +$27K +761 +2%
SPIA
15
Steward Partners Investment Advisory
New York
$1.26M +$20.1K +568 +2%
WIA
16
World Investment Advisors
California
$1.13M -$16.7K -471 -1%
CFGW
17
Chancellor Financial Group WB
Pennsylvania
$1.09M +$5.56K +157 +0.5%
OC
18
Oppenheimer & Co
New York
$1.05M +$35.2K +994 +3%
SIC
19
Samalin Investment Counsel
New York
$967K +$36.7K +1,035 +4%
TCM
20
Triumph Capital Management
Colorado
$944K +$4.78K +135 +0.5%
Ameriprise
21
Ameriprise
Minnesota
$813K +$19.6K +552 +2%
AC
22
AlphaCore Capital
California
$796K +$265K +7,485 +50%
PAG
23
Private Advisor Group
New Jersey
$714K +$22.7K +641 +3%
Mariner
24
Mariner
Kansas
$672K +$17.8K +503 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$638K -$12.3K -348 -2%