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BTO

John Hancock Financial Opportunities Fund

84 hedge funds and large institutions have $149M invested in John Hancock Financial Opportunities Fund in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

14% more capital invested

Capital invested by funds: $130M → $149M (+$18.1M)

11% more funds holding

Funds holding: 7684 (+8)

3% more ownership

Funds ownership: 18.37%21.37% (+3%)

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
25
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$41.7M -$991K -28,621 -2%
Wells Fargo
2
Wells Fargo
California
$23.4M +$825K +23,822 +4%
ZCP
3
Z3 Capital Partners
Virginia
$14.2M +$14M +403,588 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.1M +$15.5K +449 +0.2%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$6.9M -$70.4K -2,034 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$6.19M -$546K -15,775 -8%
LPL Financial
7
LPL Financial
California
$4.55M -$371K -10,712 -8%
FC
8
FCA Corp
Texas
$3.05M -$227K -6,555 -7%
Stifel Financial
9
Stifel Financial
Missouri
$3.04M +$10.5K +302 +0.3%
WAM
10
Wolverine Asset Management
Illinois
$2.67M +$2.64M +76,148 New
RAM
11
Readystate Asset Management
Illinois
$2.48M +$2.45M +70,727 New
NSAM
12
North Star Asset Management
Wisconsin
$2.39M -$32.9K -950 -1%
ACM
13
Alessandra Capital Management
California
$2.08M +$2.05M +59,282 New
SPIA
14
Steward Partners Investment Advisory
New York
$1.73M +$232K +6,694 +16%
UBS Group
15
UBS Group
Switzerland
$1.67M +$32.1K +927 +2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.55M +$137K +3,948 +10%
Bank of America
17
Bank of America
North Carolina
$1.54M -$190K -5,503 -11%
GJWM
18
Gilliland Jeter Wealth Management
Arkansas
$1.27M -$18.2K -527 -1%
CFGW
19
Chancellor Financial Group WB
Pennsylvania
$1.09M +$4.08K +118 +0.4%
OC
20
Oppenheimer & Co
New York
$996K -$46.3K -1,339 -5%
Mariner
21
Mariner
Kansas
$974K +$299K +8,643 +45%
WIA
22
World Investment Advisors
California
$968K -$26.6K -769 -3%
AA
23
Advisory Advocates
Michigan
$947K +$935K +27,000 New
HighTower Advisors
24
HighTower Advisors
Illinois
$918K +$342K +9,875 +61%
SIC
25
Samalin Investment Counsel
New York
$911K +$7.89K +228 +0.9%

BTO Hedge Fund Activity: Q4 2025 in Review

84 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q4 2025, worth a combined $149M — up 14% from $130M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BTO positions and 9 closed out — a net gain of 8 holders — while 25 added to existing stakes and 18 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.64M. The largest seller was Cornerstone Advisors, exiting entirely with an estimated $2.03M sold.

  • 84 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q4 2025, up from 76 in Q3 2025.
  • Funds reported $149M of John Hancock Financial Opportunities Fund stock for Q4 2025, up 14% quarter-over-quarter.
  • 17 funds opened new John Hancock Financial Opportunities Fund positions in Q4 2025 and 9 closed out, a net change of +8 holders.
  • The largest John Hancock Financial Opportunities Fund buyer in Q4 2025 was Wolverine Asset Management, an estimated $2.64M added.
  • The largest John Hancock Financial Opportunities Fund seller in Q4 2025 was Cornerstone Advisors, an estimated $2.03M sold.

Based on aggregated 13F filings for Q4 2025.