John Hancock Financial Opportunities Fund
BTO
83 hedge funds and large institutions have $168M invested in John Hancock Financial Opportunities Fund in 2026 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
67% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 18
15% more capital invested
Capital invested by funds: $146M → $168M (+$21.5M)
6% more funds holding
Funds holding: 78 → 83 (+5)
0.91% more ownership
Funds ownership: 20.54% → 21.46% (+0.91%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.56M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.09M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$845K |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$437K |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$400K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$582K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$488K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$249K |
| 4 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
-$227K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$211K |
BTO Hedge Fund Activity: Q2 2026 in Review
83 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in John Hancock Financial Opportunities Fund (BTO) for Q2 2026, worth a combined $168M — up 15% from $146M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BTO positions and 5 closed out — a net gain of 6 holders — while 30 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Janney Montgomery Scott, cutting an estimated $582K.
- 83 institutional investors held John Hancock Financial Opportunities Fund (BTO) as of Q2 2026, up from 78 in Q1 2026.
- Funds reported $168M of John Hancock Financial Opportunities Fund stock for Q2 2026, up 15% quarter-over-quarter.
- 11 funds opened new John Hancock Financial Opportunities Fund positions in Q2 2026 and 5 closed out, a net change of +6 holders.
- The largest John Hancock Financial Opportunities Fund buyer in Q2 2026 was Morgan Stanley, an estimated $2.56M added.
- The largest John Hancock Financial Opportunities Fund seller in Q2 2026 was Janney Montgomery Scott, an estimated $582K sold.
Based on aggregated 13F filings for Q2 2026.