John Hancock Hedged Equity & Income Fund
HEQ
32 hedge funds and large institutions have $29.5M invested in John Hancock Hedged Equity & Income Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 3 closing their positions.
1% more capital invested
Capital invested by funds: $29.1M → $29.5M (+$413K)
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.11% less ownership
Funds ownership: 23.17% → 23.07% (-0.11%)
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$336K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$311K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$252K |
| 4 |
SCM
Saba Capital Management
New York
|
+$193K |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$450K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$228K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$205K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$145K |
| 5 |
AC
Almitas Capital
Santa Monica,
California
|
-$132K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIM
26
Karpus Investment Management
Pittsford,
New York
| $239K | – | – | – |
|
|
NAS
27
NWF Advisory Services
Los Angeles,
California
| $203K | – | – | – |
|
|
KA
28
Kovack Advisors
Ft. Lauderdale,
Florida
| $200K | +$19.7K | +1,908 | +11% |
|
|
AAS
29
Avantax Advisory Services
Dallas,
Texas
| $175K | -$9.92K | -961 | -5% |
|
|
BRWA
30
B. Riley Wealth Advisors
Boca Raton,
Florida
| $168K | +$164K | +15,869 | New |
|
31
Comerica Bank
Dallas,
Texas
| $43.3K | +$970 | +94 | +2% |
|
|
AF
32
Allworth Financial
Folsom,
California
| $4.97K | +$4.85K | +470 | New |
|
|
LCM
33
Landscape Capital Management
Englewood,
New Jersey
| – | -$145K | -13,948 | Closed |
|
|
AC
34
Almitas Capital
Santa Monica,
California
| – | -$132K | -12,667 | Closed |
|
|
SWM
35
Silverlake Wealth Management
Williston,
Vermont
| – | -$106K | -10,208 | Closed |
|
HEQ Hedge Fund Activity: Q2 2025 in Review
32 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q2 2025, worth a combined $29.5M — up 1.4% from $29.1M a quarter earlier.
Fund positioning in HEQ was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 15 trimmed.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $336K. The largest seller was Guggenheim Capital, cutting an estimated $450K.
- 32 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $29.5M of John Hancock Hedged Equity & Income Fund stock for Q2 2025, up 1.4% quarter-over-quarter.
- 3 funds opened new John Hancock Hedged Equity & Income Fund positions in Q2 2025 and 3 closed out, a net change of 0 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q2 2025 was Two Sigma Investments, an estimated $336K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q2 2025 was Guggenheim Capital, an estimated $450K sold.
Based on aggregated 13F filings for Q2 2025.