John Hancock Hedged Equity & Income Fund
HEQ
34 hedge funds and large institutions have $30.7M invested in John Hancock Hedged Equity & Income Fund in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
6% more funds holding
Funds holding: 32 → 34 (+2)
4% more capital invested
Capital invested by funds: $29.5M → $30.7M (+$1.22M)
0.79% more ownership
Funds ownership: 23.07% → 23.86% (+0.79%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Verition Fund Management
Greenwich,
Connecticut
|
+$282K |
| 2 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$268K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$243K |
| 4 |
SCM
Saba Capital Management
New York
|
+$240K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$278K |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$138K |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$126K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$85.5K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$56.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $273K | +$2.91K | +274 | +1% |
|
|
KA
27
Kovack Advisors
Ft. Lauderdale,
Florida
| $246K | +$44.2K | +4,165 | +22% |
|
28
Cetera Investment Advisers
Schaumburg,
Illinois
| $201K | +$200K | +18,864 | New |
|
|
NAS
29
NWF Advisory Services
Los Angeles,
California
| $196K | -$8.5K | -800 | -4% |
|
|
BRWA
30
B. Riley Wealth Advisors
Boca Raton,
Florida
| $169K | – | – | – |
|
|
KIM
31
Karpus Investment Management
Pittsford,
New York
| $114K | -$126K | -11,880 | -53% |
|
32
Comerica Bank
Dallas,
Texas
| $44.6K | +$1.01K | +95 | +2% |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| $15K | +$15K | +1,409 | New |
|
|
HWP
34
Highline Wealth Partners
Sherman Oaks,
California
| $3.62K | +$3.61K | +340 | New |
|
|
AF
35
Allworth Financial
Folsom,
California
| – | -$4.97K | -470 | Closed |
|
HEQ Hedge Fund Activity: Q3 2025 in Review
34 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q3 2025, worth a combined $30.7M — up 4.1% from $29.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new HEQ positions and 1 closed out — a net gain of 3 holders — while 18 added to existing stakes and 10 trimmed.
The largest buyer was Verition Fund Management, opening a new position worth an estimated $282K. The largest seller was Guggenheim Capital, cutting an estimated $278K.
- 34 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q3 2025, up from 32 in Q2 2025.
- Funds reported $30.7M of John Hancock Hedged Equity & Income Fund stock for Q3 2025, up 4.1% quarter-over-quarter.
- 4 funds opened new John Hancock Hedged Equity & Income Fund positions in Q3 2025 and 1 closed out, a net change of +3 holders.
- The largest John Hancock Hedged Equity & Income Fund buyer in Q3 2025 was Verition Fund Management, an estimated $282K added.
- The largest John Hancock Hedged Equity & Income Fund seller in Q3 2025 was Guggenheim Capital, an estimated $278K sold.
Based on aggregated 13F filings for Q3 2025.