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HEQ

John Hancock Hedged Equity & Income Fund
HEQ

35 hedge funds and large institutions have $34.4M invested in John Hancock Hedged Equity & Income Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

12% more capital invested

Capital invested by funds: $30.7M → $34.4M (+$3.65M)

3% more funds holding

Funds holding: 34 → 35 (+1)

2.59% more ownership

Funds ownership: 23.86% → 26.45% (+2.6%)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bulldog Investors
New Jersey
+$4.1M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.86M
3
SWA
Sax Wealth Advisors
New Jersey
+$365K
4
KA
Kovack Advisors
Florida
+$324K
5
SCM
Saba Capital Management
New York
+$301K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.32M
2
SFS
Shaker Financial Services
Virginia
-$1.23M
3
AAM
Advisors Asset Management
Colorado
-$453K
4
WAM
Wolverine Asset Management
Illinois
-$449K
5
AA
AQR Arbitrage
Connecticut
-$428K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$282K +$2.16K +201 +0.8%
AAM
27
Advisors Asset Management
Colorado
$241K -$453K -42,150 -65%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$200K -$2.46K -229 -1%
NAS
29
NWF Advisory Services
California
$198K – – –
UBS Group
30
UBS Group
Switzerland
$183K -$92.3K -8,584 -34%
P
31
&Partners
Tennessee
$174K +$175K +16,232 New
BRWA
32
B. Riley Wealth Advisors
Florida
$171K – – –
XT
33
XTX Topco
Cayman Islands
$144K +$144K +13,350 New
Comerica Bank
34
Comerica Bank
Texas
$46.1K +$1.03K +96 +2%
MI
35
Motiv8 Investments
Florida
$6 +$6.33K +589 New
GC
36
Guggenheim Capital
Illinois
– -$328K -30,834 Closed
KIM
37
Karpus Investment Management
New York
– -$114K -10,713 Closed
ASN
38
Advisory Services Network
Georgia
– -$15K -1,409 Closed
HWP
39
Highline Wealth Partners
California
– -$3.62K -340 Closed
1
2

HEQ Hedge Fund Activity: Q4 2025 in Review

35 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in John Hancock Hedged Equity & Income Fund (HEQ) for Q4 2025, worth a combined $34.4M — up 12% from $30.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HEQ positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Bulldog Investors, opening a new position worth an estimated $4.1M. The largest seller was Morgan Stanley, cutting an estimated $1.32M.

  • 35 institutional investors held John Hancock Hedged Equity & Income Fund (HEQ) as of Q4 2025, up from 34 in Q3 2025.
  • Funds reported $34.4M of John Hancock Hedged Equity & Income Fund stock for Q4 2025, up 12% quarter-over-quarter.
  • 5 funds opened new John Hancock Hedged Equity & Income Fund positions in Q4 2025 and 4 closed out, a net change of +1 holder.
  • The largest John Hancock Hedged Equity & Income Fund buyer in Q4 2025 was Bulldog Investors, an estimated $4.1M added.
  • The largest John Hancock Hedged Equity & Income Fund seller in Q4 2025 was Morgan Stanley, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2025.