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HEQ

John Hancock Hedged Equity & Income Fund

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.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $29.1M → $29.5M (+$413K)

0% more funds holding

Funds holding: 3232 (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

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.4M -$87.2K -8,446 -2%
Bank of America
2
Bank of America
North Carolina
$3.05M +$311K +30,102 +12%
SCM
3
Saba Capital Management
New York
$2.44M +$193K +18,738 +9%
SFS
4
Shaker Financial Services
Virginia
$2.38M -$205K -19,893 -8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.64M +$15.5K +1,497 +1%
PS
6
Principal Securities
Iowa
$1.59M +$12.8K +1,239 +0.8%
1CP
7
1607 Capital Partners
Virginia
$1.43M -$85.7K -8,300 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.41M +$32.7K +3,171 +2%
AA
9
AQR Arbitrage
Connecticut
$1.31M -$105K -10,206 -8%
Wells Fargo
10
Wells Fargo
California
$1.04M -$7.54K -730 -0.7%
Invesco
11
Invesco
Georgia
$874K +$252K +24,431 +42%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$833K +$144K +13,980 +22%
WAM
13
Wolverine Asset Management
Illinois
$704K -$228K -22,044 -25%
AAM
14
Advisors Asset Management
Colorado
$682K -$9.79K -948 -1%
Ameriprise
15
Ameriprise
Minnesota
$607K -$27.6K -2,670 -4%
GC
16
Guggenheim Capital
Illinois
$603K -$450K -43,573 -43%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$579K +$26.5K +2,570 +5%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$490K +$32.5K +3,147 +7%
KAS
19
Kestra Advisory Services
Texas
$470K -$21.2K -2,050 -4%
Osaic Holdings
20
Osaic Holdings
Arizona
$459K -$2.2K -213 -0.5%
Two Sigma Investments
21
Two Sigma Investments
New York
$345K +$336K +32,587 New
RCM
22
Robinson Capital Management
Michigan
$321K
LPL Financial
23
LPL Financial
California
$275K -$35K -3,387 -12%
Raymond James Financial
24
Raymond James Financial
Florida
$275K -$1.26K -122 -0.5%
UBS Group
25
UBS Group
Switzerland
$268K -$13.7K -1,325 -5%

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.