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HEQ

John Hancock Hedged Equity & Income Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 3234 (+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%)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.56M +$133K +12,534 +3%
Bank of America
2
Bank of America
North Carolina
$3.07M -$2.58K -243 -0.1%
SCM
3
Saba Capital Management
New York
$2.7M +$240K +22,623 +10%
SFS
4
Shaker Financial Services
Virginia
$2.63M +$236K +22,211 +10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.66M +$6.92K +651 +0.4%
PS
6
Principal Securities
Iowa
$1.62M +$21.2K +1,992 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.47M +$46.3K +4,356 +3%
1CP
8
1607 Capital Partners
Virginia
$1.3M -$138K -13,035 -10%
AA
9
AQR Arbitrage
Connecticut
$1.23M -$85.5K -8,044 -6%
Wells Fargo
10
Wells Fargo
California
$1.04M +$21 +2 +0%
Invesco
11
Invesco
Georgia
$987K +$107K +10,090 +12%
WAM
12
Wolverine Asset Management
Illinois
$952K +$243K +22,832 +34%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$851K +$268K +25,226 +46%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$800K -$38.4K -3,617 -5%
Ameriprise
15
Ameriprise
Minnesota
$700K +$88K +8,287 +14%
AAM
16
Advisors Asset Management
Colorado
$688K +$1.57K +148 +0.2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$493K +$340 +32 +0.1%
KAS
18
Kestra Advisory Services
Texas
$448K -$24.8K -2,338 -5%
Osaic Holdings
19
Osaic Holdings
Arizona
$408K -$56.2K -5,293 -12%
LPL Financial
20
LPL Financial
California
$348K +$71.4K +6,722 +26%
GC
21
Guggenheim Capital
Illinois
$328K -$278K -26,163 -46%
RCM
22
Robinson Capital Management
Michigan
$323K
Two Sigma Investments
23
Two Sigma Investments
New York
$291K -$55.5K -5,223 -16%
Verition Fund Management
24
Verition Fund Management
Connecticut
$283K +$282K +26,559 New
Raymond James Financial
25
Raymond James Financial
Florida
$278K +$1.31K +123 +0.5%

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.