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HPF

John Hancock Preferred Income Fund II

42 hedge funds and large institutions have $33.3M invested in John Hancock Preferred Income Fund II in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

0.3% more ownership

Funds ownership: 8.98%9.28% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 4642 (-4)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

97% less capital invested

Capital invested by funds: $1.24B → $33.3M (-$1.2B)

Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
15
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
1
Axim Planning & Wealth
Ohio
$5.54M -$1.31M -77,970 -19%
UBS Group
2
UBS Group
Switzerland
$5.49M +$669K +39,804 +14%
Invesco
3
Invesco
Georgia
$2.52M -$58.3K -3,470 -2%
Stifel Financial
4
Stifel Financial
Missouri
$2.39M +$213K +12,650 +10%
Morgan Stanley
5
Morgan Stanley
New York
$2.17M +$44.3K +2,635 +2%
Cohen & Steers
6
Cohen & Steers
New York
$1.82M +$1.26M +74,707 +215%
JWCA
7
J.W. Cole Advisors
Florida
$1.74M +$1.76M +104,811 New
Osaic Holdings
8
Osaic Holdings
Arizona
$1.39M +$221K +13,130 +19%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$1.13M -$79.9K -4,751 -7%
EAM
10
Everstar Asset Management
North Carolina
$988K -$50.4K -3,000 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$981K -$5.2K -309 -0.5%
LPL Financial
12
LPL Financial
California
$900K +$176K +10,453 +24%
Wells Fargo
13
Wells Fargo
California
$798K +$311K +18,482 +63%
KAS
14
Kestra Advisory Services
Texas
$702K -$2K -119 -0.3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$618K +$99.1K +5,897 +19%
Bank of America
16
Bank of America
North Carolina
$540K +$209K +12,451 +62%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$519K +$125K +7,449 +31%
PAG
18
Private Advisor Group
New Jersey
$340K -$8.41K -500 -2%
VCWA
19
Vanguard Capital Wealth Advisors
Colorado
$332K +$16.8K +1,000 +5%
Raymond James Financial
20
Raymond James Financial
Florida
$323K +$38.7K +2,300 +13%
NA
21
NewEdge Advisors
Louisiana
$323K +$1.68K +100 +0.5%
WS
22
Wedbush Securities
California
$308K -$55.3K -3,289 -15%
AWS
23
Atria Wealth Solutions
New York
$279K -$3.36K -200 -1%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$234K -$63.7K -3,791 -21%
MCA
25
MSH Capital Advisors
Arizona
$205K

HPF Hedge Fund Activity: Q1 2025 in Review

42 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund II (HPF) for Q1 2025, worth a combined $33.3M — down 97% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HPF and 6 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 15 added.

The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $1.76M. The largest seller was Axim Planning & Wealth, cutting an estimated $1.31M.

  • 42 institutional investors held John Hancock Preferred Income Fund II (HPF) as of Q1 2025, down from 46 in Q4 2024.
  • Funds reported $33.3M of John Hancock Preferred Income Fund II stock for Q1 2025, down 97% quarter-over-quarter.
  • 6 funds opened new John Hancock Preferred Income Fund II positions in Q1 2025 and 8 closed out, a net change of -2 holders.
  • The largest John Hancock Preferred Income Fund II buyer in Q1 2025 was J.W. Cole Advisors, an estimated $1.76M added.
  • The largest John Hancock Preferred Income Fund II seller in Q1 2025 was Axim Planning & Wealth, an estimated $1.31M sold.

Based on aggregated 13F filings for Q1 2025.