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HPI

John Hancock Preferred Income Fund

63 hedge funds and large institutions have $61.8M invested in John Hancock Preferred Income Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

7% more capital invested

Capital invested by funds: $57.6M → $61.8M (+$4.22M)

2% more funds holding

Funds holding: 6263 (+1)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0.99% more ownership

Funds ownership: 12.96%13.95% (+0.99%)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$429K -$287K -16,870 -39%
AWE
27
Avidian Wealth Enterprises
Texas
$348K
Wells Fargo
28
Wells Fargo
California
$343K -$63.7K -3,743 -15%
NA
29
NewEdge Advisors
Louisiana
$341K -$7.66K -450 -2%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$282K -$61.7K -3,625 -18%
NFG
31
Norris Financial Group
South Carolina
$275K +$283K +16,600 New
MCFP
32
Mallini Complete Financial Planning
Florida
$272K -$29.2K -1,716 -9%
EAM
33
Everstar Asset Management
North Carolina
$269K -$73.2K -4,300 -21%
PAG
34
Private Advisor Group
New Jersey
$245K -$33.2K -1,951 -12%
Mariner
35
Mariner
Kansas
$226K +$232K +13,643 New
AWS
36
Atria Wealth Solutions
New York
$226K -$70.2K -4,119 -23%
WS
37
Wedbush Securities
California
$197K
MFG
38
Merit Financial Group
Georgia
$186K +$12K +702 +7%
SFS
39
Sowell Financial Services
Arkansas
$181K +$186K +10,900 New
HHGA
40
Halbert Hargrove Global Advisors
California
$126K
GWM
41
Geneos Wealth Management
Colorado
$98K +$55K +3,230 +121%
HIA
42
Harbor Investment Advisory
Maryland
$85.9K
SWIM
43
Smallwood Wealth Investment Management
New Jersey
$53.3K +$54.7K +3,211 New
CFB
44
Cullen/Frost Bankers
Texas
$51.6K
AG
45
AmeriFlex Group
Nevada
$41.6K -$2.93K -172 -6%
SIS
46
Sound Income Strategies
Florida
$35.7K
CHC
47
City Holding Co
West Virginia
$33.2K
SPIA
48
Steward Partners Investment Advisory
New York
$30.2K
FFA
49
Farther Finance Advisors
California
$29.9K +$30.7K +1,800 New
OIA
50
Optimum Investment Advisors
Illinois
$25.9K

HPI Hedge Fund Activity: Q1 2025 in Review

63 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q1 2025, worth a combined $61.8M — up 7.3% from $57.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HPI positions and 4 closed out — a net gain of 6 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $1.2M. The largest seller was HighTower Advisors, cutting an estimated $287K.

  • 63 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q1 2025, up from 62 in Q4 2024.
  • Funds reported $61.8M of John Hancock Preferred Income Fund stock for Q1 2025, up 7.3% quarter-over-quarter.
  • 10 funds opened new John Hancock Preferred Income Fund positions in Q1 2025 and 4 closed out, a net change of +6 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q1 2025 was J.W. Cole Advisors, an estimated $1.2M added.
  • The largest John Hancock Preferred Income Fund seller in Q1 2025 was HighTower Advisors, an estimated $287K sold.

Based on aggregated 13F filings for Q1 2025.