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HPI

John Hancock Preferred Income Fund

64 hedge funds and large institutions have $58.9M invested in John Hancock Preferred Income Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

2% more funds holding

Funds holding: 6364 (+1)

0.63% less ownership

Funds ownership: 13.95%13.32% (-0.63%)

5% less capital invested

Capital invested by funds: $61.8M → $58.9M (-$2.86M)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% 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
20
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$404K -$125K -7,889 -24%
AWE
27
Avidian Wealth Enterprises
Texas
$336K
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$334K +$331K +20,866 New
NA
29
NewEdge Advisors
Louisiana
$322K -$7.07K -446 -2%
LSIA
30
LaSalle St. Investment Advisors
Illinois
$307K -$110K -6,930 -26%
MCFP
31
Mallini Complete Financial Planning
Florida
$272K +$9.47K +598 +4%
NFG
32
Norris Financial Group
South Carolina
$257K -$7.92K -500 -3%
PAG
33
Private Advisor Group
New Jersey
$236K +$428 +27 +0.2%
EAM
34
Everstar Asset Management
North Carolina
$232K -$26.9K -1,700 -10%
KAS
35
KPP Advisory Services
Kentucky
$215K +$213K +13,460 New
BRWA
36
B. Riley Wealth Advisors
Florida
$204K +$202K +12,730 New
MFG
37
Merit Financial Group
Georgia
$179K +$63 +4 +0%
SFS
38
Sowell Financial Services
Arkansas
$174K
WAM
39
Wolverine Asset Management
Illinois
$172K +$170K +10,742 New
HHGA
40
Halbert Hargrove Global Advisors
California
$123K +$1.58K +100 +1%
EC
41
Elequin Capital
New York
$86.9K +$81.3K +5,132 +1,683%
HIA
42
Harbor Investment Advisory
Maryland
$82.7K
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$68.9K +$68.3K +4,308 New
AF
44
Allworth Financial
California
$67.8K +$43.3K +2,734 +182%
GRP
45
Global Retirement Partners
California
$64.7K +$64.2K +4,049 New
SWIM
46
Smallwood Wealth Investment Management
New Jersey
$52.4K +$1.03K +65 +2%
GWM
47
Geneos Wealth Management
Colorado
$42.9K -$51.2K -3,230 -55%
SIS
48
Sound Income Strategies
Florida
$34.4K
CHC
49
City Holding Co
West Virginia
$32K
SPIA
50
Steward Partners Investment Advisory
New York
$29.1K

HPI Hedge Fund Activity: Q2 2025 in Review

64 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q2 2025, worth a combined $58.9M — down 4.6% from $61.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HPI positions and 8 closed out — a net gain of 2 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $634K. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $2.04M sold.

  • 64 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q2 2025, up from 63 in Q1 2025.
  • Funds reported $58.9M of John Hancock Preferred Income Fund stock for Q2 2025, down 4.6% quarter-over-quarter.
  • 10 funds opened new John Hancock Preferred Income Fund positions in Q2 2025 and 8 closed out, a net change of +2 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q2 2025 was Cohen & Steers, an estimated $634K added.
  • The largest John Hancock Preferred Income Fund seller in Q2 2025 was TSP Capital Management Group, an estimated $2.04M sold.

Based on aggregated 13F filings for Q2 2025.