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HPI

John Hancock Preferred Income Fund

63 hedge funds and large institutions have $59.5M invested in John Hancock Preferred Income Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.27% less ownership

Funds ownership: 13.67%13.4% (-0.27%)

3% less capital invested

Capital invested by funds: $61.4M → $59.5M (-$1.9M)

5% less funds holding

Funds holding: 6663 (-3)

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$357K +$5.41K +336 +1%
AWE
27
Avidian Wealth Enterprises
Texas
$345K +$16.1K +999 +5%
NFG
28
Norris Financial Group
South Carolina
$323K +$72.5K +4,500 +28%
NA
29
NewEdge Advisors
Louisiana
$300K -$15.2K -943 -5%
LSIA
30
LaSalle St. Investment Advisors
Illinois
$288K +$322 +20 +0.1%
MCFP
31
Mallini Complete Financial Planning
Florida
$271K -$2.16K -134 -0.8%
PAG
32
Private Advisor Group
New Jersey
$260K +$2.35K +146 +0.9%
IWM
33
IHT Wealth Management
Illinois
$249K +$256K +15,860 New
HHGA
34
Halbert Hargrove Global Advisors
California
$208K
RAM
35
Readystate Asset Management
Illinois
$203K +$209K +12,951 New
BRWA
36
B. Riley Wealth Advisors
Florida
$199K +$1.26K +78 +0.6%
EAM
37
Everstar Asset Management
North Carolina
$182K -$30.6K -1,900 -14%
Stifel Financial
38
Stifel Financial
Missouri
$174K +$2.66K +165 +2%
SFS
39
Sowell Financial Services
Arkansas
$171K
MFG
40
Merit Financial Group
Georgia
$166K -$20.8K -1,290 -11%
BFP
41
Birchwood Financial Partners
Minnesota
$72.2K +$1.69K +105 +2%
AF
42
Allworth Financial
California
$67.6K +$403 +25 +0.6%
IA
43
IFG Advisory
Georgia
$62.8K +$64.5K +4,000 New
HIA
44
Harbor Investment Advisory
Maryland
$57.7K
SIS
45
Sound Income Strategies
Florida
$33.9K
SWIM
46
Smallwood Wealth Investment Management
New Jersey
$32.6K +$596 +37 +2%
CHC
47
City Holding Co
West Virginia
$31.4K
SPIA
48
Steward Partners Investment Advisory
New York
$28.6K
GWM
49
Geneos Wealth Management
Colorado
$23.5K -$19K -1,180 -44%
HI
50
Harbour Investments
Wisconsin
$20K +$17.3K +1,072 +536%

HPI Hedge Fund Activity: Q1 2026 in Review

63 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q1 2026, worth a combined $59.5M — down 3.1% from $61.4M a quarter earlier.

Fund positioning in HPI was balanced in Q1 2026: 7 funds opened new positions, 7 closed out, 24 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $823K. The largest seller was J.W. Cole Advisors, exiting entirely with an estimated $2.2M sold.

  • 63 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q1 2026, down from 66 in Q4 2025.
  • Funds reported $59.5M of John Hancock Preferred Income Fund stock for Q1 2026, down 3.1% quarter-over-quarter.
  • 7 funds opened new John Hancock Preferred Income Fund positions in Q1 2026 and 7 closed out, a net change of 0 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q1 2026 was Morgan Stanley, an estimated $823K added.
  • The largest John Hancock Preferred Income Fund seller in Q1 2026 was J.W. Cole Advisors, an estimated $2.2M sold.

Based on aggregated 13F filings for Q1 2026.