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HPI

John Hancock Preferred Income Fund

63 hedge funds and large institutions have $64.9M invested in John Hancock Preferred Income Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 9

10% more capital invested

Capital invested by funds: $58.9M → $64.9M (+$5.95M)

0.69% more ownership

Funds ownership: 13.32%14.01% (+0.69%)

2% less funds holding

Funds holding: 6463 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
Optimum Investment Advisors
Illinois
$27.1K
HI
52
Harbour Investments
Wisconsin
$23.9K +$22.5K +1,378 New
AAS
53
Ameritas Advisory Services
Nebraska
$23.5K
PA
54
Parallel Advisors
California
$17.4K
SWP
55
Strategic Wealth Partners
Ohio
$14.3K
ASN
56
Advisory Services Network
Georgia
$12.1K +$11.4K +700 New
PTC
57
Private Trust Company
Ohio
$9.6K
CA
58
Clearstead Advisors
Ohio
$9.53K
OP
59
ORG Partners
Indiana
$8.68K
HWP
60
Highline Wealth Partners
California
$8.68K +$8.15K +500 New
PSB
61
Piscataqua Savings Bank
New Hampshire
$6.94K
CTB
62
Country Trust Bank
Illinois
$6.07K
AssetMark Inc
63
AssetMark Inc
California
$5.46K +$5.13K +315 New
WB
64
Webster Bank
Connecticut
$2.85K
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
-$334K -20,866 Closed
WAM
66
Wolverine Asset Management
Illinois
-$172K -10,742 Closed
EC
67
Elequin Capital
New York
-$86.9K -5,437 Closed
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
-$68.9K -4,308 Closed
CWM
69
Consultiva Wealth Management
Puerto Rico
-$24K -1,500 Closed
KTC
70
Kentucky Trust Company
Kentucky
-$13.9K -867 Closed
MCM
71
MAI Capital Management
Ohio
-$8.79K -550 Closed
AG
72
AmeriFlex Group
Nevada
-$7.17K -451 Closed
Jones Financial Companies
73
Jones Financial Companies
Missouri
-$6.2K -390 Closed

HPI Hedge Fund Activity: Q3 2025 in Review

63 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q3 2025, worth a combined $64.9M — up 10% from $58.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HPI and 8 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 25 added.

The largest buyer was Morgan Stanley, adding an estimated $3.24M. The largest seller was Royal Bank of Canada, cutting an estimated $5M.

  • 63 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q3 2025, down from 64 in Q2 2025.
  • Funds reported $64.9M of John Hancock Preferred Income Fund stock for Q3 2025, up 10% quarter-over-quarter.
  • 8 funds opened new John Hancock Preferred Income Fund positions in Q3 2025 and 9 closed out, a net change of -1 holder.
  • The largest John Hancock Preferred Income Fund buyer in Q3 2025 was Morgan Stanley, an estimated $3.24M added.
  • The largest John Hancock Preferred Income Fund seller in Q3 2025 was Royal Bank of Canada, an estimated $5M sold.

Based on aggregated 13F filings for Q3 2025.