We are live on ! Find out more
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
UBS Group
1
UBS Group
Switzerland
$10.2M +$618K +36,267 +6%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.42M +$29.9K +1,753 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$4.63M +$788K +46,248 +20%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.31M -$4.58K -269 -0.1%
GC
5
Guggenheim Capital
Illinois
$4.27M -$152K -8,944 -3%
Invesco
6
Invesco
Georgia
$3.12M -$84.5K -4,964 -3%
LPL Financial
7
LPL Financial
California
$3.04M +$217K +12,718 +7%
TCMG
8
TSP Capital Management Group
New Jersey
$2.14M -$23.1K -1,355 -1%
Raymond James Financial
9
Raymond James Financial
Florida
$1.89M +$109K +6,389 +6%
KAS
10
Kestra Advisory Services
Texas
$1.79M +$151K +8,883 +9%
ARG
11
Advisory Resource Group
Oklahoma
$1.76M +$307 +18 +0%
Bank of America
12
Bank of America
North Carolina
$1.64M +$647K +37,991 +62%
Cohen & Steers
13
Cohen & Steers
New York
$1.45M +$900K +52,867 +154%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$1.28M
JWCA
15
J.W. Cole Advisors
Florida
$1.17M +$1.2M +70,295 New
Osaic Holdings
16
Osaic Holdings
Arizona
$712K +$51.8K +3,042 +8%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$623K +$10.2K +600 +2%
LFAS
18
Level Four Advisory Services
Texas
$551K -$212K -12,440 -27%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$550K +$13K +765 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$490K +$2.04K +120 +0.4%
SAM
21
Selway Asset Management
$455K +$161K +9,440 +52%
SA
22
SAM Advisors
California
$443K +$26.4K +1,553 +6%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$436K +$448K +26,300 New
LSIA
24
LaSalle St. Investment Advisors
Illinois
$434K -$5.67K -333 -1%
SWP
25
Stratos Wealth Partners
Ohio
$434K +$445K +26,135 New

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.