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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
UBS Group
1
UBS Group
Switzerland
$9.55M -$267K -16,855 -3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.97M -$110K -6,924 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.28M +$122K +7,731 +3%
Morgan Stanley
4
Morgan Stanley
New York
$3.88M -$576K -36,357 -13%
Invesco
5
Invesco
Georgia
$3.13M +$124K +7,799 +4%
LPL Financial
6
LPL Financial
California
$2.89M -$33.7K -2,127 -1%
GC
7
Guggenheim Capital
Illinois
$2.87M -$1.24M -77,973 -30%
TCMG
8
TSP Capital Management Group
New Jersey
$2.06M -$2.04M -128,860 Closed
Cohen & Steers
9
Cohen & Steers
New York
$2.04M +$634K +40,000 +46%
Raymond James Financial
10
Raymond James Financial
Florida
$1.89M +$68.2K +4,305 +4%
KAS
11
Kestra Advisory Services
Texas
$1.71M -$15.7K -993 -0.9%
ARG
12
Advisory Resource Group
Oklahoma
$1.67M -$26K -1,641 -2%
Bank of America
13
Bank of America
North Carolina
$1.66M +$75.3K +4,751 +5%
JWCA
14
J.W. Cole Advisors
Florida
$1.55M +$421K +26,571 +38%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$1.22M -$12.3K -776 -1%
Osaic Holdings
16
Osaic Holdings
Arizona
$711K +$24.5K +1,549 +4%
Mariner
17
Mariner
Kansas
$653K +$431K +27,186 +199%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$593K -$7.56K -477 -1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$501K +$28.6K +1,806 +6%
SA
20
SAM Advisors
California
$466K +$38.9K +2,456 +9%
Wells Fargo
21
Wells Fargo
California
$464K +$132K +8,326 +40%
SWP
22
Stratos Wealth Partners
Ohio
$421K +$3.17K +200 +0.8%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$415K +$405K +25,565 New
HighTower Advisors
24
HighTower Advisors
Illinois
$413K -$238 -15 -0.1%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$413K -$7.92K -500 -2%

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.