We are live on ! Find out more
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
UBS Group
1
UBS Group
Switzerland
$10.9M +$494K +30,307 +5%
Morgan Stanley
2
Morgan Stanley
New York
$7.67M +$3.24M +198,992 +82%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.81M +$157K +9,658 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.41M -$5M -306,682 -55%
Invesco
5
Invesco
Georgia
$3.87M +$439K +26,939 +14%
LPL Financial
6
LPL Financial
California
$3.25M +$102K +6,245 +3%
GC
7
Guggenheim Capital
Illinois
$2.71M -$378K -23,161 -13%
Cohen & Steers
8
Cohen & Steers
New York
$2.52M +$293K +18,000 +14%
TCMG
9
TSP Capital Management Group
New Jersey
$2.28M +$2.14M +131,360 New
Raymond James Financial
10
Raymond James Financial
Florida
$2.11M +$58K +3,557 +3%
JWCA
11
J.W. Cole Advisors
Florida
$2.08M +$372K +22,794 +24%
ARG
12
Advisory Resource Group
Oklahoma
$1.8M -$9.11K -559 -0.5%
Bank of America
13
Bank of America
North Carolina
$1.74M -$54.6K -3,351 -3%
KAS
14
Kestra Advisory Services
Texas
$1.69M -$158K -9,666 -9%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$1.52M +$183K +11,208 +15%
Mariner
16
Mariner
Kansas
$912K +$191K +11,713 +29%
Osaic Holdings
17
Osaic Holdings
Arizona
$726K +$4.61K +283 +0.6%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$669K +$217K +13,301 +53%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$657K +$12.8K +788 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$609K +$151K +9,269 +36%
SA
21
SAM Advisors
California
$573K +$63K +3,865 +13%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$561K +$16.3K +998 +3%
Wells Fargo
23
Wells Fargo
California
$558K +$51K +3,130 +11%
SWP
24
Stratos Wealth Partners
Ohio
$449K -$7.66K -470 -2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$448K

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.