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HPI

John Hancock Preferred Income Fund

66 hedge funds and large institutions have $61.4M invested in John Hancock Preferred Income Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

5% more funds holding

Funds holding: 6366 (+3)

0.34% less ownership

Funds ownership: 14.01%13.67% (-0.34%)

5% less capital invested

Capital invested by funds: $64.9M → $61.4M (-$3.52M)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$10.3M +$191K +11,212 +2%
Morgan Stanley
2
Morgan Stanley
New York
$7.75M +$629K +37,010 +8%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.34M -$161K -9,471 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.07M -$47.6K -2,803 -1%
GC
5
Guggenheim Capital
Illinois
$3.43M +$943K +55,509 +36%
LPL Financial
6
LPL Financial
California
$3.04M +$13.3K +782 +0.4%
Invesco
7
Invesco
Georgia
$2.97M -$674K -39,665 -18%
Cohen & Steers
8
Cohen & Steers
New York
$2.28M -$79.9K -4,700 -3%
JWCA
9
J.W. Cole Advisors
Florida
$2.2M +$281K +16,509 +14%
TCMG
10
TSP Capital Management Group
New Jersey
$2.09M -$2.23M -131,360 Closed
Raymond James Financial
11
Raymond James Financial
Florida
$1.96M -$10.6K -621 -0.5%
Bank of America
12
Bank of America
North Carolina
$1.7M +$85.9K +5,054 +5%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$1.67M +$272K +15,979 +18%
ARG
14
Advisory Resource Group
Oklahoma
$1.67M -$11.3K -663 -0.6%
KAS
15
Kestra Advisory Services
Texas
$1.39M -$195K -11,484 -12%
Mariner
16
Mariner
Kansas
$909K +$61K +3,590 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$743K +$18.8K +1,108 +2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$726K +$106K +6,253 +16%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$613K +$476 +28 +0.1%
SA
20
SAM Advisors
California
$519K -$16.7K -985 -3%
HighTower Advisors
21
HighTower Advisors
Illinois
$476K -$97.6K -5,745 -16%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$471K -$54.7K -3,218 -10%
SWP
23
Stratos Wealth Partners
Ohio
$446K +$28.9K +1,700 +7%
Wells Fargo
24
Wells Fargo
California
$438K -$86.7K -5,104 -16%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$418K +$112K +6,591 +34%

HPI Hedge Fund Activity: Q4 2025 in Review

66 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund (HPI) for Q4 2025, worth a combined $61.4M — down 5.4% from $64.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HPI positions and 6 closed out — a net gain of 4 holders — while 16 added to existing stakes and 21 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $943K. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $2.23M sold.

  • 66 institutional investors held John Hancock Preferred Income Fund (HPI) as of Q4 2025, up from 63 in Q3 2025.
  • Funds reported $61.4M of John Hancock Preferred Income Fund stock for Q4 2025, down 5.4% quarter-over-quarter.
  • 10 funds opened new John Hancock Preferred Income Fund positions in Q4 2025 and 6 closed out, a net change of +4 holders.
  • The largest John Hancock Preferred Income Fund buyer in Q4 2025 was Guggenheim Capital, an estimated $943K added.
  • The largest John Hancock Preferred Income Fund seller in Q4 2025 was TSP Capital Management Group, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2025.