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HPS

John Hancock Preferred Income Fund III

67 hedge funds and large institutions have $56.3M invested in John Hancock Preferred Income Fund III in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

12% more funds holding

Funds holding: 6067 (+7)

0.23% more ownership

Funds ownership: 12.09%12.32% (+0.23%)

3% less capital invested

Capital invested by funds: $58M → $56.3M (-$1.8M)

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
26
Wedbush Securities
California
$309K -$14.8K -1,039 -5%
NA
27
NewEdge Advisors
Louisiana
$297K
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$279K -$23.8K -1,669 -8%
Raymond James Financial
29
Raymond James Financial
Florida
$263K -$21.2K -1,491 -7%
KeyBank National Association
30
KeyBank National Association
Ohio
$242K
Stifel Financial
31
Stifel Financial
Missouri
$220K -$8.61K -604 -4%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$211K +$211K +14,772 New
CAM
33
Cresset Asset Management
Illinois
$189K +$188K +13,221 New
BC
34
Burney Company
Virginia
$186K -$93.1K -6,535 -33%
Mariner
35
Mariner
Kansas
$183K +$257 +18 +0.1%
OFS
36
OneAscent Financial Services
Alabama
$182K
SA
37
Sanctuary Advisors
Indiana
$166K +$166K +11,626 New
FFN
38
Focus Financial Network
Minnesota
$163K +$15.9K +1,116 +11%
SPIA
39
Steward Partners Investment Advisory
New York
$73.4K +$442 +31 +0.6%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$71.8K +$71.7K +5,033 New
US Bancorp
41
US Bancorp
Minnesota
$62.7K
WAM
42
Wolverine Asset Management
Illinois
$58.9K +$58.8K +4,127 New
GRP
43
Global Retirement Partners
California
$57.7K +$57.6K +4,045 New
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$57K
AAS
45
Ameritas Advisory Services
Nebraska
$51.6K +$51.6K +3,618 New
Comerica Bank
46
Comerica Bank
Texas
$46.3K
BTD
47
BankPlus Trust Department
Mississippi
$35.7K
PTC
48
Private Trust Company
Ohio
$28.5K
RIL
49
Rothschild Investment LLC
Illinois
$21.4K -$1.72M -120,400 -99%
CTC
50
Central Trust Company
Missouri
$21.4K

HPS Hedge Fund Activity: Q2 2025 in Review

67 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q2 2025, worth a combined $56.3M — down 3.1% from $58M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HPS positions and 4 closed out — a net gain of 8 holders — while 16 added to existing stakes and 17 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $895K. The largest seller was Rothschild Investment LLC, cutting an estimated $1.72M.

  • 67 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q2 2025, up from 60 in Q1 2025.
  • Funds reported $56.3M of John Hancock Preferred Income Fund III stock for Q2 2025, down 3.1% quarter-over-quarter.
  • 12 funds opened new John Hancock Preferred Income Fund III positions in Q2 2025 and 4 closed out, a net change of +8 holders.
  • The largest John Hancock Preferred Income Fund III buyer in Q2 2025 was Guggenheim Capital, an estimated $895K added.
  • The largest John Hancock Preferred Income Fund III seller in Q2 2025 was Rothschild Investment LLC, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2025.