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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
UBS Group
1
UBS Group
Switzerland
$14.7M +$466K +32,676 +3%
Morgan Stanley
2
Morgan Stanley
New York
$11.9M -$73.5K -5,157 -0.6%
LPL Financial
3
LPL Financial
California
$4.12M +$518K +36,340 +14%
Invesco
4
Invesco
Georgia
$3.36M +$195K +13,710 +6%
GC
5
Guggenheim Capital
Illinois
$2.5M +$895K +62,819 +56%
Bank of America
6
Bank of America
North Carolina
$2.1M +$129K +9,031 +7%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2M +$59.8K +4,194 +3%
Ameriprise
8
Ameriprise
Minnesota
$1.96M +$172K +12,097 +10%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$1.2M -$10.3K -724 -0.9%
PVI
10
Pine Valley Investments
New Jersey
$898K +$80.5K +5,649 +10%
AWM
11
Activest Wealth Management
Florida
$868K -$115K -8,074 -12%
JWCA
12
J.W. Cole Advisors
Florida
$786K -$17.1K -1,201 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$685K -$48.8K -3,421 -7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$664K -$7.08K -497 -1%
SFS
15
Sowell Financial Services
Arkansas
$660K -$2.1K -147 -0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
$603K -$23.9K -1,680 -4%
PTC
17
Philadelphia Trust Company
Pennsylvania
$597K
LOPW
18
Live Oak Private Wealth
North Carolina
$551K
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$395K +$394K +27,675 New
Cohen & Steers
20
Cohen & Steers
New York
$377K +$19.2K +1,347 +5%
HighTower Advisors
21
HighTower Advisors
Illinois
$358K +$19.9K +1,396 +6%
Wells Fargo
22
Wells Fargo
California
$350K -$114K -7,974 -25%
AWS
23
Arkfeld Wealth Strategies
Nebraska
$344K +$4.7K +330 +1%
PRTG
24
Post Resch Tallon Group
New York
$340K +$242 +17 +0.1%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$326K +$321K +22,530 New

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.