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HPS

John Hancock Preferred Income Fund III

62 hedge funds and large institutions have $65.6M invested in John Hancock Preferred Income Fund III in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

17% more capital invested

Capital invested by funds: $56.3M → $65.6M (+$9.39M)

0.96% more ownership

Funds ownership: 12.32%13.28% (+0.96%)

7% less funds holding

Funds holding: 6762 (-5)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$17.6M +$1.64M +111,560 +11%
Morgan Stanley
2
Morgan Stanley
New York
$12.1M -$762K -51,818 -6%
LPL Financial
3
LPL Financial
California
$4.54M +$75.8K +5,155 +2%
Invesco
4
Invesco
Georgia
$4.14M +$475K +32,293 +14%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.71M +$523K +35,565 +25%
GC
6
Guggenheim Capital
Illinois
$2.67M -$38.4K -2,612 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.43M +$1.61M +109,544 +228%
Bank of America
8
Bank of America
North Carolina
$2.28M +$13.2K +898 +0.6%
Ameriprise
9
Ameriprise
Minnesota
$2.2M +$73.4K +4,993 +4%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$1.51M +$199K +13,543 +16%
AWM
11
Activest Wealth Management
Florida
$1.1M +$150K +10,218 +17%
AFG
12
Albion Financial Group
Utah
$1.07M +$1.02M +69,433 New
PVI
13
Pine Valley Investments
New Jersey
$984K +$11.8K +800 +1%
PTC
14
Philadelphia Trust Company
Pennsylvania
$848K +$191K +13,000 +31%
JWCA
15
J.W. Cole Advisors
Florida
$847K -$3.37K -229 -0.4%
Wells Fargo
16
Wells Fargo
California
$764K +$366K +24,915 +101%
SFS
17
Sowell Financial Services
Arkansas
$715K +$323 +22 +0%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$683K -$34.4K -2,343 -5%
Osaic Holdings
19
Osaic Holdings
Arizona
$609K -$22.5K -1,532 -4%
LOPW
20
Live Oak Private Wealth
North Carolina
$596K
Cohen & Steers
21
Cohen & Steers
New York
$532K +$118K +8,000 +30%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$415K +$59.5K +4,050 +18%
PRTG
23
Post Resch Tallon Group
New York
$392K +$22.5K +1,533 +6%
AWS
24
Arkfeld Wealth Strategies
Nebraska
$378K +$4.76K +324 +1%
HighTower Advisors
25
HighTower Advisors
Illinois
$328K -$56.6K -3,849 -15%

HPS Hedge Fund Activity: Q3 2025 in Review

62 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q3 2025, worth a combined $65.6M — up 17% from $56.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HPS and 5 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 23 added.

The largest buyer was UBS Group, adding an estimated $1.64M. The largest seller was Morgan Stanley, cutting an estimated $762K.

  • 62 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q3 2025, down from 67 in Q2 2025.
  • Funds reported $65.6M of John Hancock Preferred Income Fund III stock for Q3 2025, up 17% quarter-over-quarter.
  • 5 funds opened new John Hancock Preferred Income Fund III positions in Q3 2025 and 10 closed out, a net change of -5 holders.
  • The largest John Hancock Preferred Income Fund III buyer in Q3 2025 was UBS Group, an estimated $1.64M added.
  • The largest John Hancock Preferred Income Fund III seller in Q3 2025 was Morgan Stanley, an estimated $762K sold.

Based on aggregated 13F filings for Q3 2025.