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HPS

John Hancock Preferred Income Fund III

64 hedge funds and large institutions have $61.2M invested in John Hancock Preferred Income Fund III in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

3% more funds holding

Funds holding: 6264 (+2)

0.06% less ownership

Funds ownership: 13.28%13.21% (-0.06%)

7% less capital invested

Capital invested by funds: $65.6M → $61.2M (-$4.44M)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
20
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$16.9M +$476K +31,695 +3%
Morgan Stanley
2
Morgan Stanley
New York
$11.3M +$32.2K +2,140 +0.3%
LPL Financial
3
LPL Financial
California
$4.27M +$31.9K +2,126 +0.7%
Invesco
4
Invesco
Georgia
$3.22M -$672K -44,745 -17%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.44M -$98.8K -6,574 -4%
GC
6
Guggenheim Capital
Illinois
$2.4M -$89.4K -5,947 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.33M +$60.1K +4,002 +3%
Ameriprise
8
Ameriprise
Minnesota
$2.26M +$209K +13,930 +10%
Bank of America
9
Bank of America
North Carolina
$2.12M -$14.6K -972 -0.7%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$1.67M +$266K +17,726 +18%
PVI
11
Pine Valley Investments
New Jersey
$916K -$2.25K -150 -0.2%
JWCA
12
J.W. Cole Advisors
Florida
$874K +$86.7K +5,770 +11%
AWM
13
Activest Wealth Management
Florida
$870K -$161K -10,711 -15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$697K +$62K +4,126 +9%
SFS
15
Sowell Financial Services
Arkansas
$647K -$21.3K -1,418 -3%
PTC
16
Philadelphia Trust Company
Pennsylvania
$601K -$198K -13,200 -24%
Osaic Holdings
17
Osaic Holdings
Arizona
$590K +$3.19K +212 +0.5%
Wells Fargo
18
Wells Fargo
California
$587K -$131K -8,735 -18%
LOPW
19
Live Oak Private Wealth
North Carolina
$557K
Cohen & Steers
20
Cohen & Steers
New York
$424K -$75.1K -5,000 -15%
RAM
21
Readystate Asset Management
Illinois
$419K +$436K +29,044 New
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$385K
PRTG
23
Post Resch Tallon Group
New York
$372K +$5.65K +376 +1%
AWS
24
Arkfeld Wealth Strategies
Nebraska
$357K +$4.93K +328 +1%
HighTower Advisors
25
HighTower Advisors
Illinois
$327K +$21.5K +1,433 +7%

HPS Hedge Fund Activity: Q4 2025 in Review

64 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in John Hancock Preferred Income Fund III (HPS) for Q4 2025, worth a combined $61.2M — down 6.8% from $65.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HPS positions and 8 closed out — a net gain of 2 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was UBS Group, adding an estimated $476K. The largest seller was Albion Financial Group, exiting entirely with an estimated $1.07M sold.

  • 64 institutional investors held John Hancock Preferred Income Fund III (HPS) as of Q4 2025, up from 62 in Q3 2025.
  • Funds reported $61.2M of John Hancock Preferred Income Fund III stock for Q4 2025, down 6.8% quarter-over-quarter.
  • 10 funds opened new John Hancock Preferred Income Fund III positions in Q4 2025 and 8 closed out, a net change of +2 holders.
  • The largest John Hancock Preferred Income Fund III buyer in Q4 2025 was UBS Group, an estimated $476K added.
  • The largest John Hancock Preferred Income Fund III seller in Q4 2025 was Albion Financial Group, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2025.