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JHI

John Hancock Investors Trust

33 hedge funds and large institutions have $34.2M invested in John Hancock Investors Trust in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $32.6M → $34.2M (+$1.68M)

0.86% more ownership

Funds ownership: 27.43%28.29% (+0.86%)

6% less funds holding

Funds holding: 3533 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$8.36M +$687K +51,750 +9%
SIA
2
Sit Investment Associates
Minnesota
$6.12M +$1.39M +104,870 +31%
SFS
3
Shaker Financial Services
Virginia
$2.54M +$489K +36,824 +25%
Morgan Stanley
4
Morgan Stanley
New York
$2.22M -$35.9K -2,707 -2%
RCM
5
Rivernorth Capital Management
Florida
$2.15M
CIA
6
Capital Investment Advisors
Georgia
$1.83M -$22.4K -1,687 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.14M +$99.3K +7,480 +10%
IWC
8
Integrated Wealth Concepts
Massachusetts
$1.1M +$669K +50,375 +171%
GC
9
Guggenheim Capital
Illinois
$1.1M -$411K -30,950 -28%
Invesco
10
Invesco
Georgia
$1.05M +$49K +3,689 +5%
LPL Financial
11
LPL Financial
California
$795K +$117K +8,811 +18%
MQWP
12
Morey & Quinn Wealth Partners
Nebraska
$577K -$17.3K -1,300 -3%
NA
13
NewEdge Advisors
Louisiana
$536K +$3.11K +234 +0.6%
SWP
14
Stratos Wealth Partners
Ohio
$533K -$932K -70,204 -65%
Bank of America
15
Bank of America
North Carolina
$480K -$10K -756 -2%
RP
16
Riverbridge Partners
Minnesota
$455K +$16K +1,204 +4%
ACP
17
Aviance Capital Partners
Florida
$450K +$66.5K +5,011 +18%
PTC
18
Philadelphia Trust Company
Pennsylvania
$427K
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$422K
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$356K -$87.8K -6,617 -20%
Cohen & Steers
21
Cohen & Steers
New York
$331K
Ameriprise
22
Ameriprise
Minnesota
$294K +$109K +8,228 +63%
HRC
23
Hoertkorn Richard Charles
$194K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$180K +$104K +7,807 +150%
UBS Group
25
UBS Group
Switzerland
$156K +$10.8K +814 +8%

JHI Hedge Fund Activity: Q2 2025 in Review

33 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in John Hancock Investors Trust (JHI) for Q2 2025, worth a combined $34.2M — up 5.2% from $32.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JHI and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 13 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.39M. The largest seller was Stratos Wealth Partners, cutting an estimated $932K.

  • 33 institutional investors held John Hancock Investors Trust (JHI) as of Q2 2025, down from 35 in Q1 2025.
  • Funds reported $34.2M of John Hancock Investors Trust stock for Q2 2025, up 5.2% quarter-over-quarter.
  • 3 funds opened new John Hancock Investors Trust positions in Q2 2025 and 4 closed out, a net change of -1 holder.
  • The largest John Hancock Investors Trust buyer in Q2 2025 was Sit Investment Associates, an estimated $1.39M added.
  • The largest John Hancock Investors Trust seller in Q2 2025 was Stratos Wealth Partners, an estimated $932K sold.

Based on aggregated 13F filings for Q2 2025.