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Manulife Financial

717 hedge funds and large institutions have $26.1B invested in Manulife Financial in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 248 increasing their positions, 231 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 47

2% more funds holding

Funds holding: 705717 (+12)

7% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 231

0% more capital invested

Capital invested by funds: $26B → $26.1B (+$103M)

0.38% more ownership

Funds ownership: 48.1%48.48% (+0.38%)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

74% less call options, than puts

Call options by funds: $127M | Put options by funds: $490M

Holders
717
Holders Change
+12
Holders Change %
+1.7%
% of All Funds
9.62%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.24%
New
72
Increased
248
Reduced
231
Closed
47
Calls
$127M
Puts
$490M
Net Calls
-$363M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
701
Penserra Capital Management
California
$4K
NB
702
NBT Bank
New York
$3.68K
CWP
703
Clark Wealth Partners
Illinois
$3.12K
PWMG
704
Prestige Wealth Management Group
New Jersey
$3.12K
HWP
705
Highline Wealth Partners
California
$2.37K +$30 +1 +1%
SC
706
Stephens Consulting
Michigan
$2.12K
CMP
707
Coston McIsaac & Partners
Maine
$2K
NEWAS
708
N.E.W. Advisory Services
Wisconsin
$1.93K +$1.87K +62 New
AG
709
AmeriFlex Group
Nevada
$1.91K
APW
710
Aventura Private Wealth
Florida
$1.87K
CYG
711
Clean Yield Group
Vermont
$1.62K
SS
712
Sunbelt Securities
Texas
$1.56K
WAS
713
Winch Advisory Services
Wisconsin
$1.49K +$30 +1 +2%
GWSA
714
Global Wealth Strategies & Associates
Colorado
$1.46K +$1.42K +47 New
CTWM
715
Cherry Tree Wealth Management
Minnesota
$1.25K
BWL
716
Bogart Wealth LLC
Virginia
$966
FGAM
717
Financial Gravity Asset Management
Texas
$561 +$544 +18 New
HNW
718
High Note Wealth
Minnesota
$187
Charles Schwab
719
Charles Schwab
California
-$158M -5,143,543 Closed
HGP
720
Haven Global Partners
Georgia
-$13.1M -425,352 Closed
HAI
721
Hennessy Advisors Inc
California
-$7.06M -229,800 Closed
NFG
722
Norris Financial Group
South Carolina
-$1.44M -46,730 Closed
AWA
723
Arkadios Wealth Advisors
Georgia
-$849K -27,642 Closed
SFM
724
Signet Financial Management
New Jersey
-$789K -25,698 Closed
WP
725
WMS Partners
Maryland
-$738K -24,018 Closed