John Hancock Financial OppBTO
13F holders, Q1 2025 (March 31)68holders −6
4new positions
10sold out
$34.11avg. 13F price*
At the end of Q1 2025, 68 institutions reported holding John Hancock Financial Opp (BTO) in their 13F filings, down 6 from Q4 2024. 4 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($42.7M), Wells Fargo & Company ($20.1M) and Raymond James Financial Inc. ($18.1M).
- Company
- John Hancock Financial Opp
- Filed as
- HANCOCK JOHN FINL OPPTYS FD (Q1 2025)
- CUSIP
- 409735206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.5M |
| Exits | 10 | $13.1M |
All 13F filers, Q4 2024 → Q1 2025: 144,611 shares bought and 273,963 shares sold, net −129,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Morgan Stanley | 0.00% | Reduce -2.9% | 1,252,293 | $42.7M |
| Wells Fargo & Company | 0.00% | Add +1.9% | 588,655 | $20.1M |
| Raymond James Financial Inc. | 0.01% | Add +1.0% | 530,579 | $18.1M |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 249,634 | $8.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +7.7% | 216,557 | $7.4M |
| LPL Financial LLC | 0.00% | Add +13.2% | 210,292 | $7.2M |
| Cornerstone Advisors, LLC | 0.23% | Reduce -34.5% | 154,898 | $5.3M |
| Fca Corp. | 1.00% | Reduce -2.4% | 92,394 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +19.7% | 85,775 | $2.9M |
| North Star Asset Management Inc. | 0.11% | Reduce -1.0% | 73,043 | $2.5M |
| UBS Group AG | 0.00% | Add +0.2% | 42,027 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 37,479 | $1.3M |
| Gilliland Jeter Wealth Management LLC | 0.44% | Add +5.4% | 36,121 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +26.3% | 35,127 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -9.0% | 33,105 | $1.1M |
| World Investment Advisors | 0.03% | Reduce -5.0% | 32,327 | $1.1M |
| Chancellor Financial Group WB LP | 0.86% | Reduce -9.2% | 30,520 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Add +24.8% | 28,528 | $973K |
| Triumph Capital Management | 0.30% | Add +14.9% | 26,505 | $904K |
| Samalin Investment Counsel, LLC | 0.36% | Add +7.2% | 26,253 | $895K |
| Jaffetilchin Investment Partners, LLC | 0.06% | New | 23,882 | $815K |
| Ameriprise Financial Inc. | 0.00% | Add +1.6% | 22,399 | $764K |
| Tennessee Valley Asset Management Partners | 0.11% | Add +0.1% | 20,657 | $705K |
| Private Advisor Group, LLC | 0.00% | Add +26.4% | 19,521 | $666K |
| Invesco Ltd. | 0.00% | Reduce -2.3% | 19,174 | $654K |
| Mariner, LLC | 0.00% | Reduce -6.8% | 18,481 | $630K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 18,350 | $626K |
| HighTower Advisors, LLC | 0.00% | No change | 16,636 | $567K |
| AlphaCore Capital LLC | 0.04% | New | 15,002 | $512K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -11.8% | 14,945 | $510K |
| L.M. Kohn & Company | 0.11% | Add +4.5% | 12,857 | $439K |
| Stephens Inc. | 0.01% | Reduce -3.9% | 12,489 | $426K |
| Osaic Holdings, Inc. | 0.00% | Add +11.2% | 12,349 | $421K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.6% | 12,336 | $421K |
| D.A. Davidson & Co. | 0.00% | Add +0.1% | 11,289 | $385K |
| Institute for Wealth Management, LLC. | 0.05% | No change | 10,784 | $368K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +12.6% | 10,183 | $347K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 9,144 | $312K |
| Redwood Wealth Management Group, LLC | 0.15% | No change | 8,829 | $301K |
| Abel Hall, LLC | 0.16% | No change | 8,000 | $273K |
| Creative Planning | 0.00% | Reduce -5.5% | 7,208 | $246K |
| Wedbush Securities Inc. | 0.01% | No change | 6,781 | $231K |
| &partners | 0.00% | New | 6,120 | $208K |
| Focus Partners Wealth | 0.00% | Add +1.5% | 6,031 | $206K |
| Comerica Bank | 0.00% | No change | 5,033 | $172K |
| Allworth Financial LP | 0.00% | Add +0.1% | 3,391 | $109K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.4% | 2,917 | $99K |
| Private Trust Co. NA | 0.01% | Add +33.3% | 2,000 | $68K |
| MAI Capital Management | 0.00% | No change | 1,740 | $59K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,076 | $37K |
| Toth Financial Advisory Corp. | 0.00% | Add +4.7% | 780 | $27K |
| Thompson Investment Management, Inc. | 0.00% | No change | 649 | $22K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $20K |
| Cwm, LLC | 0.00% | No change | 514 | $18K |
| Hantz Financial Services, Inc. | 0.00% | No change | 500 | $17K |
| Spire Wealth Management | 0.00% | Add +7.9% | 463 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -75.8% | 300 | $9K |
| Eastern Bank | 0.00% | No change | 250 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 231 | $8K |
| Tidemark, LLC | 0.00% | No change | 225 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +38.3% | 206 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -66.7% | 200 | $7K |
| Navigoe, LLC | 0.01% | No change | 200 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 165 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 125 | $4K |
| Tsfg, LLC | 0.00% | New | 127 | $4K |
| Investors Research Corp | 0.00% | No change | 110 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 50 | $2K |
"% of holder's portfolio" is BTO's weight in each manager's 13F, not the share of John Hancock Financial Opp the manager owns.