John Hancock Financial OppBTO
13F holders, Q2 2025 (June 30)67holders −1
4new positions
6sold out
$35.42avg. 13F price*
At the end of Q2 2025, 67 institutions reported holding John Hancock Financial Opp (BTO) in their 13F filings, down 1 from Q1 2025. 4 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($43.5M), Wells Fargo & Company ($21.0M) and Raymond James Financial Inc. ($19.8M).
- Company
- John Hancock Financial Opp
- Filed as
- HANCOCK JOHN FINL OPPTYS FD (Q2 2025)
- CUSIP
- 409735206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $475K |
| Exits | 6 | $2.2M |
All 13F filers, Q1 2025 → Q2 2025: 89,480 shares bought and 174,565 shares sold, net −85,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Morgan Stanley | 0.00% | Reduce -1.9% | 1,228,139 | $43.5M |
| Wells Fargo & Company | 0.00% | Add +0.6% | 592,393 | $21.0M |
| Raymond James Financial Inc. | 0.01% | Add +5.3% | 558,810 | $19.8M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 255,987 | $9.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.4% | 207,114 | $7.3M |
| LPL Financial LLC | 0.00% | Reduce -3.3% | 203,311 | $7.2M |
| Cornerstone Advisors, LLC | 0.12% | Reduce -37.7% | 96,558 | $3.4M |
| Fca Corp. | 1.00% | Add +1.6% | 93,877 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +1.6% | 87,116 | $3.1M |
| North Star Asset Management Inc. | 0.11% | Reduce -1.0% | 72,293 | $2.6M |
| UBS Group AG | 0.00% | Add +11.1% | 46,678 | $1.7M |
| Bank of America Corp. | 0.00% | Add +24.9% | 41,345 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.4% | 38,018 | $1.3M |
| Gilliland Jeter Wealth Management LLC | 0.43% | Add +2.1% | 36,882 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.6% | 35,695 | $1.3M |
| World Investment Advisors | 0.03% | Reduce -1.5% | 31,856 | $1.1M |
| Chancellor Financial Group WB LP | 0.84% | Add +0.5% | 30,677 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.5% | 29,522 | $1.0M |
| Samalin Investment Counsel, LLC | 0.37% | Add +3.9% | 27,288 | $967K |
| Triumph Capital Management | 0.28% | Add +0.5% | 26,640 | $944K |
| Ameriprise Financial Inc. | 0.00% | Add +2.5% | 22,951 | $813K |
| AlphaCore Capital LLC | 0.03% | Add +49.9% | 22,487 | $796K |
| Private Advisor Group, LLC | 0.00% | Add +3.3% | 20,162 | $714K |
| Mariner, LLC | 0.00% | Add +2.7% | 18,984 | $672K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.9% | 18,002 | $638K |
| Osaic Holdings, Inc. | 0.00% | Add +39.2% | 17,188 | $609K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 16,372 | $580K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 14,945 | $529K |
| Invesco Ltd. | 0.00% | Reduce -26.6% | 14,076 | $499K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.9% | 13,068 | $463K |
| Stephens Inc. | 0.01% | Add +3.2% | 12,889 | $457K |
| L.M. Kohn & Company | 0.12% | No change | 12,857 | $455K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.3% | 10,803 | $383K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 10,784 | $382K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +4.8% | 10,674 | $378K |
| Redwood Wealth Management Group, LLC | 0.14% | No change | 8,829 | $313K |
| Abel Hall, LLC | 0.13% | No change | 8,000 | $283K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -24.4% | 6,909 | $245K |
| Focus Partners Wealth | 0.00% | Reduce -0.8% | 5,980 | $212K |
| Envestnet Asset Management Inc. | 0.00% | New | 5,733 | $203K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 5,479 | $201K |
| Comerica Bank | 0.00% | No change | 5,033 | $178K |
| Allworth Financial LP | 0.00% | Add +32.5% | 4,493 | $159K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -30.9% | 2,017 | $71K |
| Private Trust Co. NA | 0.01% | No change | 2,000 | $71K |
| MAI Capital Management | 0.00% | No change | 1,740 | $62K |
| Thompson Investment Management, Inc. | 0.01% | Add +149.0% | 1,616 | $57K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,076 | $38K |
| Blue Trust, Inc. | 0.00% | New | 1,000 | $35K |
| Fifth Third Bancorp | 0.00% | New | 1,000 | $35K |
| Toth Financial Advisory Corp. | 0.00% | No change | 780 | $28K |
| Cwm, LLC | 0.00% | Add +34.8% | 693 | $25K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $21K |
| Hantz Financial Services, Inc. | 0.00% | No change | 500 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +71.8% | 354 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 300 | $11K |
| Spire Wealth Management | 0.00% | Reduce -40.2% | 277 | $10K |
| Eastern Bank | 0.00% | No change | 250 | $9K |
| Bogart Wealth, LLC | 0.00% | No change | 231 | $8K |
| AdvisorNet Financial, Inc | 0.00% | No change | 200 | $7K |
| Navigoe, LLC | 0.01% | No change | 200 | $7K |
| Global Retirement Partners, LLC | 0.00% | — | 171 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 165 | $6K |
| Tsfg, LLC | 0.00% | Add +2.4% | 130 | $5K |
| Tidemark, LLC | 0.00% | Reduce -44.4% | 125 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 125 | $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.