John Hancock Financial OppBTO
13F holders, Q3 2025 (September 30)76holders +9
14new positions
5sold out
$35.98avg. 13F price*
At the end of Q3 2025, 76 institutions reported holding John Hancock Financial Opp (BTO) in their 13F filings, up 9 from Q2 2025. 14 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($43.8M), Wells Fargo & Company ($23.1M) and Royal Bank of Canada ($9.3M).
- Company
- John Hancock Financial Opp
- Filed as
- HANCOCK JOHN FINL OPPTYS FD (Q3 2025)
- CUSIP
- 409735206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $1.9M |
| Exits | 5 | $900K |
All 13F filers, Q2 2025 → Q3 2025: 131,115 shares bought and 547,251 shares sold, net −416,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Morgan Stanley | 0.00% | Reduce -0.8% | 1,218,174 | $43.8M |
| Wells Fargo & Company | 0.00% | Add +8.6% | 643,370 | $23.1M |
| Royal Bank of Canada | 0.00% | Add +1.1% | 258,912 | $9.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.1% | 198,643 | $7.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -65.6% | 192,088 | $6.9M |
| LPL Financial LLC | 0.00% | Reduce -30.9% | 140,497 | $5.1M |
| Fca Corp. | 0.93% | Reduce -0.4% | 93,475 | $3.4M |
| Stifel Financial Corp. | 0.00% | Reduce -0.8% | 86,431 | $3.1M |
| North Star Asset Management Inc. | 0.10% | Reduce -4.5% | 69,030 | $2.5M |
| Cornerstone Advisors, LLC | 0.07% | Reduce -41.6% | 56,349 | $2.0M |
| Bank of America Corp. | 0.00% | Add +19.3% | 49,343 | $1.8M |
| UBS Group AG | 0.00% | Add +0.1% | 46,739 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +19.1% | 42,515 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.8% | 40,237 | $1.4M |
| Gilliland Jeter Wealth Management LLC | 0.41% | Reduce -0.2% | 36,796 | $1.3M |
| Chancellor Financial Group WB LP | 0.79% | Add +0.6% | 30,870 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.7% | 29,733 | $1.1M |
| World Investment Advisors | 0.02% | Reduce -11.0% | 28,359 | $1.0M |
| Samalin Investment Counsel, LLC | 0.32% | Reduce -5.7% | 25,735 | $926K |
| Ameriprise Financial Inc. | 0.00% | Add +9.5% | 25,140 | $905K |
| AlphaCore Capital LLC | 0.03% | Reduce -2.0% | 22,047 | $793K |
| Private Advisor Group, LLC | 0.00% | Add +5.8% | 21,336 | $768K |
| Tennessee Valley Asset Management Partners | 0.10% | New | 20,681 | $744K |
| Triumph Capital Management | 0.19% | Reduce -27.4% | 19,333 | $696K |
| Mariner, LLC | 0.00% | Add +0.7% | 19,122 | $688K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.5% | 16,238 | $597K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 16,294 | $586K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.9% | 14,757 | $531K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.3% | 14,164 | $510K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -5.4% | 14,142 | $509K |
| Benjamin Edwards Inc. | 0.01% | New | 13,178 | $474K |
| Stephens Inc. | 0.01% | Reduce -2.5% | 12,564 | $452K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +14.2% | 12,188 | $439K |
| D.A. Davidson & Co. | 0.00% | Add +0.1% | 10,817 | $389K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 10,784 | $388K |
| Redwood Wealth Management Group, LLC | 0.13% | No change | 8,829 | $318K |
| Abel Hall, LLC | 0.12% | No change | 8,000 | $288K |
| Cetera Investment Advisers | 0.00% | New | 7,086 | $255K |
| Creative Planning | 0.00% | New | 6,578 | $237K |
| Invesco Ltd. | 0.00% | Reduce -55.6% | 6,256 | $225K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -16.2% | 5,789 | $208K |
| Focus Partners Wealth | 0.00% | Reduce -3.6% | 5,765 | $207K |
| Comerica Bank | 0.00% | No change | 5,033 | $181K |
| Allworth Financial LP | 0.00% | Add +0.1% | 4,496 | $162K |
| Centaurus Financial, Inc. | 0.00% | New | 2,830 | $102K |
| Private Trust Co. NA | 0.01% | No change | 2,000 | $72K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.9% | 1,817 | $65K |
| MAI Capital Management | 0.00% | No change | 1,740 | $63K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,616 | $58K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,076 | $39K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,000 | $36K |
| Toth Financial Advisory Corp. | 0.00% | Add +11.5% | 870 | $31K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $22K |
| Cwm, LLC | 0.00% | Reduce -16.9% | 576 | $21K |
| Smartleaf Asset Management LLC | 0.00% | New | 503 | $18K |
| Hantz Financial Services, Inc. | 0.00% | No change | 500 | $18K |
| Russell Investments Group, Ltd. | 0.00% | New | 340 | $12K |
| Mountain Hill Investment Partners Corp. | 0.01% | New | 300 | $11K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 300 | $11K |
| Spire Wealth Management | 0.00% | No change | 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 | 0.00% | No change | 200 | $7K |
| Global Wealth Strategies & Associates | 0.00% | New | 180 | $6K |
| Global Retirement Partners, LLC | 0.00% | No change | 171 | $6K |
| Geneos Wealth Management Inc. | 0.00% | No change | 165 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -56.5% | 154 | $6K |
| Tidemark, LLC | 0.00% | No change | 125 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 125 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 100 | $4K |
| Advisory Services Network, LLC | 0.00% | New | 97 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 50 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -97.2% | 28 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 22 | $792 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 5 | $180 |
"% of holder's portfolio" is BTO's weight in each manager's 13F, not the share of John Hancock Financial Opp the manager owns.