John Hancock Financial OppBTO
13F holders, Q4 2025 (December 31)85holders +9
12new positions
9sold out
$35.08avg. 13F price*
At the end of Q4 2025, 85 institutions reported holding John Hancock Financial Opp (BTO) in their 13F filings, up 9 from Q3 2025. 12 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($41.7M), Wells Fargo & Company ($23.4M) and Z3 Capital Partners, LLC ($14.2M).
- Company
- John Hancock Financial Opp
- Filed as
- HANCOCK JOHN FINL OPPTYS FD (Q4 2025)
- CUSIP
- 409735206
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $7.3M |
| Exits | 9 | $2.5M |
All 13F filers, Q3 2025 → Q4 2025: 272,324 shares bought and 154,008 shares sold, net +118,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Morgan Stanley | 0.00% | Reduce -2.4% | 1,189,553 | $41.7M |
| Wells Fargo & Company | 0.00% | Add +3.7% | 667,192 | $23.4M |
| Z3 Capital Partners, LLC | 3.40% | — | 403,588 | $14.2M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 259,361 | $9.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.0% | 196,609 | $6.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.2% | 176,313 | $6.2M |
| LPL Financial LLC | 0.00% | Reduce -7.6% | 129,785 | $4.6M |
| Fca Corp. | 0.86% | Reduce -7.0% | 86,920 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 86,733 | $3.0M |
| Wolverine Asset Management LLC | 0.16% | New | 76,148 | $2.7M |
| Readystate Asset Management LP | 0.19% | New | 70,727 | $2.5M |
| North Star Asset Management Inc. | 0.10% | Reduce -1.4% | 68,080 | $2.4M |
| Alessandra Capital Management, LLC | 1.85% | — | 59,282 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +15.8% | 49,209 | $1.7M |
| UBS Group AG | 0.00% | Add +2.0% | 47,666 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.8% | 44,185 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -11.2% | 43,840 | $1.5M |
| Gilliland Jeter Wealth Management LLC | 0.38% | Reduce -1.4% | 36,269 | $1.3M |
| Chancellor Financial Group WB LP | 0.74% | Add +0.4% | 30,988 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.5% | 28,394 | $996K |
| Mariner, LLC | 0.00% | Add +45.2% | 27,765 | $974K |
| World Investment Advisors | 0.02% | Reduce -2.7% | 27,590 | $968K |
| Advisory Advocates, LLC | 0.94% | — | 27,000 | $947K |
| HighTower Advisors, LLC | 0.00% | Add +60.6% | 26,169 | $918K |
| Samalin Investment Counsel, LLC | 0.32% | Add +0.9% | 25,963 | $911K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.4% | 24,540 | $861K |
| Private Advisor Group, LLC | 0.00% | Add +8.6% | 23,165 | $813K |
| Tennessee Valley Asset Management Partners | 0.09% | Add +0.1% | 20,694 | $726K |
| Triumph Capital Management | 0.15% | Add +0.2% | 19,372 | $680K |
| Osaic Holdings, Inc. | 0.00% | Add +1.4% | 16,462 | $578K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.1% | 14,451 | $507K |
| Stephens Inc. | 0.01% | Add +12.3% | 14,105 | $495K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -2.1% | 13,848 | $486K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 13,802 | $484K |
| AlphaCore Capital LLC | 0.01% | Reduce -37.4% | 13,792 | $484K |
| Benjamin Edwards Inc. | 0.01% | Add +1.6% | 13,391 | $470K |
| Logan Stone Capital, LLC | 0.11% | New | 12,670 | $444K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.0% | 12,310 | $432K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 11,160 | $391K |
| Institute for Wealth Management, LLC. | 0.04% | No change | 10,784 | $378K |
| Shaker Financial Services, LLC | 0.12% | New | 10,576 | $371K |
| Focus Partners Wealth | 0.00% | Add +73.5% | 10,002 | $351K |
| D.A. Davidson & Co. | 0.00% | Reduce -16.7% | 9,006 | $316K |
| Redwood Wealth Management Group, LLC | 0.13% | No change | 8,829 | $310K |
| Abel Hall, LLC | 0.07% | No change | 8,000 | $281K |
| XTX Topco Ltd | 0.01% | New | 7,766 | $272K |
| City of London Investment Management Co. Ltd. | 0.02% | New | 7,538 | $264K |
| Sowell Financial Services LLC | 0.01% | New | 7,319 | $257K |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 7,100 | $249K |
| Creative Planning | 0.00% | Add +0.3% | 6,599 | $231K |
| Comerica Bank | 0.00% | Add +4.0% | 5,233 | $184K |
| Allworth Financial LP | 0.00% | Add +0.0% | 4,498 | $158K |
| Centaurus Financial, Inc. | 0.00% | Add +1.3% | 2,868 | $101K |
| NewEdge Advisors, LLC | 0.00% | Add +92.9% | 2,076 | $73K |
| Private Trust Co. NA | 0.01% | No change | 2,000 | $70K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,817 | $64K |
| MAI Capital Management | 0.00% | No change | 1,740 | $61K |
| International Assets Investment Management, LLC | 0.00% | New | 1,625 | $57K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,616 | $57K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,225 | $43K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,000 | $35K |
| Toth Financial Advisory Corp. | 0.00% | Add +7.0% | 931 | $33K |
| Creative Financial Designs Inc. | 0.00% | No change | 600 | $21K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 585 | $21K |
| Cwm, LLC | 0.00% | Reduce -10.8% | 514 | $18K |
| Smartleaf Asset Management LLC | 0.00% | No change | 503 | $18K |
| McIlrath & Eck, LLC | 0.00% | New | 425 | $15K |
| Sfam, LLC | 0.01% | — | 300 | $11K |
| Mountain Hill Investment Partners Corp. | 0.01% | No change | 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% | No change | 180 | $6K |
| Global Retirement Partners, LLC | 0.00% | No change | 171 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 154 | $5K |
| Tidemark, LLC | 0.00% | No change | 125 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 125 | $4K |
| Monetary Solutions, Ltd | 0.00% | — | 100 | $4K |
| Wellington-Altus USA Inc. | 0.00% | — | 100 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 100 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 50 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -35.7% | 18 | $631 |
"% of holder's portfolio" is BTO's weight in each manager's 13F, not the share of John Hancock Financial Opp the manager owns.