John Hancock Prefer Inc. IIHPF
13F holders, Q1 2025 (March 31)43holders −3
5new positions
8sold out
$16.62avg. 13F price*
At the end of Q1 2025, 43 institutions reported holding John Hancock Prefer Inc. II (HPF) in their 13F filings, down 3 from Q4 2024. 5 opened new positions and 8 sold out. The largest holders were Axim Planning & Wealth ($5.5M), UBS Group AG ($5.5M) and Invesco Ltd. ($2.5M).
- Company
- John Hancock Prefer Inc. II
- Filed as
- HANCOCK JOHN PFD INCOME FD I (Q1 2025)
- CUSIP
- 41013X106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.8M |
| Exits | 8 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 319,006 shares bought and 169,624 shares sold, net +149,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Axim Planning & Wealth | 4.91% | Reduce -19.0% | 333,318 | $5.5M |
| UBS Group AG | 0.00% | Add +13.7% | 330,076 | $5.5M |
| Invesco Ltd. | 0.00% | Reduce -2.2% | 151,740 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +9.7% | 143,689 | $2.4M |
| Morgan Stanley | 0.00% | Add +2.1% | 130,767 | $2.2M |
| Cohen & Steers, Inc. | 0.00% | Add +215.2% | 109,424 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 104,811 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +18.7% | 83,363 | $1.4M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -6.5% | 68,020 | $1.1M |
| Everstar Asset Management, LLC | 0.65% | Reduce -4.8% | 59,460 | $988K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 58,999 | $981K |
| LPL Financial LLC | 0.00% | Add +23.9% | 54,133 | $900K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +16.7% | 50,536 | $840K |
| Wells Fargo & Company | 0.00% | Add +62.5% | 48,032 | $798K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.3% | 42,215 | $702K |
| Cetera Investment Advisers | 0.00% | Add +18.8% | 37,202 | $618K |
| Bank of America Corp. | 0.00% | Add +62.1% | 32,486 | $540K |
| Royal Bank of Canada | 0.00% | Add +31.3% | 31,237 | $519K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.4% | 20,487 | $340K |
| Vanguard Capital Wealth Advisors | 0.41% | Add +5.3% | 20,000 | $332K |
| Raymond James Financial Inc. | 0.00% | Add +13.4% | 19,463 | $323K |
| NewEdge Advisors, LLC | 0.00% | Add +0.5% | 19,408 | $323K |
| Wedbush Securities Inc. | 0.01% | Reduce -15.1% | 18,511 | $308K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.2% | 16,807 | $279K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -21.2% | 14,098 | $234K |
| MSH Capital Advisors LLC | 0.06% | No change | 12,358 | $205K |
| Live Oak Private Wealth LLC | 0.03% | No change | 10,891 | $181K |
| Spire Wealth Management | 0.01% | Add +1.7% | 9,726 | $162K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 4,240 | $70K |
| PNC Financial Services Group, Inc. | 0.00% | New | 3,307 | $55K |
| Webster Bank, N. A. | 0.01% | No change | 2,879 | $48K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,875 | $31K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,863 | $31K |
| Hollencrest Capital Management | 0.00% | No change | 1,794 | $30K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 1,678 | $28K |
| HHM Wealth Advisors, LLC | 0.00% | Add +2.2% | 1,569 | $26K |
| Consultiva Wealth Management, Corp. | 0.06% | New | 1,000 | $17K |
| FMR LLC | 0.00% | New | 915 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 500 | $8K |
| Alpine Bank Wealth Management | 0.00% | — | 432 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 200 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 200 | $3K |
| Huntington National Bank | 0.00% | No change | 1 | $17 |
"% of holder's portfolio" is HPF's weight in each manager's 13F, not the share of John Hancock Prefer Inc. II the manager owns.