John Hancock Prefer Inc. IIHPF
13F holders, Q2 2025 (June 30)51holders +8
11new positions
6sold out
$15.81avg. 13F price*
At the end of Q2 2025, 51 institutions reported holding John Hancock Prefer Inc. II (HPF) in their 13F filings, up 8 from Q1 2025. 11 opened new positions and 6 sold out. The largest holders were Axim Planning & Wealth ($5.1M), UBS Group AG ($5.0M) and Morgan Stanley ($2.6M).
- Company
- John Hancock Prefer Inc. II
- Filed as
- HANCOCK JOHN PFD INCOME FD I (Q2 2025)
- CUSIP
- 41013X106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.6M |
| Exits | 6 | $874K |
All 13F filers, Q1 2025 → Q2 2025: 228,464 shares bought and 106,943 shares sold, net +121,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Axim Planning & Wealth | 4.65% | Reduce -3.4% | 322,058 | $5.1M |
| UBS Group AG | 0.00% | Reduce -4.8% | 314,216 | $5.0M |
| Morgan Stanley | 0.00% | Add +24.0% | 162,166 | $2.6M |
| Invesco Ltd. | 0.00% | Add +5.0% | 159,319 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +6.2% | 152,535 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +26.4% | 132,495 | $2.1M |
| Cohen & Steers, Inc. | 0.00% | Add +13.7% | 124,424 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.9% | 72,574 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +37.1% | 65,835 | $1.0M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -3.9% | 65,362 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 61,170 | $967K |
| Everstar Asset Management, LLC | 0.57% | No change | 59,460 | $940K |
| LPL Financial LLC | 0.00% | Add +2.2% | 55,325 | $875K |
| Kestra Advisory Services, LLC | 0.00% | Add +13.6% | 47,936 | $758K |
| Guggenheim Capital LLC | 0.01% | New | 43,422 | $687K |
| Bank of America Corp. | 0.00% | Reduce -4.0% | 31,172 | $493K |
| Cetera Investment Advisers | 0.00% | Reduce -16.3% | 31,122 | $492K |
| Royal Bank of Canada | 0.00% | Reduce -11.7% | 27,576 | $436K |
| Raymond James Financial Inc. | 0.00% | Add +6.7% | 20,762 | $328K |
| Private Advisor Group, LLC | 0.00% | No change | 20,487 | $324K |
| NewEdge Advisors, LLC | 0.00% | Add +4.0% | 20,178 | $319K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +34.4% | 18,951 | $305K |
| Vanguard Capital Wealth Advisors | 0.30% | Reduce -4.0% | 19,200 | $304K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +12.7% | 18,947 | $301K |
| Balyasny Asset Management L.P. | 0.00% | New | 19,012 | $301K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.0% | 17,590 | $278K |
| MSH Capital Advisors LLC | 0.06% | No change | 12,358 | $195K |
| Susquehanna International Group, LLP | 0.00% | New | 11,357 | $180K |
| Live Oak Private Wealth LLC | 0.03% | No change | 10,891 | $172K |
| Spire Wealth Management | 0.01% | Add +1.9% | 9,906 | $157K |
| Wolverine Asset Management LLC | 0.01% | New | 7,085 | $112K |
| Ameritas Advisory Services, LLC | 0.01% | New | 6,588 | $104K |
| Elequin Capital, LP | 0.02% | New | 4,538 | $72K |
| Jones Financial Companies LLLP | 0.00% | New | 4,482 | $71K |
| Fifth Third Bancorp | 0.00% | New | 4,346 | $69K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 4,240 | $67K |
| Global Retirement Partners, LLC | 0.00% | — | 3,047 | $48K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.3% | 3,000 | $47K |
| Webster Bank, N. A. | 0.00% | No change | 2,879 | $46K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,875 | $30K |
| Hollencrest Capital Management | 0.00% | No change | 1,794 | $28K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,678 | $27K |
| HHM Wealth Advisors, LLC | 0.00% | Add +2.4% | 1,606 | $25K |
| Anchor Investment Management, LLC | 0.00% | Reduce -38.1% | 1,153 | $18K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 1,000 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 1,000 | $16K |
| Country Trust Bank | 0.00% | New | 550 | $9K |
| Larson Financial Group LLC | 0.00% | New | 250 | $4K |
| Sound Income Strategies, LLC | 0.00% | No change | 200 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 160 | $3K |
| Huntington National Bank | 0.00% | No change | 1 | $16 |
"% 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.