John Hancock PreferHPI
13F holders, Q1 2025 (March 31)64holders +2
10new positions
4sold out
$16.59avg. 13F price*
At the end of Q1 2025, 64 institutions reported holding John Hancock Prefer Inc. (HPI) in their 13F filings, up 2 from Q4 2024. 10 opened new positions and 4 sold out. The largest holders were UBS Group AG ($10.2M), Royal Bank of Canada ($9.4M) and Morgan Stanley ($4.6M).
- Company
- John Hancock Prefer Inc.
- Filed as
- HANCOCK JOHN PFD INCOME FD (Q1 2025)
- CUSIP
- 41013W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.8M |
| Exits | 4 | $125K |
All 13F filers, Q4 2024 → Q1 2025: 390,004 shares bought and 73,101 shares sold, net +316,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| UBS Group AG | 0.00% | Add +6.3% | 614,015 | $10.2M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 567,767 | $9.4M |
| Morgan Stanley | 0.00% | Add +19.9% | 279,235 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 259,954 | $4.3M |
| Guggenheim Capital LLC | 0.04% | Reduce -3.4% | 257,362 | $4.3M |
| Invesco Ltd. | 0.00% | Reduce -2.6% | 188,186 | $3.1M |
| LPL Financial LLC | 0.00% | Add +7.5% | 183,128 | $3.0M |
| TSP Capital Management Group, LLC | 0.70% | Reduce -1.0% | 128,860 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +6.0% | 113,795 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.0% | 108,071 | $1.8M |
| Advisory Resource Group | 0.36% | Add +0.0% | 106,058 | $1.8M |
| Bank of America Corp. | 0.00% | Add +62.5% | 98,788 | $1.6M |
| Cohen & Steers, Inc. | 0.00% | Add +153.7% | 87,264 | $1.4M |
| Fiera Capital Corp | 0.00% | No change | 76,904 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 70,295 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +7.6% | 42,937 | $712K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.6% | 37,538 | $623K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -27.3% | 33,213 | $551K |
| Cetera Investment Advisers | 0.00% | Add +2.4% | 33,147 | $550K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 29,535 | $490K |
| Selway Asset Management | 0.19% | Add +52.5% | 27,425 | $455K |
| SAM Advisors, LLC | 0.17% | Add +6.2% | 26,696 | $443K |
| Janney Montgomery Scott LLC | 0.00% | New | 26,300 | $436K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Reduce -1.3% | 26,185 | $434K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 26,135 | $434K |
| HighTower Advisors, LLC | 0.00% | Reduce -39.5% | 25,862 | $429K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 21,000 | $348K |
| Wells Fargo & Company | 0.00% | Reduce -15.3% | 20,697 | $343K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.1% | 20,555 | $341K |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.6% | 17,024 | $282K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.3% | 16,852 | $280K |
| Norris Financial Group, LLC | 0.13% | New | 16,600 | $275K |
| Mallini Complete Financial Planning LLC | 0.28% | Reduce -9.5% | 16,382 | $272K |
| Everstar Asset Management, LLC | 0.18% | Reduce -21.0% | 16,220 | $269K |
| Private Advisor Group, LLC | 0.00% | Reduce -11.7% | 14,762 | $245K |
| Mariner, LLC | 0.00% | New | 13,643 | $226K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -23.3% | 13,600 | $226K |
| Wedbush Securities Inc. | 0.01% | No change | 11,883 | $197K |
| Merit Financial Group, LLC | 0.00% | Add +6.7% | 11,218 | $186K |
| Sowell Financial Services LLC | 0.01% | New | 10,900 | $181K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 7,620 | $126K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 5,175 | $86K |
| Smallwood Wealth Investment Management, LLC | 0.03% | New | 3,211 | $53K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,113 | $52K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,680 | $44K |
| Ameriflex Group, Inc. | 0.02% | Reduce -6.4% | 2,505 | $42K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,150 | $36K |
| City Holding Co. | 0.00% | No change | 2,000 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,821 | $30K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,800 | $30K |
| Optimum Investment Advisors | 0.01% | No change | 1,560 | $26K |
| Consultiva Wealth Management, Corp. | 0.09% | New | 1,500 | $25K |
| Allworth Financial LP | 0.00% | Add +1.4% | 1,503 | $24K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $17K |
| Kentucky Trust Co | 0.01% | No change | 867 | $14K |
| Private Trust Co. NA | 0.00% | No change | 553 | $9K |
| MAI Capital Management | 0.00% | No change | 550 | $9K |
| Clearstead Advisors, LLC | 0.00% | No change | 549 | $9K |
| ORG Partners LLC | 0.00% | No change | 500 | $8K |
| Piscataqua Savings Bank | 0.01% | No change | 400 | $7K |
| Elequin Capital, LP | 0.00% | Reduce -41.9% | 305 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 200 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 164 | $3K |
| Peoples Bank | 0.00% | Reduce -50.0% | 100 | $2K |
"% of holder's portfolio" is HPI's weight in each manager's 13F, not the share of John Hancock Prefer Inc. the manager owns.