John Hancock PreferHPI
13F holders, Q2 2025 (June 30)64holders
7new positions
8sold out
$15.99avg. 13F price*
At the end of Q2 2025, 64 institutions reported holding John Hancock Prefer Inc. (HPI) in their 13F filings, unchanged from Q1 2025. 7 opened new positions and 8 sold out. The largest holders were UBS Group AG ($9.5M), Royal Bank of Canada ($9.0M) and Commonwealth Equity Services, LLC ($4.3M).
- Company
- John Hancock Prefer Inc.
- Filed as
- HANCOCK JOHN PFD INCOME FD (Q2 2025)
- CUSIP
- 41013W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.2M |
| Exits | 8 | $3.5M |
All 13F filers, Q1 2025 → Q2 2025: 218,176 shares bought and 377,872 shares sold, net −159,696 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| UBS Group AG | 0.00% | Reduce -2.8% | 597,160 | $9.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.2% | 560,843 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.0% | 267,685 | $4.3M |
| Morgan Stanley | 0.00% | Reduce -13.0% | 242,878 | $3.9M |
| Invesco Ltd. | 0.00% | Add +4.1% | 195,985 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -1.2% | 181,001 | $2.9M |
| Guggenheim Capital LLC | 0.02% | Reduce -30.3% | 179,389 | $2.9M |
| Cohen & Steers, Inc. | 0.00% | Add +45.8% | 127,264 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +3.8% | 118,100 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.9% | 107,078 | $1.7M |
| Advisory Resource Group | 0.32% | Reduce -1.6% | 104,417 | $1.7M |
| Bank of America Corp. | 0.00% | Add +4.8% | 103,539 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +37.8% | 96,866 | $1.5M |
| Fiera Capital Corp | 0.00% | Reduce -1.0% | 76,128 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +3.6% | 44,486 | $711K |
| Mariner, LLC | 0.00% | Add +199.3% | 40,829 | $653K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 37,061 | $593K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.1% | 31,341 | $501K |
| SAM Advisors, LLC | 0.16% | Add +9.2% | 29,152 | $466K |
| Wells Fargo & Company | 0.00% | Add +40.2% | 29,023 | $464K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.8% | 26,335 | $421K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 25,565 | $415K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 25,847 | $413K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.9% | 25,800 | $413K |
| Cetera Investment Advisers | 0.00% | Reduce -23.8% | 25,258 | $404K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 21,000 | $336K |
| Balyasny Asset Management L.P. | 0.00% | New | 20,866 | $334K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.2% | 20,109 | $322K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Reduce -26.5% | 19,255 | $307K |
| Mallini Complete Financial Planning LLC | 0.39% | Add +3.6% | 16,980 | $272K |
| Norris Financial Group, LLC | 0.11% | Reduce -3.0% | 16,100 | $257K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 14,789 | $236K |
| Everstar Asset Management, LLC | 0.14% | Reduce -10.5% | 14,520 | $232K |
| KPP Advisory Services LLC | 0.04% | New | 13,460 | $215K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -24.5% | 12,730 | $204K |
| Merit Financial Group, LLC | 0.00% | Add +0.0% | 11,222 | $179K |
| Sowell Financial Services LLC | 0.01% | No change | 10,900 | $174K |
| Wolverine Asset Management LLC | 0.01% | New | 10,742 | $172K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +1.3% | 7,720 | $123K |
| Elequin Capital, LP | 0.03% | Add +1682.6% | 5,437 | $87K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 5,175 | $83K |
| Fifth Third Bancorp | 0.00% | New | 4,308 | $69K |
| Allworth Financial LP | 0.00% | Add +181.9% | 4,237 | $68K |
| Global Retirement Partners, LLC | 0.00% | — | 4,049 | $65K |
| Smallwood Wealth Investment Management, LLC | 0.03% | Add +2.0% | 3,276 | $52K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,680 | $43K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,150 | $34K |
| City Holding Co. | 0.00% | No change | 2,000 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,821 | $29K |
| Optimum Investment Advisors | 0.01% | No change | 1,560 | $25K |
| Consultiva Wealth Management, Corp. | 0.07% | No change | 1,500 | $24K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,355 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $16K |
| Kentucky Trust Co | 0.01% | No change | 867 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 825 | $13K |
| 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 |
| Ameriflex Group, Inc. | 0.00% | Reduce -82.0% | 451 | $7K |
| Piscataqua Savings Bank | 0.01% | No change | 400 | $6K |
| Jones Financial Companies LLLP | 0.00% | Add +95.0% | 390 | $6K |
| Country Trust Bank | 0.00% | New | 350 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 164 | $3K |
"% of holder's portfolio" is HPI's weight in each manager's 13F, not the share of John Hancock Prefer Inc. the manager owns.