John Hancock PreferHPI
13F holders, Q3 2025 (September 30)63holders −1
8new positions
9sold out
$17.34avg. 13F price*
At the end of Q3 2025, 63 institutions reported holding John Hancock Prefer Inc. (HPI) in their 13F filings, down 1 from Q2 2025. 8 opened new positions and 9 sold out. The largest holders were UBS Group AG ($10.9M), Morgan Stanley ($7.7M) and Commonwealth Equity Services, LLC ($4.8M).
- Company
- John Hancock Prefer Inc.
- Filed as
- HANCOCK JOHN PFD INCOME FD (Q3 2025)
- CUSIP
- 41013W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.3M |
| Exits | 9 | $721K |
All 13F filers, Q2 2025 → Q3 2025: 580,086 shares bought and 395,938 shares sold, net +184,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| UBS Group AG | 0.00% | Add +5.1% | 627,467 | $10.9M |
| Morgan Stanley | 0.00% | Add +81.9% | 441,870 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.6% | 277,343 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -54.7% | 254,161 | $4.4M |
| Invesco Ltd. | 0.00% | Add +13.8% | 222,924 | $3.9M |
| LPL Financial LLC | 0.00% | Add +3.5% | 187,246 | $3.2M |
| Guggenheim Capital LLC | 0.02% | Reduce -12.9% | 156,228 | $2.7M |
| Cohen & Steers, Inc. | 0.00% | Add +14.1% | 145,264 | $2.5M |
| TSP Capital Management Group, LLC | 0.61% | New | 131,360 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +3.0% | 121,657 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +23.5% | 119,660 | $2.1M |
| Advisory Resource Group | 0.32% | Reduce -0.5% | 103,858 | $1.8M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 100,188 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.0% | 97,412 | $1.7M |
| Fiera Capital Corp | 0.00% | Add +14.7% | 87,336 | $1.5M |
| Mariner, LLC | 0.00% | Add +28.7% | 52,542 | $912K |
| Osaic Holdings, Inc. | 0.00% | Add +0.6% | 44,769 | $726K |
| Cetera Investment Advisers | 0.00% | Add +52.7% | 38,559 | $669K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.1% | 37,849 | $657K |
| HighTower Advisors, LLC | 0.00% | Add +35.9% | 35,116 | $609K |
| SAM Advisors, LLC | 0.18% | Add +13.3% | 33,017 | $573K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.2% | 32,339 | $561K |
| Wells Fargo & Company | 0.00% | Add +10.8% | 32,153 | $558K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.8% | 25,865 | $449K |
| Janney Montgomery Scott LLC | 0.00% | No change | 25,800 | $448K |
| KPP Advisory Services LLC | 0.06% | Add +74.3% | 23,460 | $407K |
| Sanctuary Advisors, LLC | 0.00% | New | 23,046 | $400K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 21,000 | $364K |
| NewEdge Advisors, LLC | 0.00% | Add +3.7% | 20,851 | $362K |
| Jane Street Group, LLC | 0.00% | New | 19,298 | $335K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -25.2% | 19,121 | $335K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Reduce -1.2% | 19,017 | $329K |
| Mallini Complete Financial Planning LLC | 0.27% | Add +4.1% | 17,669 | $307K |
| Norris Financial Group, LLC | 0.10% | No change | 16,100 | $279K |
| Private Advisor Group, LLC | 0.00% | Add +4.4% | 15,440 | $268K |
| Everstar Asset Management, LLC | 0.14% | No change | 14,520 | $252K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +71.6% | 13,248 | $230K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.8% | 12,828 | $223K |
| Arlington Capital Management, Inc. | 0.14% | New | 12,594 | $219K |
| Merit Financial Group, LLC | 0.00% | Add +1.0% | 11,339 | $197K |
| Sowell Financial Services LLC | 0.01% | No change | 10,900 | $189K |
| Allworth Financial LP | 0.00% | Add +47.8% | 6,260 | $109K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 5,175 | $90K |
| Global Retirement Partners, LLC | 0.00% | No change | 4,049 | $70K |
| Smallwood Wealth Investment Management, LLC | 0.03% | Reduce -7.8% | 3,020 | $52K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,680 | $46K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,150 | $38K |
| City Holding Co. | 0.00% | No change | 2,000 | $35K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,821 | $32K |
| Optimum Investment Advisors | 0.01% | No change | 1,560 | $27K |
| Harbour Investments, Inc. | 0.00% | New | 1,378 | $24K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 1,355 | $24K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $17K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 825 | $14K |
| Advisory Services Network, LLC | 0.00% | New | 700 | $12K |
| Private Trust Co. NA | 0.00% | No change | 553 | $10K |
| Clearstead Advisors, LLC | 0.00% | No change | 549 | $10K |
| Highline Wealth Partners LLC | 0.00% | New | 500 | $9K |
| ORG Partners LLC | 0.00% | No change | 500 | $9K |
| Piscataqua Savings Bank | 0.01% | No change | 400 | $7K |
| Country Trust Bank | 0.00% | No change | 350 | $6K |
| Assetmark, Inc. | 0.00% | New | 315 | $5K |
| 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.