John Hancock PreferHPI
13F holders, Q4 2025 (December 31)66holders +3
9new positions
6sold out
1famous investor
$16.19avg. 13F price*
At the end of Q4 2025, 66 institutions reported holding John Hancock Prefer Inc. (HPI) in their 13F filings, up 3 from Q3 2025. 9 opened new positions and 6 sold out. The largest holders were UBS Group AG ($10.3M), Morgan Stanley ($7.8M) and Commonwealth Equity Services, LLC ($4.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- John Hancock Prefer Inc.
- Filed as
- HANCOCK JOHN PFD INCOME FD (Q4 2025)
- CUSIP
- 41013W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $645K |
| Exits | 6 | $3.3M |
All 13F filers, Q3 2025 → Q4 2025: 202,725 shares bought and 284,820 shares sold, net −82,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| UBS Group AG | 0.00% | Add +1.8% | 638,679 | $10.3M |
| Morgan Stanley | 0.00% | Add +8.4% | 478,880 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.4% | 267,872 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 251,358 | $4.1M |
| Guggenheim Capital LLC | 0.03% | Add +35.5% | 211,737 | $3.4M |
| LPL Financial LLC | 0.00% | Add +0.4% | 188,028 | $3.0M |
| Invesco Ltd. | 0.00% | Reduce -17.8% | 183,259 | $3.0M |
| Cohen & Steers, Inc. | 0.00% | Reduce -3.2% | 140,564 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +13.8% | 136,169 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 121,036 | $2.0M |
| Bank of America Corp. | 0.00% | Add +5.0% | 105,242 | $1.7M |
| Fiera Capital Corp | 0.01% | Add +18.3% | 103,315 | $1.7M |
| Advisory Resource Group | 0.29% | Reduce -0.6% | 103,195 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.8% | 85,928 | $1.4M |
| Mariner, LLC | 0.00% | Add +6.8% | 56,132 | $909K |
| Osaic Holdings, Inc. | 0.00% | Add +2.5% | 45,877 | $743K |
| Cetera Investment Advisers | 0.00% | Add +16.2% | 44,812 | $726K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 37,877 | $613K |
| SAM Advisors, LLC | 0.16% | Reduce -3.0% | 32,032 | $519K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.4% | 29,371 | $476K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.9% | 29,121 | $471K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +6.6% | 27,565 | $446K |
| Wells Fargo & Company | 0.00% | Reduce -15.9% | 27,049 | $438K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +34.5% | 25,712 | $418K |
| KPP Advisory Services LLC | 0.06% | No change | 23,460 | $380K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.7% | 22,434 | $363K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 21,000 | $340K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.8% | 20,060 | $325K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Reduce -3.5% | 18,345 | $297K |
| Mallini Complete Financial Planning LLC | 0.25% | Reduce -1.5% | 17,407 | $282K |
| Private Advisor Group, LLC | 0.00% | Add +6.4% | 16,425 | $266K |
| Norris Financial Group, LLC | 0.09% | No change | 16,100 | $261K |
| Citadel Advisors | 0.00% | New | 14,576 | $236K |
| Everstar Asset Management, LLC | 0.12% | Reduce -6.9% | 13,520 | $219K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 13,248 | $214K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.6% | 12,902 | $209K |
| Merit Financial Group, LLC | 0.00% | Add +4.5% | 11,848 | $192K |
| Stifel Financial Corp. | 0.00% | New | 10,927 | $177K |
| Sowell Financial Services LLC | 0.01% | No change | 10,900 | $176K |
| Susquehanna International Group, LLP | 0.00% | New | 10,035 | $162K |
| Birchwood Financial Partners, Inc. | 0.07% | — | 4,494 | $73K |
| Allworth Financial LP | 0.00% | Reduce -31.6% | 4,283 | $69K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.9% | 3,768 | $61K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -29.0% | 3,675 | $59K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,680 | $43K |
| Arax Advisory Partners | 0.00% | New | 2,265 | $37K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,150 | $35K |
| Smallwood Wealth Investment Management, LLC | 0.02% | Reduce -32.5% | 2,039 | $33K |
| City Holding Co. | 0.00% | No change | 2,000 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,821 | $29K |
| Nemes Rush Group LLC | 0.00% | New | 1,033 | $17K |
| Parallel Advisors, LLC | 0.00% | No change | 1,000 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 825 | $13K |
| Private Trust Co. NA | 0.00% | No change | 553 | $9K |
| Clearstead Advisors, LLC | 0.00% | No change | 549 | $9K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $8K |
| ORG Partners LLC | 0.00% | No change | 500 | $8K |
| Piscataqua Savings Bank | 0.00% | No change | 400 | $6K |
| Country Trust Bank | 0.00% | No change | 350 | $6K |
| Assetmark, Inc. | 0.00% | No change | 315 | $5K |
| Asset Dedication, LLC | 0.00% | New | 300 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 300 | $5K |
| Motiv8 Investments LLC | 0.00% | New | 250 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -85.5% | 200 | $3K |
| Webster Bank, N. A. | 0.00% | No change | 164 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 146 | $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.