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John Hancock Financial Opportunities Fund (BTO) Institutional Ownership

John Hancock Financial Opportunities Fund logo
$41.35 +0.01 (+0.02%)
Closing price 08/14/2026 03:58 PM Eastern
Extended Trading
$41.33 -0.02 (-0.05%)
As of 08/14/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for John Hancock Financial Opportunities Fund (NYSE:BTO)

Current
Institutional Ownership
Percentage
19.55%
Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$11.30M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$17.13M
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BTO Institutional Buying and Selling by Quarter

John Hancock Financial Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE45,151$1.62M0.0%+3.0%0.228%
5/18/2026Royal Bank of Canada267,804$9.61M0.0%+3.3%1.351%
5/14/2026 FCA Corp TX88,984$3.19M0.9%+2.4%0.449%
5/13/2026 Cetera Investment Advisers8,415$302K0.0%+18.5%0.042%
5/1/2026 Fifth Third Bancorp5,739$206K0.0%N/A0.029%
4/30/2026 Kestra Advisory Services LLC15,090$541K0.0%+4.4%0.076%
4/28/2026 Stephens Inc. AR9,549$343K0.0%-32.3%0.048%
4/27/2026World Investment Advisors23,855$856K0.0%-13.5%0.120%
4/27/2026 Private Advisor Group LLC23,961$859K0.0%+3.4%0.121%
4/24/2026 Redwood Wealth Management Group LLC9,229$331K0.1%+4.5%0.047%
4/22/2026 Janney Montgomery Scott LLC193,135$6.93M0.0%-1.8%0.975%
3/13/2026World Investment Advisors27,590$968K0.0%-2.7%0.139%
2/18/2026XTX Topco Ltd7,766$272K0.0%N/A0.039%
2/18/2026Readystate Asset Management LP70,727$2.48M0.1%N/A0.357%
2/17/2026Royal Bank of Canada259,361$9.10M0.0%+0.2%1.309%
2/16/2026 Mariner LLC27,765$974K0.0%+45.2%0.140%
2/16/2026 Landscape Capital Management L.L.C.11,160$391K0.0%N/A0.056%
2/13/2026 Kestra Advisory Services LLC14,451$507K0.0%-2.1%0.073%
2/13/2026 Stifel Financial Corp86,733$3.04M0.0%+0.3%0.438%
2/13/2026Wells Fargo & Company MN667,192$23.41M0.0%+3.7%3.366%
2/12/2026 Commonwealth Equity Services LLC13,802$484K0.0%-2.6%0.070%
2/12/2026 Steward Partners Investment Advisory LLC49,209$1.73M0.0%+15.7%0.248%
2/11/2026 Janney Montgomery Scott LLC196,609$6.90M0.0%-1.0%0.992%
2/11/2026 FCA Corp TX86,920$3.05M0.9%-7.0%0.439%
2/11/2026 LPL Financial LLC129,785$4.55M0.0%-7.6%0.655%
2/10/2026Peapack Gladstone Financial Corp13,848$486K0.0%-2.1%0.070%
2/9/2026North Star Asset Management Inc.68,080$2.39M0.1%-1.4%0.343%
2/6/2026 HighTower Advisors LLC26,169$918K0.0%+60.6%0.132%
2/5/2026 Stephens Inc. AR14,105$495K0.0%+12.3%0.071%
2/5/2026 AlphaCore Capital LLC13,792$484K0.0%-37.4%0.070%
2/4/2026World Investment Advisors27,590$957K0.0%-2.7%0.139%
2/3/2026 International Assets Investment Management LLC1,625$57K0.0%N/A0.008%
2/2/2026 Wolverine Asset Management LLC76,148$2.67M0.0%N/A0.384%
2/2/2026 Oppenheimer & Co. Inc.28,394$996K0.0%-4.5%0.143%
1/29/2026 D.A. Davidson & CO.9,006$316K0.0%-16.7%0.045%
1/26/2026 Shaker Financial Services LLC10,576$371K0.1%N/A0.053%
1/23/2026 Farther Finance Advisors LLC1,225$43K0.0%N/A0.006%
1/23/2026 Gilliland Jeter Wealth Management LLC36,269$1.27M0.4%-1.4%0.183%
1/21/2026 Sowell Financial Services LLC7,319$257K0.0%N/A0.037%
12/23/2025 Triumph Capital Management19,333$696K0.2%-27.4%0.098%
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11/20/2025Centaurus Financial Inc.2,830$102K0.0%N/A0.014%
11/17/2025 Triumph Capital Management19,333$696K0.2%-27.4%0.098%
11/17/2025Bank of America Corp DE49,343$1.78M0.0%+19.3%0.250%
11/17/2025Ameriprise Financial Inc.25,140$905K0.0%+9.5%0.127%
11/14/2025 Creative Planning6,578$237K0.0%N/A0.033%
11/14/2025Raymond James Financial Inc.192,088$6.91M0.0%-65.6%0.973%
11/13/2025 Tennessee Valley Asset Management Partners20,681$744K0.1%N/A0.105%
11/13/2025 Private Advisor Group LLC21,336$768K0.0%+5.8%0.108%
11/12/2025 AlphaCore Capital LLC22,047$793K0.0%-2.0%0.112%
11/10/2025North Star Asset Management Inc.69,030$2.48M0.1%-4.5%0.350%
11/7/2025 Cornerstone Advisors LLC56,349$2.03M0.1%-41.6%0.285%
11/5/2025 J.W. Cole Advisors Inc.12,188$439K0.0%+14.2%0.062%
11/4/2025 Atlantic Union Bankshares Corp1,000$36K0.0%N/A0.005%
10/30/2025 Avidian Wealth Enterprises LLC5,789$208K0.0%-16.2%0.029%
10/30/2025 Samalin Investment Counsel LLC25,735$926K0.3%-5.7%0.130%
10/27/2025 Stephens Inc. AR12,564$452K0.0%-2.5%0.064%
10/23/2025 Benjamin Edwards Inc.13,178$474K0.0%N/A0.067%
10/15/2025World Investment Advisors28,359$1.02M0.0%-11.0%0.144%
9/4/2025Osaic Holdings Inc.17,188$609K0.0%+39.2%0.087%
8/15/2025Bank of America Corp DE41,345$1.46M0.0%+24.9%0.209%
8/15/2025Ameriprise Financial Inc.22,951$813K0.0%+2.5%0.116%
8/14/2025Raymond James Financial Inc.558,810$19.79M0.0%+5.3%2.831%
8/13/2025Invesco Ltd.14,076$499K0.0%-26.6%0.071%
8/12/2025 J.W. Cole Advisors Inc.10,674$378K0.0%+4.8%0.054%
8/12/2025North Star Asset Management Inc.72,293$2.56M0.1%-1.0%0.366%
8/12/2025 Steward Partners Investment Advisory LLC35,695$1.26M0.0%+1.6%0.181%
8/12/2025 AlphaCore Capital LLC22,487$796K0.0%+49.9%0.114%
8/8/2025 Cornerstone Advisors LLC96,558$3.42M0.1%-37.7%0.489%
8/8/2025 PNC Financial Services Group Inc.2,017$71K0.0%-30.9%0.010%
8/7/2025 Samalin Investment Counsel LLC27,288$967K0.4%+3.9%0.138%
8/7/2025 Allworth Financial LP4,493$159K0.0%+32.5%0.023%
8/4/2025World Investment Advisors31,856$1.13M0.0%-1.5%0.161%
8/1/2025 Envestnet Asset Management Inc.5,733$203K0.0%N/A0.029%
7/30/2025 D.A. Davidson & CO.10,803$383K0.0%-4.3%0.055%
7/30/2025 Avidian Wealth Enterprises LLC6,909$245K0.0%-24.4%0.035%
7/29/2025 Stephens Inc. AR12,889$457K0.0%+3.2%0.065%
7/24/2025 Blue Trust Inc.1,000$35K0.0%N/A0.005%
7/24/2025 Thompson Investment Management Inc.1,616$57K0.0%+149.0%0.008%
7/24/2025 Gilliland Jeter Wealth Management LLC36,882$1.31M0.4%+2.1%0.187%
7/17/2025 Janney Montgomery Scott LLC207,114$7.34M0.0%-4.4%1.049%
7/15/2025 Fifth Third Bancorp1,000$35K0.0%N/A0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC5,479$201K0.0%N/A0.028%
5/15/2025Royal Bank of Canada249,634$8.52M0.0%-2.4%1.264%
5/14/2025Samalin Investment Counsel LLC26,253$895K0.4%+7.2%0.133%
5/13/2025Raymond James Financial Inc.530,579$18.10M0.0%+1.0%2.688%
5/13/2025FCA Corp TX92,394$3.15M1.0%-2.4%0.468%
5/12/2025Invesco Ltd.19,174$654K0.0%-2.3%0.097%
5/12/2025AlphaCore Capital LLC15,002$512K0.0%N/A0.076%
5/9/2025Cornerstone Advisors LLC154,898$5.28M0.2%-34.5%0.785%
5/9/2025PNC Financial Services Group Inc.2,917$99K0.0%-27.4%0.015%
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5/8/2025North Star Asset Management Inc.73,043$2.49M0.1%-1.0%0.370%
5/7/2025LPL Financial LLC210,292$7.17M0.0%+13.2%1.065%
5/6/2025Triumph Capital Management26,505$904K0.3%+14.9%0.134%
5/5/2025Chancellor Financial Group WB LP30,520$1.04M0.9%-9.2%0.155%
5/5/2025Private Advisor Group LLC19,521$666K0.0%+26.4%0.099%
5/1/2025Stephens Inc. AR12,489$426K0.0%-3.8%0.063%
4/30/2025Gilliland Jeter Wealth Management LLC36,121$1.23M0.4%+5.4%0.183%
4/29/2025World Investment Advisors32,327$1.10M0.0%-5.0%0.164%
4/28/2025Private Trust Co. NA2,000$68K0.0%+33.3%0.010%
4/24/2025Jaffetilchin Investment Partners LLC23,882$815K0.1%N/A0.121%


BTO Institutional Ownership - Frequently Asked Questions

During the previous two years, 63 institutional investors and hedge funds held shares of John Hancock Financial Opportunities Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($23.41M), Royal Bank of Canada ($9.61M), Janney Montgomery Scott LLC ($6.93M), Raymond James Financial Inc. ($6.91M), LPL Financial LLC ($4.55M), Raymond James & Associates ($3.86M), and FCA Corp TX ($3.19M).Learn more on John Hancock Financial Opportunities Fund's institutional investors.

19.55% of John Hancock Financial Opportunities Fund's stock is owned by institutional investors. Learn more on BTO's institutional investor holdings.

Of the 53 institutional investors that purchased John Hancock Financial Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.08M), Cornerstone Advisors LLC ($139.00K), LPL Financial LLC ($98.92K), Wolverine Asset Management LLC ($76.15K), Readystate Asset Management LP ($70.73K), International Assets Investment Management LLC ($60.32K), and Tennessee Valley Asset Management Partners ($41.33K).

Institutional investors have bought a total of 320,560 shares in the last 24 months. This purchase volume represents approximately $11.30M in transactions.

Of the 18 institutional investors that sold John Hancock Financial Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Inc. ($366.72K), Cornerstone Advisors LLC ($40.21K), Triumph Capital Management ($14.61K), LPL Financial LLC ($10.71K), World Investment Advisors ($8.77K), AlphaCore Capital LLC ($8.70K), and FCA Corp TX ($6.56K).

Institutional investors have sold a total of 478,191 shares in the last 24 months. This volume of shares sold represents approximately $17.13M in transactions.


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Institutional ownership data for NYSE:BTO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/19/2026. New 13F filings are added each quarter as they're published.
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