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John Hancock Financial Opportunities Fund (BTO) Institutional Ownership

John Hancock Financial Opportunities Fund logo
$37.22 +0.37 (+0.99%)
As of 03:08 PM Eastern
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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)
39
Total
Institutional Inflows
(last 12 months)
$14.78M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$23.03M
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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
5/1/2026 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%
4/27/2026 World 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%
3/13/2026 World 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%
2/16/2026Mariner LLC27,765$974K0.0%+45.2%0.140%
2/16/2026Landscape 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%
2/13/2026Stifel 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%
2/12/2026Steward 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%
2/11/2026FCA Corp TX86,920$3.05M0.9%-7.0%0.439%
2/11/2026LPL 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%
2/6/2026HighTower Advisors LLC26,169$918K0.0%+60.6%0.132%
2/5/2026 Stephens Inc. AR14,105$495K0.0%+12.3%0.071%
2/5/2026AlphaCore Capital LLC13,792$484K0.0%-37.4%0.070%
2/4/2026 World Investment Advisors27,590$957K0.0%-2.7%0.139%
2/3/2026 International Assets Investment Management LLC1,625$57K0.0%N/A0.008%
2/2/2026Wolverine Asset Management LLC76,148$2.67M0.0%N/A0.384%
2/2/2026 Oppenheimer & Co. Inc.28,394$996K0.0%-4.5%0.143%
1/29/2026D.A. Davidson & CO.9,006$316K0.0%-16.7%0.045%
1/26/2026Shaker 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%
12/23/2025Triumph Capital Management19,333$696K0.2%-27.4%0.098%
11/20/2025Centaurus Financial Inc.2,830$102K0.0%N/A0.014%
11/17/2025Triumph 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%
11/14/2025Creative 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%
11/12/2025AlphaCore 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%
11/7/2025Cornerstone 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%
11/4/2025Atlantic Union Bankshares Corp1,000$36K0.0%N/A0.005%
10/30/2025Avidian 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%
10/23/2025Benjamin Edwards Inc.13,178$474K0.0%N/A0.067%
10/15/2025 World 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%
8/12/2025Steward Partners Investment Advisory LLC35,695$1.26M0.0%+1.6%0.181%
8/12/2025AlphaCore Capital LLC22,487$796K0.0%+49.9%0.114%
8/8/2025Cornerstone Advisors LLC96,558$3.42M0.1%-37.7%0.489%
8/8/2025PNC 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%
8/7/2025Allworth Financial LP4,493$159K0.0%+32.5%0.023%
8/4/2025 World Investment Advisors31,856$1.13M0.0%-1.5%0.161%
8/1/2025Envestnet Asset Management Inc.5,733$203K0.0%N/A0.029%
7/30/2025D.A. Davidson & CO.10,803$383K0.0%-4.3%0.055%
7/30/2025Avidian 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%
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%
4/23/2025Oppenheimer & Co. Inc.28,528$973K0.0%+24.8%0.145%
4/21/2025L.M. Kohn & Company12,857$439K0.1%+4.5%0.065%
4/17/2025Janney Montgomery Scott LLC216,557$7.39M0.0%+7.7%1.097%
3/19/2025Chancellor Financial Group WB LP33,629$1.20M1.0%N/A0.170%


BTO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BTO shares?

During the previous two years, 67 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), Raymond James Financial Services Advisors Inc. ($10.74M), Royal Bank of Canada ($9.10M), Janney Montgomery Scott LLC ($6.93M), Raymond James Financial Inc. ($6.91M), LPL Financial LLC ($4.55M), and Raymond James & Associates ($3.86M).Learn more on John Hancock Financial Opportunities Fund's institutional investors.

What percentage of John Hancock Financial Opportunities Fund's stock is owned by 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.

Which institutional investors have been buying John Hancock Financial Opportunities Fund's stock?

Of the 55 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 ($236.37K), Wolverine Asset Management LLC ($107.47K), LPL Financial LLC ($98.92K), Readystate Asset Management LP ($70.73K), International Assets Investment Management LLC ($62.14K), and Shaker Financial Services LLC ($49.02K).

How much institutional buying is happening at John Hancock Financial Opportunities Fund?

Institutional investors have bought a total of 420,561 shares in the last 24 months. This purchase volume represents approximately $14.78M in transactions.

Which of John Hancock Financial Opportunities Fund's major shareholders have been selling company stock?

Of the 21 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 ($180.02K), Janney Montgomery Scott LLC ($14.95K), Triumph Capital Management ($14.61K), LPL Financial LLC ($10.71K), World Investment Advisors ($9.24K), and FCA Corp TX ($8.79K).

How much institutional selling is happening at John Hancock Financial Opportunities Fund?

Institutional investors have sold a total of 648,160 shares in the last 24 months. This volume of shares sold represents approximately $23.03M in transactions.


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This page (NYSE:BTO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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