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John Hancock Preferred Income Fund (HPI) Institutional Ownership

John Hancock Preferred Income Fund logo
$16.34 +0.06 (+0.34%)
Closing price 07/6/2026 03:58 PM Eastern
Extended Trading
$16.34 0.00 (-0.02%)
As of 04:00 AM 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.

Institutional Ownership Changes (13F Filings) for John Hancock Preferred Income Fund (NYSE:HPI)

Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$900.69M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$3.56M
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HPI Institutional Buying and Selling by Quarter

John Hancock Preferred Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC19,117$300K0.0%-4.7%0.000%
5/20/2026Norris Financial Group LLC20,600$323K0.1%N/A0.000%
5/19/2026NewEdge Advisors LLC17,323$272K0.0%-13.6%0.000%
5/19/2026Bank of America Corp DE77,966$1.22M0.0%-25.9%0.000%
5/18/2026Readystate Asset Management LP12,951$203K0.0%N/A0.000%
5/18/2026Royal Bank of Canada254,181$3.99M0.0%+1.1%0.000%
5/13/2026Cetera Investment Advisers46,039$722K0.0%+2.7%0.000%
4/30/2026Kestra Advisory Services LLC87,939$1.38M0.0%+2.3%0.000%
4/30/2026Quantum Portfolio Management LLC56,992,288$894.21M9.5%N/A0.000%
4/24/2026TSP Capital Management Group LLC201,710$3.17M0.8%+55.9%0.000%
4/17/2026Everstar Asset Management LLC11,620$182K0.1%-14.1%0.000%
2/19/2026Invesco Ltd.183,259$2.97M0.0%-17.8%0.000%
2/19/2026Birchwood Financial Partners Inc.4,494$73K0.1%N/A0.000%
2/18/2026NewEdge Advisors LLC20,060$325K0.0%-3.8%0.000%
2/17/2026Guggenheim Capital LLC211,737$3.43M0.0%+35.5%0.000%
2/17/2026Cetera Investment Advisers44,812$726K0.0%+16.2%0.000%
2/17/2026Osaic Holdings Inc.45,877$743K0.0%+2.5%0.000%
2/17/2026Royal Bank of Canada251,358$4.07M0.0%-1.1%0.000%
2/16/2026Mariner LLC56,132$909K0.0%+6.8%0.000%
2/16/2026Arax Advisory Partners2,265$37K0.0%N/A0.000%
2/13/2026Kestra Advisory Services LLC85,928$1.39M0.0%-11.8%0.000%
2/13/2026Stifel Financial Corp10,927$177K0.0%N/A0.000%
2/13/2026Wells Fargo & Company MN27,049$438K0.0%-15.9%0.000%
2/13/2026Cohen & Steers Inc.140,564$2.28M0.0%-3.2%0.000%
2/12/2026Commonwealth Equity Services LLC267,872$4.34M0.0%-3.4%0.000%
2/12/2026Advisory Resource Group103,195$1.67M0.3%-0.6%0.000%
2/12/2026SAM Advisors LLC32,032$519K0.2%-3.0%0.000%
2/11/2026LPL Financial LLC188,028$3.04M0.0%+0.4%0.000%
2/11/2026Fiera Capital Corp103,315$1.67M0.0%+18.3%0.000%
2/11/2026J.W. Cole Advisors Inc.136,169$2.21M0.0%+13.8%0.000%
2/6/2026HighTower Advisors LLC29,371$476K0.0%-16.4%0.000%
2/5/2026Everstar Asset Management LLC13,520$219K0.1%-6.9%0.000%
2/5/2026Allworth Financial LP4,283$69K0.0%-31.6%0.000%
1/29/2026UBS Group AG638,679$10.34M0.0%+1.8%0.000%
1/23/2026Smallwood Wealth Investment Management LLC2,039$33K0.0%-32.5%0.000%
1/21/2026TSP Capital Management Group LLC129,360$2.09M0.5%-1.5%0.000%
1/20/2026Stratos Wealth Partners LTD.27,565$446K0.0%+6.6%0.000%
1/8/2026Wealth Enhancement Advisory Services LLC25,712$418K0.0%+34.5%0.000%
1/7/2026Harbor Investment Advisory LLC3,675$59K0.0%-29.0%0.000%
12/2/2025Allworth Financial LP6,260$109K0.0%+47.7%0.000%
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11/17/2025NewEdge Advisors LLC20,851$362K0.0%+3.7%0.000%
11/17/2025Mariner LLC52,542$912K0.0%+28.7%0.000%
11/17/2025Bank of America Corp DE100,188$1.74M0.0%-3.2%0.000%
11/14/2025Raymond James Financial Inc.121,657$2.11M0.0%+3.0%0.000%
11/14/2025Arlington Capital Management Inc.12,594$219K0.1%N/A0.000%
11/13/2025Invesco Ltd.222,924$3.87M0.0%+13.7%0.000%
11/13/2025UBS Group AG627,467$10.89M0.0%+5.1%0.000%
11/13/2025Private Advisor Group LLC15,440$268K0.0%+4.4%0.000%
11/12/2025Huntington National Bank2,028$35K0.0%N/A0.000%
11/7/2025Fiera Capital Corp87,336$1.52M0.0%+14.7%0.000%
11/5/2025J.W. Cole Advisors Inc.119,660$2.08M0.0%+23.5%0.000%
11/5/2025Envestnet Asset Management Inc.32,339$561K0.0%+3.2%0.000%
11/3/2025KPP Advisory Services LLC23,460$407K0.1%+74.3%0.000%
10/30/2025SAM Advisors LLC33,017$573K0.2%+13.3%0.000%
10/29/2025Wealth Enhancement Advisory Services LLC19,121$335K0.0%-25.2%0.000%
10/22/2025TSP Capital Management Group LLC131,360$2.28M0.6%+1.7%0.000%
10/20/2025Mallini Complete Financial Planning LLC17,669$307K0.2%+4.1%0.000%
10/16/2025Halbert Hargrove Global Advisors LLC13,248$230K0.0%+71.6%0.000%
9/4/2025Osaic Holdings Inc.44,486$711K0.0%+3.6%0.000%
8/19/2025B. Riley Wealth Advisors Inc.12,730$204K0.0%N/A0.000%
8/15/2025Bank of America Corp DE103,539$1.66M0.0%+4.8%0.000%
8/14/2025Raymond James Financial Inc.118,100$1.89M0.0%+3.8%0.000%
8/13/2025Guggenheim Capital LLC179,389$2.87M0.0%-30.3%0.000%
8/13/2025Invesco Ltd.195,985$3.13M0.0%+4.1%0.000%
8/13/2025Everstar Asset Management LLC14,520$232K0.1%-10.5%0.000%
8/12/2025J.W. Cole Advisors Inc.96,866$1.55M0.0%+37.8%0.000%
8/8/2025Cetera Investment Advisers25,258$404K0.0%-23.8%0.000%
8/8/2025Advisory Resource Group104,417$1.67M0.3%-1.5%0.000%
8/8/2025Fiera Capital Corp76,128$1.22M0.0%-1.0%0.000%
8/7/2025Allworth Financial LP4,237$68K0.0%+181.9%0.000%
8/4/2025Wolverine Asset Management LLC10,742$172K0.0%N/A0.000%
8/1/2025Envestnet Asset Management Inc.31,341$501K0.0%+6.1%0.000%
7/30/2025KPP Advisory Services LLC13,460$215K0.0%N/A0.000%
7/29/2025SAM Advisors LLC29,152$466K0.2%+9.2%0.000%
7/23/2025KPP Advisory Services LLC13,460$215K0.1%N/A0.000%
7/15/2025Fifth Third Bancorp4,308$69K0.0%N/A0.000%
7/10/2025Wealth Enhancement Advisory Services LLC25,565$415K0.0%N/A0.000%
5/16/2025Everstar Asset Management LLC4,985$83K0.0%-75.7%0.000%
5/15/2025Royal Bank of Canada567,767$9.42M0.0%+0.3%0.000%
5/14/2025Kestra Advisory Services LLC108,071$1.79M0.0%+9.0%0.000%
5/13/2025HighTower Advisors LLC25,862$429K0.0%-39.5%0.000%
5/12/2025Invesco Ltd.188,186$3.12M0.0%-2.6%0.000%
5/9/2025Atria Wealth Solutions Inc.13,600$226K0.0%-23.2%0.000%
5/7/2025LPL Financial LLC183,128$3.04M0.0%+7.5%0.000%
5/7/2025SAM Advisors LLC26,696$443K0.2%+6.2%0.000%
5/6/2025Cetera Investment Advisers33,147$550K0.0%+2.4%0.000%
5/5/2025J.W. Cole Advisors Inc.70,295$1.17M0.0%N/A0.000%
5/5/2025Private Advisor Group LLC14,762$245K0.0%-11.7%0.000%
4/30/2025Stratos Wealth Partners LTD.26,135$434K0.0%N/A0.000%
4/25/2025Smallwood Wealth Investment Management LLC3,211$53K0.0%N/A0.000%
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4/24/2025Mallini Complete Financial Planning LLC16,382$272K0.3%-9.5%0.000%
4/17/2025Sowell Financial Services LLC10,900$181K0.0%N/A0.000%
4/17/2025Janney Montgomery Scott LLC26,300$436K0.0%N/A0.000%
4/14/2025Farther Finance Advisors LLC1,800$30K0.0%N/A0.000%
4/9/2025Selway Asset Management27,425$455K0.2%+52.5%0.000%
4/9/2025Merit Financial Group LLC11,218$186K0.0%+6.7%0.000%
2/25/2025B. Riley Wealth Advisors Inc.16,809$282K0.0%+4.5%0.000%
2/24/2025Ameriflex Group Inc.2,677$46K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers32,382$539K0.0%+12.2%0.000%
2/13/2025NewEdge Advisors LLC21,005$349K0.0%-6.1%0.000%


HPI Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 institutional investors and hedge funds held shares of John Hancock Preferred Income Fund. The most heavily invested institutionals were Quantum Portfolio Management LLC ($894.21M), UBS Group AG ($10.34M), Commonwealth Equity Services LLC ($4.34M), Royal Bank of Canada ($3.99M), Guggenheim Capital LLC ($3.43M), TSP Capital Management Group LLC ($3.17M), and LPL Financial LLC ($3.04M).Learn more on John Hancock Preferred Income Fund's institutional investors.

Of the 51 institutional investors that purchased John Hancock Preferred Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Quantum Portfolio Management LLC ($56.99M), Raymond James Financial Inc. ($222.67K), J.W. Cole Advisors Inc. ($136.17K), TSP Capital Management Group LLC ($79.20K), Guggenheim Capital LLC ($55.51K), Invesco Ltd. ($53.22K), and UBS Group AG ($41.52K).

Institutional investors have bought a total of 57,521,291 shares in the last 24 months. This purchase volume represents approximately $900.69M in transactions.

Of the 20 institutional investors that sold John Hancock Preferred Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($77.97K), Invesco Ltd. ($39.67K), Bank of America Corp DE ($30.63K), Kestra Advisory Services LLC ($11.48K), Commonwealth Equity Services LLC ($9.47K), Cetera Investment Advisers ($7.89K), and Wealth Enhancement Advisory Services LLC ($6.44K).

Institutional investors have sold a total of 221,499 shares in the last 24 months. This volume of shares sold represents approximately $3.56M in transactions.



This page (NYSE:HPI) was last updated on 7/7/2026 by MarketBeat.com Staff.
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