Who owns John Hancock Financial Opportunities Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BTO from SEC Form 13F filings across 83 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 83 institutions disclosed 4.2M shares of John Hancock Financial Opportunities Fund worth $165.5M — about 21.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
83
13F holders
$165.5M
value, 2026 filers
21.2%
of shares outstanding (4.2M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BTO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.3M | $49.6M | 0.0% | 6.4% | +5.8% |
| 2 | WELLS FARGO & COMPANY/MN | 646,729 | $25.5M | 0.0% | 3.3% | -1.0% |
| 3 | Z3 Capital Partners, LLC | 411,393 | $16.2M | 3.4% | 2.1% | +0.6% |
| 4 | ROYAL BANK OF CANADA | 270,289 | $10.7M | 0.0% | 1.4% | +0.9% |
| 5 | Janney Montgomery Scott LLC | 177,451 | $7.0M | 0.0% | 0.9% | -8.1% |
| 6 | RAYMOND JAMES FINANCIAL INC | 172,704 | $6.8M | 0.0% | 0.9% | -3.2% |
| 7 | LPL Financial LLC | 130,039 | $5.1M | 0.0% | 0.7% | +1.7% |
| 8 | STIFEL FINANCIAL CORP | 99,302 | $3.9M | 0.0% | 0.5% | -2.8% |
| 9 | FCA CORP /TX | 95,444 | $3.8M | 0.9% | 0.5% | +7.3% |
| 10 | NORTH STAR ASSET MANAGEMENT INC | 67,641 | $2.7M | 0.1% | 0.3% | -0.3% |
| 11 | Alessandra Capital Management, LLC | 61,315 | $2.4M | 1.7% | 0.3% | -0.3% |
| 12 | Steward Partners Investment Advisory, LLC | 56,961 | $2.2M | 0.0% | 0.3% | +4.8% |
| 13 | 1607 Capital Partners, LLCNEW | 56,187 | $2.2M | 0.2% | 0.3% | new |
| 14 | BANK OF AMERICA CORP /DE/ | 46,684 | $1.8M | 0.0% | 0.2% | +3.4% |
| 15 | UBS Group AG | 43,824 | $1.7M | 0.0% | 0.2% | -1.6% |
| 16 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 41,092 | $1.6M | 0.1% | 0.2% | +35.5% |
| 17 | Gilliland Jeter Wealth Management LLC | 37,494 | $1.5M | 0.4% | 0.2% | +0.3% |
| 18 | AMERIPRISE FINANCIAL INC | 35,323 | $1.4M | 0.0% | 0.2% | +3.9% |
| 19 | Chancellor Financial Group WB LP | 31,366 | $1.2M | 0.8% | 0.2% | +0.5% |
| 20 | Advisory Advocates, LLC | 30,800 | $1.2M | 1.0% | 0.2% | +6.0% |
| 21 | OPPENHEIMER & CO INC | 28,082 | $1.1M | 0.0% | 0.1% | +0.7% |
| 22 | Private Advisor Group, LLC | 26,708 | $1.1M | 0.0% | 0.1% | +11.5% |
| 23 | HighTower Advisors, LLC | 25,390 | $1.0M | 0.0% | 0.1% | +0.8% |
| 24 | World Investment Advisors | 23,785 | $853,976 | 0.0% | 0.1% | -0.3% |
| 25 | Shaker Financial Services, LLCNEW | 22,755 | $897,003 | 0.3% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.