| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP | 5.4% | $37,381,809 | 1,065,616 | First Trust Portfolios L.P. | 31 Dec 2025 |
As of 31 Dec 2025, 82 institutional investors reported holding 3,745,078 shares of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO). This represents 19% of the company’s total 19,806,989 outstanding shares.
The largest institutional shareholders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO) together control 17% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 6% | 1,189,553 | -2.3% | 0% | $41,729,534 |
| WELLS FARGO & COMPANY/MN | 3.4% | 667,192 | +3.7% | 0% | $23,405,074 |
| ROYAL BANK OF CANADA | 1.3% | 259,361 | +0.17% | 0% | $9,098,000 |
| Janney Montgomery Scott LLC | 0.99% | 196,609 | -1% | 0.02% | $6,897,000 |
| RAYMOND JAMES FINANCIAL INC | 0.89% | 176,313 | -8.2% | 0% | $6,185,045 |
| LPL Financial LLC | 0.66% | 129,785 | -7.6% | 0% | $4,552,865 |
| FCA CORP /TX | 0.44% | 86,920 | -7% | 0.86% | $3,049,158 |
| STIFEL FINANCIAL CORP | 0.44% | 86,733 | +0.35% | 0% | $3,042,619 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.38% | 76,148 | 0.04% | $2,671,272 | |
| READYSTATE ASSET MANAGEMENT LP | 0.36% | 70,727 | 0.11% | $2,481,103 | |
| NORTH STAR ASSET MANAGEMENT INC | 0.34% | 68,080 | -1.4% | 0.1% | $2,388,246 |
| Steward Partners Investment Advisory, LLC | 0.25% | 49,209 | +16% | 0.01% | $1,726,252 |
| UBS Group AG | 0.24% | 47,666 | +2% | 0% | $1,672,123 |
| Cambridge Investment Research Advisors, Inc. | 0.22% | 44,185 | +9.8% | 0% | $1,550,000 |
| BANK OF AMERICA CORP /DE/ | 0.22% | 43,840 | -11% | 0% | $1,537,907 |
| Gilliland Jeter Wealth Management LLC | 0.18% | 36,269 | -1.4% | 0.38% | $1,272,313 |
| Chancellor Financial Group WB LP | 0.16% | 30,988 | +0.38% | 0.74% | $1,087,074 |
| OPPENHEIMER & CO INC | 0.14% | 28,394 | -4.5% | 0.01% | $996,062 |
| Mariner, LLC | 0.14% | 27,765 | +45% | 0% | $973,997 |
| World Investment Advisors | 0.14% | 27,590 | -2.7% | 0.02% | $957,257 |
| HighTower Advisors, LLC | 0.13% | 26,169 | +61% | 0% | $918,000 |
| Samalin Investment Counsel, LLC | 0.13% | 25,963 | +0.89% | 0.32% | $910,780 |
| AMERIPRISE FINANCIAL INC | 0.12% | 24,540 | -2.4% | 0% | $860,853 |
| Private Advisor Group, LLC | 0.12% | 23,165 | +8.6% | 0% | $812,622 |
| Tennessee Valley Asset Management Partners | 0.1% | 20,694 | +0.06% | 0.09% | $725,946 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,745,078 | $131,367,160 | +$4,088,252 | $35.08 | 82 |
| 2025 Q3 | 3,626,362 | $130,490,326 | -$14,966,164 | $35.98 | 77 |
| 2025 Q2 | 4,042,498 | $143,192,276 | -$2,920,766 | $35.42 | 68 |
| 2025 Q1 | 4,127,411 | $140,775,947 | -$3,937,930 | $34.11 | 69 |
| 2024 Q4 | 4,238,028 | $151,259,523 | +$588,991 | $35.69 | 74 |
| 2024 Q3 | 4,203,491 | $139,205,073 | +$6,974,511 | $33.16 | 76 |
| 2024 Q2 | 3,942,223 | $110,444,625 | +$1,791,527 | $28.01 | 69 |
| 2024 Q1 | 3,876,384 | $114,609,668 | -$3,418,452 | $29.58 | 69 |
| 2023 Q4 | 3,990,182 | $119,623,712 | +$7,905,596 | $30.08 | 75 |
| 2023 Q3 | 3,684,088 | $96,735,037 | +$1,510,990 | $26.26 | 65 |
| 2023 Q2 | 3,627,138 | $97,326,886 | -$9,950,296 | $26.82 | 64 |
| 2023 Q1 | 3,987,097 | $121,763,624 | +$2,896,524 | $30.54 | 66 |
| 2022 Q4 | 3,887,517 | $129,552,637 | -$2,917,209 | $33.31 | 60 |
| 2022 Q3 | 3,971,768 | $125,351,890 | +$2,504,394 | $31.56 | 60 |
| 2022 Q2 | 3,888,020 | $143,846,167 | -$1,189,350 | $37.13 | 64 |
| 2022 Q1 | 3,919,589 | $157,564,333 | +$7,924,973 | $40.20 | 68 |
| 2021 Q4 | 3,711,589 | $172,854,026 | +$2,868,950 | $46.59 | 69 |
| 2021 Q3 | 3,652,916 | $155,351,552 | +$4,368,154 | $42.52 | 65 |
| 2021 Q2 | 3,562,637 | $133,748,343 | +$1,184,510 | $37.54 | 66 |
| 2021 Q1 | 3,528,301 | $135,635,277 | +$3,868,262 | $38.44 | 68 |
| 2020 Q4 | 3,472,159 | $105,329,465 | -$88,618 | $30.35 | 52 |
| 2020 Q3 | 3,494,017 | $74,874,253 | -$4,866,114 | $21.43 | 52 |
| 2020 Q2 | 3,720,072 | $85,250,858 | +$10,020,095 | $22.95 | 49 |
| 2020 Q1 | 3,270,506 | $59,987,075 | -$28,903,877 | $18.34 | 56 |
| 2019 Q4 | 4,071,033 | $147,785,089 | +$1,114,019 | $36.30 | 70 |
| 2019 Q3 | 4,065,117 | $130,792,355 | +$598,534 | $32.17 | 64 |
| 2019 Q2 | 4,046,601 | $130,315,586 | +$548,103 | $32.20 | 68 |
| 2019 Q1 | 4,029,818 | $128,563,660 | +$327,453 | $31.90 | 65 |
| 2018 Q4 | 4,027,312 | $112,481,439 | -$6,648,402 | $27.93 | 60 |
| 2018 Q3 | 4,224,536 | $156,235,242 | +$3,422,657 | $37.00 | 68 |
| 2018 Q2 | 4,131,226 | $153,798,559 | +$4,124,570 | $37.21 | 60 |
| 2018 Q1 | 4,019,526 | $154,156,886 | +$9,039,707 | $38.35 | 58 |
| 2017 Q4 | 3,782,507 | $148,804,538 | +$322,973 | $39.33 | 58 |
| 2017 Q3 | 3,690,491 | $137,505,764 | +$5,229,444 | $37.26 | 51 |
| 2017 Q2 | 3,552,191 | $127,991,994 | +$5,185,933 | $36.03 | 51 |
| 2017 Q1 | 3,436,781 | $116,881,854 | +$1,099,831 | $34.00 | 49 |
| 2016 Q4 | 3,394,430 | $123,120,748 | +$6,766,516 | $36.27 | 46 |
| 2016 Q3 | 3,255,332 | $90,336,752 | +$1,263,232 | $27.76 | 43 |
| 2016 Q2 | 3,302,079 | $84,663,094 | +$1,685,411 | $25.64 | 46 |
| 2016 Q1 | 3,237,817 | $78,648,386 | -$8,876,908 | $24.30 | 43 |
| 2015 Q4 | 3,574,262 | $100,077,221 | +$752,722 | $28.03 | 48 |
| 2015 Q3 | 3,535,427 | $89,427,640 | +$7,360,911 | $25.30 | 45 |
| 2015 Q2 | 3,235,417 | $88,008,350 | -$3,276,737 | $27.20 | 44 |
| 2015 Q1 | 3,427,020 | $79,797,900 | +$3,263,569 | $23.40 | 53 |
| 2014 Q4 | 3,408,942 | $80,313,946 | +$6,564,076 | $23.56 | 56 |
| 2014 Q3 | 3,108,329 | $68,705,175 | +$5,444,412 | $22.22 | 51 |
| 2014 Q2 | 2,860,004 | $65,853,781 | +$155,415 | $23.14 | 48 |
| 2014 Q1 | 2,848,956 | $68,271,852 | +$4,867,005 | $24.07 | 51 |