Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SH BEN INT NEW
-
Number of holders
-
68
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Total 13F shares, excl. options
-
4.04M
-
Shares change
-
-85.1K
-
Total reported value, excl. options
-
$143M
-
Value change
-
-$2.92M
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Number of buys
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31
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Number of sells
-
-21
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Price
-
$35.42
Significant Holders of JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - SH BEN INT NEW (BTO) as of Q2 2025
74 filings reported holding BTO - JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - SH BEN INT NEW as of Q2 2025.
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - SH BEN INT NEW (BTO) has 68 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.04M shares
.
Largest 10 shareholders include MORGAN STANLEY (1.23M shares), WELLS FARGO & COMPANY/MN (592K shares), RAYMOND JAMES FINANCIAL INC (559K shares), Royal Bank of Canada (256K shares), Janney Montgomery Scott LLC (207K shares), LPL Financial LLC (203K shares), Cornerstone Advisors, LLC (96.6K shares), FCA CORP /TX (93.9K shares), STIFEL FINANCIAL CORP (87.1K shares), and NORTH STAR ASSET MANAGEMENT INC (72.3K shares).
This table shows the top 68 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.