Free Trial
→ Market Crash Warning: How to Protect Your Wealth Before August 12th (From American Alternative) (Ad) Free BTO Stock Alerts

John Hancock Financial Opportunities Fund (BTO) Institutional Ownership

John Hancock Financial Opportunities Fund logo
$34.46 -0.62 (-1.77%)
Closing price 08/1/2025 03:58 PM Eastern
Extended Trading
$34.42 -0.04 (-0.12%)
As of 08/1/2025 04:10 PM 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 Polygon.io. Learn more.
Compare

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)
37
Total
Institutional Inflows
(last 12 months)
$60.75M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$9.98M
Get BTO Insider Trade Alerts

Want to know when executives and insiders are buying or selling John Hancock Financial Opportunities Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BTO Institutional Buying and Selling by Quarter

John Hancock Financial Opportunities Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet Asset Management Inc.5,733$203K0.0%N/A0.029%
7/30/2025 D.A. Davidson & CO.10,803$383K0.0%-4.3%0.055%
7/30/2025 Avidian 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%
5/6/2025 Triumph 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%
5/1/2025 Stephens Inc. AR12,489$426K0.0%-3.8%0.063%
4/30/2025 Gilliland 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%
4/28/2025 Private Trust Co. NA2,000$68K0.0%+33.3%0.010%
4/24/2025Jaffetilchin Investment Partners LLC23,882$815K0.1%N/A0.121%
4/23/2025 Oppenheimer & Co. Inc.28,528$973K0.0%+24.8%0.145%
4/21/2025L.M. Kohn & Company12,857$439K0.1%+4.5%0.065%
4/17/2025 Janney 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%
2/19/2025North Star Asset Management Inc.73,798$2.63M0.1%-0.9%0.374%
2/17/2025Focus Partners Wealth5,942$212K0.0%N/A0.030%
2/17/2025Bank of America Corp DE36,365$1.30M0.0%-3.6%0.184%
2/17/2025Ameriprise Financial Inc.22,052$787K0.0%+97.0%0.112%
2/14/2025 Triumph Capital Management23,065$823K0.3%+13.5%0.117%
2/14/2025Stifel Financial Corp71,662$2.56M0.0%+28.2%0.363%
2/14/2025Shaker Financial Services LLC26,308$939K0.4%-55.9%0.133%
2/13/2025Mariner LLC19,829$708K0.0%+8.9%0.100%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.

Discover the under-the-radar project I believe will skyrocket as a result.
2/13/2025Raymond James Financial Inc.525,206$18.75M0.0%N/A2.661%
2/13/2025Invesco Ltd.19,628$701K0.0%+1.5%0.099%
2/13/2025Wedbush Securities Inc.6,781$242K0.0%-21.9%0.034%
2/13/2025Wells Fargo & Company MN577,425$20.61M0.0%-3.2%2.925%
2/12/2025World Investment Advisors34,019$1.21M0.0%-5.4%0.172%
2/11/2025FCA Corp TX94,630$3.38M1.1%+0.7%0.479%
2/11/2025LPL Financial LLC185,773$6.63M0.0%+66.8%0.941%
2/11/2025Samalin Investment Counsel LLC24,498$874K0.4%-1.5%0.124%
2/10/2025 Aurora Investment Counsel73,601$2.63M1.4%-12.0%0.373%
2/10/2025Commonwealth Equity Services LLC18,486$660K0.0%+2.4%0.094%
2/7/2025HighTower Advisors LLC16,636$594K0.0%+7.8%0.084%
2/7/2025Cornerstone Advisors LLC236,370$8.44M0.3%+4.2%1.197%
2/6/2025Raymond James Financial Inc.525,206$18.75M0.0%N/A2.660%
2/6/2025Steward Partners Investment Advisory LLC27,824$993K0.0%+167.7%0.141%
2/5/2025 Oppenheimer & Co. Inc.22,856$816K0.0%-4.7%0.116%
2/3/2025Private Advisor Group LLC15,445$551K0.0%+10.5%0.078%
1/30/2025L.M. Kohn & Company12,307$439K0.1%-3.0%0.062%
1/29/2025 Avidian Wealth Enterprises LLC9,144$326K0.0%-12.6%0.046%
1/28/2025 Stephens Inc. AR12,989$464K0.0%-71.0%0.066%
1/28/2025 Gilliland Jeter Wealth Management LLC34,276$1.22M0.4%-0.9%0.174%
1/22/2025Tennessee Valley Asset Management Partners20,645$737K0.1%N/A0.105%
1/17/2025 Janney Montgomery Scott LLC201,154$7.18M0.0%-2.7%1.019%
1/14/2025 Mendota Financial Group LLC2,774$99K0.1%-27.5%0.014%
11/25/2024World Investment Advisors LLC35,943$1.19M0.0%-2.0%0.182%
11/15/2024Stifel Financial Corp55,918$1.85M0.0%-29.9%0.284%
11/15/2024HighTower Advisors LLC15,438$511K0.0%N/A0.078%
11/14/2024L.M. Kohn & Company12,691$421K0.1%+3.5%0.064%
11/13/2024 D.A. Davidson & CO.11,112$368K0.0%-4.2%0.056%
11/9/2024Landscape Capital Management L.L.C.8,840$293K0.0%-78.4%0.045%
11/9/2024 Aurora Investment Counsel83,664$2.77M1.5%-6.3%0.424%
11/8/2024Cornerstone Advisors LLC226,737$7.52M0.3%+132.9%1.150%
11/6/2024 Oppenheimer & Co. Inc.23,990$796K0.0%-9.9%0.122%
10/31/2024Shaker Financial Services LLC59,654$1.98M0.7%+46.1%0.303%
10/29/2024 Janney Montgomery Scott LLC206,785$6.86M0.0%+0.2%1.049%
10/28/2024 Stephens Inc. AR44,757$1.48M0.0%+288.4%0.227%
10/28/2024 US Bancorp DE907$30K0.0%N/A0.005%
10/24/2024 Wealth Enhancement Advisory Services LLC6,335$210K0.0%N/A0.032%
10/22/2024 International Assets Investment Management LLC60,517$1.83M0.0%+3,216.0%0.307%
10/22/2024Private Advisor Group LLC13,978$464K0.0%+7.8%0.071%
10/21/2024 Gilliland Jeter Wealth Management LLC34,570$1.15M0.4%+7.5%0.175%
10/18/2024Raymond James & Associates116,331$3.86M0.0%-1.2%0.590%
10/10/2024 Mendota Financial Group LLC3,826$127K0.1%-14.7%0.019%
8/22/2024 Aurora Investment Counsel89,279$2.50M1.5%+0.5%0.453%
8/14/2024EverSource Wealth Advisors LLC2,500$70K0.0%N/A0.013%
8/9/2024Cornerstone Advisors LLC97,366$2.73M0.1%N/A0.494%
8/7/2024Wedbush Securities Inc.8,738$245K0.0%+8.7%0.044%
8/6/2024North Star Asset Management Inc.75,204$2.11M0.1%-2.3%0.381%
8/3/2024Shaker Financial Services LLC40,840$1.14M0.5%+92.5%0.207%
8/2/2024Wolverine Asset Management LLC39,148$1.10M0.0%+400.0%0.199%
7/31/2024Commonwealth Equity Services LLC19,817$555K0.0%+5.7%0.100%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.

Discover the under-the-radar project I believe will skyrocket as a result.
7/30/2024 International Assets Investment Management LLC1,825$51K0.0%N/A0.009%
7/24/2024 Gilliland Jeter Wealth Management LLC32,163$901K0.3%-11.8%0.163%
7/23/2024All Season Financial Advisors Inc.13,550$380K0.3%-6.0%0.069%
7/20/2024Raymond James Financial Services Advisors Inc.383,506$10.74M0.0%-6.5%1.945%
7/19/2024Raymond James & Associates117,778$3.30M0.0%-1.3%0.597%
6/4/2024 Aurora Investment Counsel88,850$2.63M1.5%+2.4%0.451%
5/17/2024Comerica Bank4,835$143K0.0%-44.0%0.025%
5/16/2024B. Riley Wealth Advisors Inc.16,645$492K0.0%+21.7%0.085%
5/7/2024 Oppenheimer & Co. Inc.26,337$779K0.0%+3.3%0.134%
5/1/2024 Janney Montgomery Scott LLC210,614$6.23M0.0%+0.9%1.070%
(Data available from 1/1/2016 forward)

BTO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BTO shares?

During the previous two years, 65 institutional investors and hedge funds held shares of John Hancock Financial Opportunities Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($20.61M), Raymond James Financial Inc. ($18.10M), Raymond James Financial Services Advisors Inc. ($10.74M), Royal Bank of Canada ($8.52M), Janney Montgomery Scott LLC ($7.34M), LPL Financial LLC ($7.17M), and Cornerstone Advisors LLC ($5.28M).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 50 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. ($1.06M), Cornerstone Advisors LLC ($236.37K), International Assets Investment Management LLC ($203.40K), LPL Financial LLC ($98.92K), Aurora Investment Counsel ($77.93K), Wolverine Asset Management LLC ($72.31K), and Mesirow Financial Investment Management Inc. ($44.50K).

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

Institutional investors have bought a total of 1,752,014 shares in the last 24 months. This purchase volume represents approximately $60.75M in transactions.

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

Of the 26 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: Cornerstone Advisors LLC ($81.47K), Shaker Financial Services LLC ($33.35K), Stephens Inc. AR ($32.27K), Landscape Capital Management L.L.C. ($32.09K), Stifel Financial Corp ($23.85K), Wells Fargo & Company MN ($19.02K), and Aurora Investment Counsel ($15.68K).

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

Institutional investors have sold a total of 289,285 shares in the last 24 months. This volume of shares sold represents approximately $9.98M in transactions.


Related Companies

This page (NYSE:BTO) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Is Elon's empire crumbling?
The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... Jeff Brown has uncovered ...
Brownstone Research | Sponsored
Buffett to put 90% of his money in this one stock?
CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...
Altimetry | Sponsored
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsored
Digital Dollar Alert: Protect Your Wealth Before It’s Too Late
134 countries are developing Central Bank Digital Currencies — and the U.S. is quietly testing one. Experts...
American Alternative | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Why AMZN, GOOG, MSFT might destroy NVDA
Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla an...
InvestorPlace | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored