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John Hancock Financial Opportunities Fund
$39.67 -0.16 (-0.40%) At close · Jul 2
Market Cap
$789.30M
Shares
19,816,776

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 79
Total Value: $146,036,353
Total Shares: 4,071,194

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 79 13F filers
Top Holder
29.2%
Jun 2023 → Mar 2026 · range 28.1% – 36.5%
of institutional value
Top 5
66.6%
Jun 2023 → Mar 2026 · range 64.1% – 71.8%
of institutional value
Top 10
80.5%
Jun 2023 → Mar 2026 · range 77.3% – 84.4%
of institutional value
HHI
1,336
Jun 2023 → Mar 2026 · range 1,244 – 1,759
Broadly held
Showing 79 of 79
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $42,671,596 29.22% 1,189,618
Mega WELLS FARGO & COMPANY/MN $23,438,964 16.05% 653,442
Small Z3 Capital Partners, LLC $14,669,431 10.05% 408,961
Mega ROYAL BANK OF CANADA Bank $9,606,128 6.58% 267,804
Large Janney Montgomery Scott LLC $6,927,752 4.74% 193,135
Mega RAYMOND JAMES FINANCIAL INC $6,398,849 4.38% 178,390
Mega LPL Financial LLC $4,587,055 3.14% 127,880
Large STIFEL FINANCIAL CORP $3,663,044 2.51% 102,120
Small FCA CORP /TX $3,191,856 2.19% 88,984
Mid NORTH STAR ASSET MANAGEMENT INC $2,432,559 1.67% 67,816
Small Alessandra Capital Management, LLC $2,206,722 1.51% 61,520
Large Steward Partners Investment Advisory, LLC $1,949,175 1.33% 54,340
Large Cambridge Investment Research Advisors, Inc. $1,729,364 1.18% 48,212
Mega BANK OF AMERICA CORP /DE/ Bank $1,619,565 1.11% 45,151
Mega UBS Group AG $1,597,685 1.09% 44,541
Small Gilliland Jeter Wealth Management LLC $1,341,071 0.92% 37,387
Mega AMERIPRISE FINANCIAL INC $1,219,902 0.84% 34,009
Small Chancellor Financial Group WB LP $1,119,036 0.77% 31,197
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $1,087,757 0.74% 30,325
Micro Advisory Advocates, LLC $1,042,023 0.71% 29,050
Mid OPPENHEIMER & CO INC $1,000,414 0.69% 27,890
Large HighTower Advisors, LLC $903,816 0.62% 25,197
Mid Private Advisor Group, LLC $859,481 0.59% 23,961
Mid World Investment Advisors $855,678 0.59% 23,855
Small Samalin Investment Counsel, LLC $756,067 0.52% 21,078
Small Tennessee Valley Asset Management Partners $742,760 0.51% 20,707
Large COMMONWEALTH EQUITY SERVICES, LLC $541,852 0.37% 15,106
Large Kestra Advisory Services, LLC $541,278 0.37% 15,090
Large Mariner, LLC $503,256 0.34% 14,030
Mid WOLVERINE ASSET MANAGEMENT LLC $487,939 0.33% 13,603
Mid BENJAMIN EDWARDS INC $480,335 0.33% 13,391
Mid PEAPACK GLADSTONE FINANCIAL CORP $391,341 0.27% 10,910
Large OSAIC HOLDINGS, INC. $387,574 0.27% 10,805
Small Institute for Wealth Management, LLC. $386,822 0.26% 10,784
Small Triumph Capital Management $369,532 0.25% 10,302
Mid XTX Topco Ltd $347,149 0.24% 9,678
Mid STEPHENS INC /AR/ $342,522 0.23% 9,549
Large Focus Partners Wealth $339,688 0.23% 9,470
Small Redwood Wealth Management Group, LLC $331,044 0.23% 9,229
Mid D.A. DAVIDSON & CO. $323,583 0.22% 9,021
Large Cetera Investment Advisers $301,846 0.21% 8,415
Small Indivisible Partners $290,977 0.20% 8,112
Small Abel Hall, LLC $286,960 0.20% 8,000
Large Creative Planning $237,495 0.16% 6,621
Mega ENVESTNET ASSET MANAGEMENT INC $223,613 0.15% 6,234
Large FIFTH THIRD BANCORP Bank $205,857 0.14% 5,739
Mid Allworth Financial LP $161,450 0.11% 4,501
Small CENTAURUS FINANCIAL, INC. $104,776 0.07% 2,921
Small Vanguard National Trust Co Bank $104,561 0.07% 2,915
Mid Farther Finance Advisors, LLC $76,941 0.05% 2,145
Mega PNC FINANCIAL SERVICES GROUP, INC. $72,780 0.05% 2,029
Small PRIVATE TRUST CO NA Bank $71,740 0.05% 2,000
Mid MAI Capital Management $62,413 0.04% 1,740
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $58,288 0.04% 1,625
Small THOMPSON INVESTMENT MANAGEMENT, INC. $57,965 0.04% 1,616
Large NewEdge Advisors, LLC $56,531 0.04% 1,576
Micro Osbon Capital Management LLC $41,609 0.03% 1,160
Mid Atlantic Union Bankshares Corp $35,870 0.02% 1,000
Mid EASTERN BANK Bank $29,565 0.02% 750
Large CWM, LLC $28,157 0.02% 785
Small CREATIVE FINANCIAL DESIGNS INC /ADV $21,522 0.01% 600
Small TOTH FINANCIAL ADVISORY CORP $18,006 0.01% 502
Small Plante Moran Financial Advisors, LLC $14,348 0.01% 400
Micro SFAM, LLC $10,761 0.01% 300
Mid Spire Wealth Management $9,935 0.01% 277
Mid Bogart Wealth, LLC $8,285 0.01% 231
Micro Navigoe, LLC $7,174 0.00% 200
Small AdvisorNet Financial, Inc $7,174 0.00% 200
Small MARK SHEPTOFF FINANCIAL PLANNING, LLC $7,174 0.00% 200
Mid Larson Financial Group LLC $6,241 0.00% 174
Small Beaird Harris Wealth Management, LLC $5,129 0.00% 143
Mid HARBOUR INVESTMENTS, INC. $4,483 0.00% 125
Micro Tidemark, LLC $4,483 0.00% 125
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $4,232 0.00% 118
Micro Monetary Solutions, Ltd $3,587 0.00% 100
Small CoreCap Advisors, LLC $1,793 0.00% 50
Mega JPMORGAN CHASE & CO $789 0.00% 22
Mid MATHER GROUP, LLC. $143 0.00% 4
Large HUNTINGTON NATIONAL BANK Bank $35 0.00% 1
Key facts CIK 925683 CUSIP 409735206 13F (30d) 1 filings 1 filers Visit website

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