John Hancock Financial Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.19 M | $41.73 M | -2.35% | 6.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 667.19 K | $23.41 M | 3.70% | 3.37% |
| ROYAL BANK OF CANADA | 02/17/2026 | 259.36 K | $9.10 M | 0.17% | 1.31% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 196.61 K | $6.90 M | -1.02% | 0.99% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 176.31 K | $6.19 M | -8.21% | 0.89% |
| LPL FINANCIAL LLC | 02/11/2026 | 129.79 K | $4.55 M | -7.62% | 0.66% |
| FCA CORP /TX | 02/11/2026 | 86.92 K | $3.05 M | -7.01% | 0.44% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 86.73 K | $3.04 M | 0.35% | 0.44% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 76.15 K | $2.67 M | 100.00% | 0.38% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 70.73 K | $2.48 M | 100.00% | 0.36% |
| NORTH STAR ASSET MANAGEMENT INC | 02/09/2026 | 68.08 K | $2.39 M | -1.38% | 0.34% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 49.21 K | $1.73 M | 15.75% | 0.25% |
| UBS GROUP AG | 01/29/2026 | 47.67 K | $1.67 M | 1.98% | 0.24% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 44.19 K | $1.55 M | 9.81% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 43.84 K | $1.54 M | -11.15% | 0.22% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 01/23/2026 | 36.27 K | $1.27 M | -1.43% | 0.18% |
| CHANCELLOR FINANCIAL GROUP WB LP | 02/05/2026 | 30.99 K | $1.09 M | 0.38% | 0.16% |
| OPPENHEIMER & CO INC | 02/02/2026 | 28.39 K | $996.06 K | -4.50% | 0.14% |
| MARINER, LLC | 02/13/2026 | 27.77 K | $974.00 K | 45.20% | 0.14% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/04/2026 | 27.59 K | $957.26 K | -2.71% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 26.17 K | $918.00 K | 60.61% | 0.13% |
| SAMALIN INVESTMENT COUNSEL, LLC | 01/30/2026 | 25.96 K | $910.78 K | 0.89% | 0.13% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 24.54 K | $860.85 K | -2.39% | 0.12% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 23.17 K | $812.62 K | 8.57% | 0.12% |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 02/05/2026 | 20.69 K | $725.95 K | 0.06% | 0.10% |
| TRIUMPH CAPITAL MANAGEMENT | 02/12/2026 | 19.37 K | $679.57 K | 0.20% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 16.46 K | $577.59 K | 1.38% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 14.45 K | $506.96 K | -2.07% | 0.07% |
| STEPHENS INC /AR/ | 02/05/2026 | 14.11 K | $494.79 K | 12.27% | 0.07% |
| PEAPACK GLADSTONE FINANCIAL CORP | 02/10/2026 | 13.85 K | $486.00 K | -2.08% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 13.80 K | $484.17 K | -2.56% | 0.07% |
| ALPHACORE CAPITAL LLC | 02/05/2026 | 13.79 K | $483.83 K | -37.44% | 0.07% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 13.39 K | $469.75 K | 1.62% | 0.07% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 12.67 K | $444.46 K | 100.00% | 0.06% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 12.31 K | $431.85 K | 1.00% | 0.06% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 11.16 K | $391.49 K | 100.00% | 0.06% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 01/27/2026 | 10.78 K | $378.30 K | 0.00% | 0.05% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 10.58 K | $371.01 K | 100.00% | 0.05% |
| COLONY GROUP, LLC | 02/13/2026 | 10.00 K | $350.88 K | 73.50% | 0.05% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 9.01 K | $315.95 K | -16.74% | 0.05% |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 02/03/2026 | 8.83 K | $309.72 K | 0.00% | 0.04% |
| ABEL HALL, LLC | 02/17/2026 | 8.00 K | $280.64 K | 0.00% | 0.04% |
| XTX TOPCO LTD | 02/17/2026 | 7.77 K | $272.43 K | 100.00% | 0.04% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 7.54 K | $264.43 K | 100.00% | 0.04% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 7.32 K | $256.77 K | 100.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 7.10 K | $249.09 K | 0.20% | 0.04% |
| CREATIVE PLANNING | 02/17/2026 | 6.60 K | $231.48 K | 0.32% | 0.03% |
| COMERICA BANK | 01/29/2026 | 5.23 K | $183.57 K | 3.97% | 0.03% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 4.50 K | $157.79 K | 0.04% | 0.02% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 2.87 K | $101.00 K | 1.34% | 0.01% |
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John Hancock Financial Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 120 institutional investors and hedge funds held shares of John Hancock Financial Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.19 M
WELLS FARGO & COMPANY/MN: 667,192
ROYAL BANK OF CANADA: 259,361
Janney Montgomery Scott LLC: 196,609
RAYMOND JAMES FINANCIAL INC: 176,313
LPL Financial LLC: 129,785
18.91% of John Hancock Financial Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.62 M shares in the last 24 months. This purchase volume represents approximately $164.88 M in transactions.