Security key
409735206
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (BTO)
CUSIP: 409735206
Q1 2025 13F Holders as of 31 Mar 2025
- Security type / class
- Equity / Common
- Total 13F shares
- 4,127,411
- Total 13F value
- $140,775,947
- Share change
- -110,446
- SEC-reported price per share
- $34.11
- Number of holders
- 69
- Value change
- -$3,937,930
- Number of buys
- 29
- Number of sells
- 26
- Shares outstanding
- 19,806,989
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2025
Institutions
69
Top holders
10
BTO full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 409735206
Recent filing periods:
Ownership snapshot
Top reported holders of BTO - JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND - Common (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
15/15
Latest evidence
31 Dec 2024
13F
Lead comparable stake: 6.5%
Showing 1-6 of 15 holder rows.
Quick read
MORGAN STANLEY leads the comparable SEC ownership view at 6.5%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens MORGAN STANLEY's linked filing trail.
Comparable ownership
Top 5
MORGAN STANLEY
6.5%
WELLS FARGO & COMPANY/MN
2.9%
RAYMOND JAMES FINANCIAL INC
2.7%
ROYAL BANK OF CANADA
1.3%
Cornerstone Advisors, LLC
1.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
6.5%
|
$46,048,956
1,290,247 shares
|
— | 31 Dec 2024 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
2.9%
|
$20,608,283
577,425 shares
|
— | 31 Dec 2024 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
2.7%
|
$18,744,589
525,205 shares
|
— | 31 Dec 2024 |
| ROYAL BANK OF CANADA |
13F
Company
|
1.3%
|
$9,132,000
255,863 shares
|
— | 31 Dec 2024 |
| Cornerstone Advisors, LLC |
13F
Company
|
1.2%
|
$8,436,045
236,370 shares
|
— | 31 Dec 2024 |
| Janney Montgomery Scott LLC |
13F
Company
|
1%
|
$7,179,000
201,154 shares
|
— | 31 Dec 2024 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
69
Shares
4,127,411
Rows available
69
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2025 vs Q1 2026 Across Filers
Q1 2026 holders
79
Q1 2025 holders
69
Holder diff
-10
| Investor | Q1 2026 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend