John Hancock Financial Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.26 M | $49.61 M | 5.80% | 6.35% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 646.73 K | $25.49 M | -1.03% | 3.26% |
| Z3 CAPITAL PARTNERS, LLC | 07/28/2026 | 411.39 K | $16.22 M | 0.59% | 2.07% |
| ROYAL BANK OF CANADA | 08/14/2026 | 270.29 K | $10.65 M | 0.93% | 1.36% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 177.45 K | $7.00 M | -8.12% | 0.89% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 172.70 K | $6.81 M | -3.19% | 0.87% |
| LPL FINANCIAL LLC | 08/07/2026 | 130.04 K | $5.13 M | 1.69% | 0.66% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 99.30 K | $3.91 M | -2.76% | 0.50% |
| FCA CORP /TX | 08/11/2026 | 95.44 K | $3.76 M | 7.26% | 0.48% |
| NORTH STAR ASSET MANAGEMENT INC | 08/18/2026 | 67.64 K | $2.67 M | -0.26% | 0.34% |
| ALESSANDRA CAPITAL MANAGEMENT, LLC | 07/28/2026 | 61.32 K | $2.42 M | -0.33% | 0.31% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 56.96 K | $2.25 M | 4.82% | 0.29% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 56.19 K | $2.21 M | 100.00% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 51.25 K | $2.02 M | 6.30% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 46.68 K | $1.84 M | 3.40% | 0.24% |
| UBS GROUP AG | 08/13/2026 | 43.82 K | $1.73 M | -1.61% | 0.22% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 41.09 K | $1.62 M | 35.51% | 0.21% |
| GILLILAND JETER WEALTH MANAGEMENT LLC | 07/29/2026 | 37.49 K | $1.48 M | 0.29% | 0.19% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 35.32 K | $1.39 M | 3.86% | 0.18% |
| CHANCELLOR FINANCIAL GROUP WB LP | 08/10/2026 | 31.37 K | $1.24 M | 0.54% | 0.16% |
| ADVISORY ADVOCATES, LLC | 08/10/2026 | 30.80 K | $1.21 M | 6.02% | 0.16% |
| OPPENHEIMER & CO INC | 08/03/2026 | 28.08 K | $1.11 M | 0.69% | 0.14% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 26.71 K | $1.05 M | 11.46% | 0.13% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 25.39 K | $1.00 M | 0.77% | 0.13% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 23.79 K | $853.98 K | -0.29% | 0.12% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 22.76 K | $897.00 K | 100.00% | 0.11% |
| TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | 08/10/2026 | 20.72 K | $816.74 K | 0.06% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 19.45 K | $767.06 K | 80.03% | 0.10% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 15.55 K | $613.14 K | 3.07% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 15.41 K | $607.46 K | 147.19% | 0.08% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 14.97 K | $590.12 K | -28.98% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 14.54 K | $573.33 K | -3.72% | 0.07% |
| MARINER, LLC | 08/13/2026 | 14.22 K | $560.46 K | 1.34% | 0.07% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 13.72 K | $540.95 K | 2.48% | 0.07% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 11.77 K | $464.14 K | 100.00% | 0.06% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 10.78 K | $425.11 K | 0.00% | 0.05% |
| PEAPACK GLADSTONE FINANCIAL CORP | 08/14/2026 | 10.52 K | $415.00 K | -3.62% | 0.05% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 10.25 K | $404.06 K | -0.50% | 0.05% |
| COLONY GROUP, LLC | 08/12/2026 | 9.94 K | $391.88 K | 4.97% | 0.05% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 9.70 K | $382.30 K | 100.00% | 0.05% |
| ALMANACK INVESTMENT PARTNERS, LLC. | 07/30/2026 | 9.58 K | $377.60 K | 100.00% | 0.05% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 9.04 K | $356.17 K | 0.16% | 0.05% |
| CITADEL ADVISORS LLC | 09/02/2026 | 8.50 K | $335.19 K | 100.00% | 0.04% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 8.43 K | $332.25 K | 0.17% | 0.04% |
| STEPHENS INC /AR/ | 07/29/2026 | 8.15 K | $321.23 K | -14.66% | 0.04% |
| ABEL HALL, LLC | 07/24/2026 | 8.00 K | $315.36 K | 0.00% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 7.90 K | $311.34 K | -18.39% | 0.04% |
| INDIVISIBLE PARTNERS | 08/04/2026 | 7.18 K | $283.04 K | -11.49% | 0.04% |
| CREATIVE PLANNING | 08/13/2026 | 6.64 K | $261.78 K | 0.30% | 0.03% |
| FIFTH THIRD BANCORP | 08/05/2026 | 5.20 K | $205.14 K | -9.32% | 0.03% |
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John Hancock Financial Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 125 institutional investors and hedge funds held shares of John Hancock Financial Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 1.26 M
WELLS FARGO & COMPANY/MN: 646,729
Z3 Capital Partners, LLC: 411,393
ROYAL BANK OF CANADA: 270,289
Janney Montgomery Scott LLC: 177,451
RAYMOND JAMES FINANCIAL INC: 172,704
21.45% of John Hancock Financial Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.14 M shares in the last 24 months. This purchase volume represents approximately $177.58 M in transactions.