John Hancock Hedged Equity & Income Fund (HEQ) Ownership

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John Hancock Diversified Income Fund. Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
BULLDOG INVESTORS, LLP 02/13/2026 381.76 K $4.10 M   100.00% 3.17%
MORGAN STANLEY 02/13/2026 305.82 K $3.29 M   -28.62% 2.54%
BANK OF AMERICA CORP /DE/ 02/17/2026 292.61 K $3.15 M   1.59% 2.43%
SABA CAPITAL MANAGEMENT, L.P. 02/17/2026 281.33 K $3.02 M   11.03% 2.34%
PATHSTONE HOLDINGS, LLC 02/13/2026 247.66 K $2.66 M   229.75% 2.06%
COMMONWEALTH EQUITY SERVICES, LLC 02/12/2026 150.44 K $1.62 M   -3.37% 1.25%
PRINCIPAL SECURITIES, INC. 02/12/2026 147.37 K $1.58 M   -3.35% 1.22%
ENVESTNET ASSET MANAGEMENT INC 02/10/2026 136.09 K $1.46 M   -1.42% 1.13%
SHAKER FINANCIAL SERVICES, LLC 01/26/2026 133.07 K $1.43 M   -46.16% 1.10%
1607 CAPITAL PARTNERS, LLC 02/17/2026 129.78 K $1.40 M   6.08% 1.08%
INVESCO LTD. 02/19/2026 119.46 K $1.28 M   28.85% 0.99%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 02/09/2026 97.99 K $1.05 M   22.61% 0.81%
AMERIPRISE FINANCIAL INC 02/17/2026 76.67 K $824.14 K   16.70% 0.64%
AQR ARBITRAGE LLC 02/17/2026 76.02 K $817.22 K   -34.38% 0.63%
WELLS FARGO & COMPANY/MN 02/13/2026 68.08 K $731.85 K   -30.44% 0.57%
KOVACK ADVISORS, INC. 02/17/2026 53.24 K $572.29 K   130.86% 0.44%
WOLVERINE ASSET MANAGEMENT LLC 02/02/2026 47.58 K $511.46 K   -46.76% 0.39%
ROYAL BANK OF CANADA 02/17/2026 46.41 K $499.00 K   0.20% 0.39%
KESTRA ADVISORY SERVICES, LLC 02/13/2026 44.39 K $477.16 K   5.40% 0.37%
LPL FINANCIAL LLC 02/11/2026 43.98 K $472.82 K   34.51% 0.37%
VERITION FUND MANAGEMENT LLC 02/13/2026 36.56 K $393.01 K   37.65% 0.30%
ADVISOR GROUP HOLDINGS, INC. 02/17/2026 34.40 K $369.84 K   -9.68% 0.29%
SAX WEALTH ADVISORS, LLC 01/12/2026 33.95 K $365.00 K   100.00% 0.28%
ROBINSON CAPITAL MANAGEMENT, LLC 02/13/2026 33.78 K $363.12 K   11.45% 0.28%
TWO SIGMA INVESTMENTS, LP 02/17/2026 27.36 K $294.16 K   0.00% 0.23%
RAYMOND JAMES FINANCIAL INC 02/18/2026 26.28 K $282.45 K   0.77% 0.22%
ADVISORS ASSET MANAGEMENT, INC. 02/12/2026 22.42 K $241.06 K   -65.27% 0.19%
CETERA INVESTMENT ADVISERS 02/17/2026 18.64 K $200.33 K   -1.21% 0.15%
NWF ADVISORY SERVICES INC. 03/03/2026 18.40 K $197.80 K   0.00% 0.15%
UBS GROUP AG 01/29/2026 17.00 K $182.78 K   -33.55% 0.14%
WILEY BROS.-AINTREE CAPITAL, LLC 02/17/2026 16.23 K $174.49 K   100.00% 0.13%
B. RILEY WEALTH ADVISORS, INC. 02/17/2026 15.87 K $170.60 K   0.00% 0.13%
XTX TOPCO LTD 02/17/2026 13.35 K $143.51 K   100.00% 0.11%
COMERICA BANK 01/29/2026 4.29 K $46.06 K   2.29% 0.04%
MOTIV8 INVESTMENTS LLC 02/13/2026 589 $6.00 K   100.00% 0.00%
KARPUS MANAGEMENT, INC. 02/17/2026 0 $0   -100.00% 0.00%
GUGGENHEIM CAPITAL LLC 02/17/2026 0 $0   -100.00% 0.00%
ADVISORY SERVICES NETWORK, LLC 02/17/2026 0 $0   -100.00% 0.00%
HIGHLINE WEALTH PARTNERS LLC 01/15/2026 0 $0   -100.00% 0.00%

John Hancock Diversified Income Fund. institutional Ownership - FAQ's

During the previous two years, 56 institutional investors and hedge funds held shares of John Hancock Diversified Income Fund.. The most heavily invested institutionals were:

COMMONWEALTH EQUITY SERVICES, LLC: 154,110

ENVESTNET ASSET MANAGEMENT INC: 137,468

Kestra Advisory Services, LLC: 38,463

SAX WEALTH ADVISORS, LLC: 33,953

NWF Advisory Services Inc.: 18,400

B. Riley Wealth Advisors, Inc.: 16,152

26.55% of John Hancock Diversified Income Fund. stock is owned by institutional investors.

Institutional investors have bought a total of 3.38 M shares in the last 24 months. This purchase volume represents approximately $37.49 M in transactions.