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Who owns BTO?

Institutional ownership of John Hancock Financial Opportunities Fund from Form 13F, Q2 2026

83 institutional managers reported holding John Hancock Financial Opportunities Fund (BTO) in Form 13F filings for Q2 2026, with 4,251,722 shares worth $168M. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 182,838 shares (+4.5%). 11 opened new positions and 5 sold out.

Funds holding
83
Value held
$168M
New / sold out
11 / 5
Net shares, same filers
+4.5%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of BTO

FundValueShare of 13F holdingsSharesMove
Morgan Stanley$49.6M29.6%1,258,587Added
Wells Fargo & Company$25.5M15.2%646,729Trimmed
Z3 Capital Partners, LLC$16.2M9.7%411,393Added
Royal Bank of Canada$10.7M6.4%270,289Added
Janney Montgomery Scott LLC$7.0M4.2%177,451Trimmed
Raymond James Financial Inc$6.8M4.1%172,704Trimmed
LPL Financial LLC$5.1M3.1%130,039Added
Stifel Financial Corp$3.9M2.3%99,302Trimmed
Fca Corp$3.8M2.2%95,444Added
North Star Asset Management Inc$2.7M1.6%67,641Trimmed
Alessandra Capital Management, LLC$2.4M1.4%61,315Trimmed
Steward Partners Investment Advisory, LLC$2.2M1.3%56,961Added
1607 Capital Partners, LLC$2.2M1.3%56,187New
Cambridge Investment Research Advisors, Inc.$2.0M1.2%51,248Added
Bank of America Corp$1.8M1.1%46,684Added
UBS Group AG$1.7M1.0%43,824Trimmed
City of London Investment Management Co LTD$1.6M1.0%41,092Added
Gilliland Jeter Wealth Management LLC$1.5M0.9%37,494Added
Ameriprise Financial Inc$1.4M0.8%35,323Added
Chancellor Financial Group WB LP$1.2M0.7%31,366Added
Advisory Advocates, LLC$1.2M0.7%30,800Added
Oppenheimer & Co Inc$1.1M0.7%28,082Added
Private Advisor Group, LLC$1.1M0.6%26,708Added
HighTower Advisors, LLC$1.0M0.6%25,390Added
Shaker Financial Services, LLC$897K0.5%22,755New

Share of 13F holdings is each fund's shares as a share of the 4,251,722 BTO shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Morgan Stanley Added+$2.7M
  2. 1607 Capital Partners, LLC New+$2.2M
  3. Shaker Financial Services, LLC New+$897K
  4. J.w. Cole Advisors, Inc. New+$464K
  5. City of London Investment Management Co LTD Added+$424K
  6. Karpus Management, Inc. New+$382K
  7. Almanack Investment Partners, LLC. New+$378K
  8. Envestnet Asset Management Inc Added+$362K
  9. Osaic Holdings, Inc. Added+$341K
  10. Citadel Advisors LLC New+$335K

Biggest sellers in Q2 2026

  1. Janney Montgomery Scott LLC Trimmed-$618K
  2. Wolverine Asset Management LLC Sold out-$488K
  3. Redwood Wealth Management Group, LLC Sold out-$331K
  4. Wells Fargo & Company Trimmed-$265K
  5. Samalin Investment Counsel, LLC Trimmed-$241K
  6. Raymond James Financial Inc Trimmed-$224K
  7. Stifel Financial Corp Trimmed-$111K
  8. XTX Topco Ltd Trimmed-$70K
  9. PNC Financial Services Group, Inc. Trimmed-$66K
  10. MAI Capital Management Sold out-$62K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $10.0M and sold $2.7M; 28 added and 18 trimmed.

Questions about BTO ownership

Who owns BTO stock?
83 institutional investment managers reported BTO positions in their Form 13F filings for Q2 2026, holding 4,251,722 shares worth $168M in total. Morgan Stanley reported the largest position.
Are funds buying or selling BTO?
In Q2 2026, 11 managers opened new BTO positions, 28 added, 18 trimmed and 5 sold out. Managers that filed in both quarters added a net 182,838 shares.
How current is this BTO institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to BTO by CUSIP. Options are left out. BTO news and filings · BTO insider trades · Top funds