BTONYSE
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
$35.90−0.01 (-0.03%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
4M
Shares held, 13F filers
Institutional holders
83
11 new, 5 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
6 buys · 0 sales
Net bought $29.48K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Morgan Stanley | 1,344,538 | 6.80% | 13G (passive) amendment | Dec 31, 2023 |
| First Trust Portfolios L.P. | 1,065,616 | 5.38% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BTO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Morgan Stanley | 1,258,587 | – | $49.61M | +68,969 | 0.00% |
| Wells Fargo & Company/Mn | 646,729 | – | $25.49M | −6,713 | 0.00% |
| Z3 Capital Partners, LLC | 411,393 | – | $16.22M | +2,432 | 3.40% |
| Royal Bank of Canada | 270,289 | – | $10.65M | +2,485 | 0.00% |
| Janney Montgomery Scott LLC | 177,451 | – | $7.00K | −15,684 | 0.01% |
| Raymond James Financial Inc | 172,704 | – | $6.81M | −5,686 | 0.00% |
| LPL Financial LLC | 130,039 | – | $5.13M | +2,159 | 0.00% |
| Stifel Financial Corp | 99,302 | – | $3.91M | −2,818 | 0.00% |
| Fca Corp /Tx | 95,444 | – | $3.76M | +6,460 | 0.93% |
| North Star Asset Management Inc | 67,641 | – | $2.67M | −175 | 0.10% |
| Alessandra Capital Management, LLC | 61,315 | – | $2.42M | −205 | 1.71% |
| Steward Partners Investment Advisory, LLC | 56,961 | – | $2.25M | +2,621 | 0.01% |
| 1607 Capital Partners, LLC | 56,187 | – | $2.21M | New | 0.19% |
| Cambridge Investment Research Advisors, Inc. | 51,248 | – | $2.02K | +3,036 | 0.00% |
| Bank Of America Corp /De/ | 46,684 | – | $1.84M | +1,533 | 0.00% |
| UBS Group AG | 43,824 | – | $1.73M | −717 | 0.00% |
| City Of London Investment Management Co Ltd | 41,092 | – | $1.62M | +10,767 | 0.10% |
| Gilliland Jeter Wealth Management LLC | 37,494 | – | $1.48M | +107 | 0.39% |
| Ameriprise Financial Inc | 35,323 | – | $1.39M | +1,314 | 0.00% |
| Chancellor Financial Group WB LP | 31,366 | – | $1.24M | +169 | 0.77% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | 4M | 11 / 30 | 18 / 5 | 0M | 0M |
| Q1 2026 | 78 | 4M | 10 / 30 | 20 / 13 | 0M | 0M |
| Q4 2025 | 84 | 4M | 17 / 25 | 18 / 9 | 1M | 0M |
| Q3 2025 | 76 | 4M | 14 / 15 | 26 / 5 | 0M | 1M |
| Q2 2025 | 67 | 4M | 5 / 27 | 16 / 6 | 0M | 0M |
| Q1 2025 | 68 | 4M | 4 / 25 | 19 / 9 | 0M | 0M |
| Q4 2024 | 74 | 4M | 12 / 21 | 20 / 9 | 1M | 0M |
| Q3 2024 | 75 | 4M | 9 / 26 | 20 / 2 | 0M | 0M |
| Q2 2024 | 68 | 4M | 8 / 28 | 12 / 7 | 0M | 3M |
| Q1 2024 | 68 | 7M | 3 / 23 | 22 / 10 | 1M | 0M |
| Q4 2023 | 75 | 5M | 16 / 19 | 19 / 4 | 2M | 0M |
| Q3 2023 | 64 | 4M | 6 / 23 | 19 / 6 | 0M | 0M |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Elisabeth Christino Stoll | Vice President, Investments | – | Sep 28, 2026 |
| Effie Georgountzos | CFO of the Adviser | – | Jul 31, 2025 |
| Jeff Nataupsky | CFO & Treasurer of the Adviser | – | Nov 6, 2024 |
| Christine Hurtsellers | Director | 163 | May 7, 2026 |
| Kenneth J. Phelan | Director | 270 | Jan 27, 2026 |
| Thomas Rowe Wright | Director | 378 | Apr 9, 2025 |
| William K. Bacic | – | 472 | Jul 22, 2026 |
| Noni Ellison McKee | – | 756 | Dec 26, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William K. Bacic – | Jul 22, 2026 | Buy | +184 | $40.62 | $7.47K | 472 |
| Christine Hurtsellers Director | May 6, 2026 | Buy | +163 | $37.38 | $6.09K | 163 |
| Christine Hurtsellers Director | May 6, 2026 | Buy | +156 | $37.38 | $5.83K | 319 |
| Christine Hurtsellers Director | May 6, 2026 | Buy | +0.03 | $37.49 | $1 | 321 |
| Christine Hurtsellers Director | May 6, 2026 | Buy | +2 | $37.38 | $75 | 321 |
| Kenneth J. Phelan Director | Jan 26, 2026 | Buy | +269.57 | $37.10 | $10.00K | 270 |
| Thomas Rowe Wright Director | Apr 8, 2025 | Buy | +378 | $29.55 | $11.17K | 378 |
| William K. Bacic – | Jan 14, 2025 | Buy | +288 | $34.70 | $9.99K | 288 |
| Noni Ellison McKee – | Dec 23, 2024 | Buy | +315 | $35.90 | $11.31K | 756 |
| Dean Garfield Director | Jan 2, 2024 | Buy | +512.96 | $30.55 | $15.67K | 513 |
| Noni Ellison McKee Director | Oct 12, 2023 | Buy | +76 | $25.52 | $1.94K | 178 |
| Noni Ellison McKee Director | Oct 12, 2023 | Buy | +2 | $25.50 | $51 | 102 |
| Noni Ellison McKee Director | Oct 12, 2023 | Buy | +254 | $25.52 | $6.48K | 432 |
| Noni Ellison McKee Director | Oct 12, 2023 | Buy | +100 | $24.48 | $2.45K | 100 |
| Steven R. Pruchansky – | Aug 5, 2022 | Sale | −1,091 | $37.94 | $41.39K | 212 |
| Frances G. Rathke – | Nov 17, 2020 | Buy | +367 | $27.27 | $10.01K | 367 |
| Hassell H. McClellan – | Sep 30, 2016 | Sale | −147 | $27.46 | $4.04K | 500 |
| James Boyle – | Jan 4, 2016 | Buy | +548 | $27.37 | $15.00K | 548 |
| Theron S. Hoffman – | Nov 19, 2013 | Sale | −81 | $22.22 | $1.80K | 655 |
| Charles L. Bardelis – | Nov 18, 2013 | Buy | +300 | $22.18 | $6.65K | 587 |
| Grace K. Fey – | Nov 12, 2013 | Sale | −73 | $21.71 | $1.58K | 497 |
| Hassell H. McClellan – | Apr 4, 2013 | Buy | +100 | $20.32 | $2.03K | 100 |
| Hassell H. McClellan – | Apr 4, 2013 | Buy | +444 | $20.32 | $9.02K | 544 |
| Thomas M. Kinzler Secretary and CLO of the Fund | Mar 4, 2013 | Buy | +150 | $19.92 | $2.99K | 150 |
| Thomas M. Kinzler Secretary and CLO of the Fund | Mar 4, 2013 | Buy | +100 | $19.91 | $1.99K | 254 |
| Peter S. Burgess – | Feb 6, 2013 | Buy | +418 | $19.26 | $8.05K | 518 |
| Peter S. Burgess – | Feb 6, 2013 | Buy | +5 | $19.30 | $97 | 623 |
| Peter S. Burgess – | Feb 6, 2013 | Buy | +100 | $19.30 | $1.93K | 618 |
| Peter S. Burgess – | Feb 6, 2013 | Buy | +100 | $19.26 | $1.93K | 100 |
| Gregory A. Russo – | Jan 16, 2013 | Buy | +265 | $18.92 | $5.01K | 894 |
| William H. Dr Cunningham – | Nov 30, 2012 | Buy | +187 | $17.40 | $3.25K | 507 |
| William H. Dr Cunningham – | Nov 30, 2012 | Buy | +100 | $17.40 | $1.74K | 607 |
| John G. Vrysen – | Nov 21, 2012 | Sale | −1,000 | $16.75 | $16.75K | 0 |
| Deborah C. Jackson – | Oct 31, 2011 | Buy | +200 | $14.28 | $2.86K | 697 |
| Deborah C. Jackson – | Aug 10, 2011 | Buy | +150 | $13.17 | $1.98K | 488 |
| Gregory A. Russo – | Jun 27, 2011 | Buy | +313 | $16.01 | $5.01K | 629 |
| William H. Dr Cunningham – | Mar 28, 2011 | Buy | +175 | $17.13 | $3.00K | 320 |
| Steven R. Pruchansky – | Feb 1, 2011 | Buy | +391 | $17.90 | $7.00K | 721 |
| John G. Vrysen – | Jan 26, 2011 | Sale | −455 | $17.70 | $8.05K | 1,045 |
| John G. Vrysen – | Jan 26, 2011 | Sale | −45 | $17.68 | $796 | 1,000 |
| Hugh McHaffie – | Nov 3, 2010 | Buy | +700 | $15.01 | $10.51K | 700 |
| Deborah C. Jackson – | Oct 19, 2010 | Buy | +325 | $15.00 | $4.88K | 325 |
| Steven R. Pruchansky – | Sep 16, 2010 | Buy | +130 | $14.95 | $1.94K | 330 |
| John G. Vrysen – | Jul 13, 2010 | Sale | −500 | $15.40 | $7.70K | 1,500 |
| Steven R. Pruchansky – | Sep 15, 2009 | Buy | +150 | $13.67 | $2.05K | 200 |
| John A. /Ma/ Moore Trustee of the Fund | Aug 6, 2009 | Buy | +500 | $14.14 | $7.07K | 500 |
| John A. /Ma/ Moore – | Jun 22, 2009 | Sale | −250 | $11.71 | $2.93K | 0 |
| John G. Vrysen – | Apr 16, 2009 | Sale | −200 | $12.16 | $2.43K | 2,000 |
| John G. Vrysen – | Feb 20, 2009 | Buy | +300 | $8.70 | $2.61K | 2,200 |
| John G. Vrysen – | Feb 18, 2009 | Buy | +300 | $10.00 | $3.00K | 1,900 |
| John G. Vrysen COO of the Fund | Jan 20, 2009 | Buy | +200 | $10.68 | $2.14K | 1,400 |
| John G. Vrysen COO of the Fund | Jan 20, 2009 | Buy | +200 | $10.40 | $2.08K | 1,600 |
| John G. Vrysen COO of the Fund | Jan 16, 2009 | Buy | +200 | $11.60 | $2.32K | 1,000 |
| John G. Vrysen COO of the Fund | Jan 16, 2009 | Buy | +200 | $11.25 | $2.25K | 1,200 |
| John G. Vrysen COO of the Fund | Jan 15, 2009 | Buy | +200 | $11.99 | $2.40K | 800 |
| John G. Vrysen COO of the Fund | Jan 13, 2009 | Buy | +200 | $12.25 | $2.45K | 600 |
| John G. Vrysen COO of the Fund | Dec 24, 2008 | Buy | +400 | $3.20 | $1.28K | 1,600 |
| James F. Carlin – | Dec 24, 2008 | Buy | +1,000 | $3.26 | $3.26K | 1,400 |
| John G. Vrysen COO of the Fund | Dec 22, 2008 | Buy | +400 | $3.35 | $1.34K | 1,200 |
| Stanley Martin – | Dec 22, 2008 | Buy | +900 | $3.35 | $3.02K | 900 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.