Inst. Holders
35 funds
BTO
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
$36.45 ▲ +1.79%
Prev close $35.813 New Institutional Positions
Snapshot
The big-picture read on BTO right now — valuation, ownership and activity at a glance.
Inst. Value
$117.1M
Inst. Activity
3 buys / 2 sells
Insider Activity
$19.5K buy / $0.00 sell
Insider Net $
$19.5K
Social Sentiment
39° Cool
Price chart 30d -8.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 earnings
John Hancock Financial Opportunities Fund Notice to Shareholders - Sources of Distribution Under Section 19(a)
BOSTON, Sept. 30, 2026 /PRNewswire/ -- John Hancock Financial Opportunities Fund (NYSE: BTO) (the "F
Jul 22, 2026 Insider
Bacic William K bought 184 shares
$40.62 ($7.5K)
Jun 30, 2026 Inst.
OSAIC HOLDINGS, INC. — ADD
19,452 shares ($767.1K)
Jun 30, 2026 Inst.
ENVESTNET ASSET MANAGEMENT INC — DOUBLED
15,410 shares ($607.5K)
May 6, 2026 Insider
Hurtsellers Christine bought 163 shares
Director @ $37.38 ($6.1K)
May 6, 2026 Insider
Hurtsellers Christine bought 156 shares
Director @ $37.38 ($5.8K)
Social media sentiment mood +25.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
39°
Cool
BearishNeutralBullish
Recent posts
Why Schwab requires higher level approval for BTO puts but allows STO puts?
▲ 1 · 💬 1· ⚡ 0.5
Red days separate watchlists from wishlists
▲ 1 · 💬 0· ⚡ 0.5
Long 180dte straddle + short OTM weekly puts on the Swedish index
▲ 1 · 💬 0· ⚡ 0.5
ATM Calendars Are Doing Amazing Rn
▲ 1 · 💬 0· ⚡ 0.4
SBF / BTO 2026
▲ 1 · 💬 0· ⚡ 0.5
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
earnings
John Hancock Financial Opportunities Fund Notice to Shareholders - Sources of Distribution Under Section 19(a)
BOSTON, Sept. 30, 2026 /PRNewswire/ -- John Hancock Financial Opportunities Fund (NYSE: BTO) (the "Fund"), a closed-end fund managed by John Hancock I
Aug 17, 2026
earnings_calendar
BTO Q2 2026 Earnings Scheduled — 2026-08-17
Feb 23, 2026
earnings_calendar
BTO Q4 2025 Earnings Scheduled — 2026-02-23
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
Institutional ownership
Which big funds own BTO (from quarterly 13F filings) and who is adding or trimming.
35 institutional holders with $117.1M total value (2,970,310 shares) as of 2026-Q2. Top holders: MORGAN, WELLS, ROYAL. Net buying activity: 3 institutions added/increased vs 2 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MORGAN STANLEY | 1,258,587 | $49.6M | 42.4% | — |
| WELLS FARGO & COMPANY/MN | 646,729 | $25.5M | 21.8% | — |
| ROYAL BANK OF CANADA | 270,289 | $10.7M | 9.1% | — |
| RAYMOND JAMES FINANCIAL INC | 172,704 | $6.8M | 5.8% | — |
| LPL Financial LLC | 130,039 | $5.1M | 4.4% | TRIM -30.9% |
| STIFEL FINANCIAL CORP | 99,302 | $3.9M | 3.3% | ADD +28.2% |
| Steward Partners Investment Advisory, LLC | 56,961 | $2.2M | 1.9% | ADD +26.2% |
| BANK OF AMERICA CORP /DE/ | 46,684 | $1.8M | 1.6% | — |
| UBS Group AG | 43,824 | $1.7M | 1.5% | — |
| AMERIPRISE FINANCIAL INC | 35,323 | $1.4M | 1.2% | ADD +38.6% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | ADD | 10,805 | 19,452 | +80.0% | $767.1K |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 6,234 | 15,410 | +147.2% | $607.5K |
| JPMORGAN CHASE & CO | DOUBLED | 22 | 830 | +3672.7% | $32.5K |
| PNC FINANCIAL SERVICES GROUP, INC. | NEAR_EXIT | 2,029 | 357 | -82.4% | $14.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | TRIM | 118 | 80 | -32.2% | $3.2K |
| AMERIPRISE FINANCIAL INC | ADD | 24,540 | 34,009 | +38.6% | $1.2M |
| Mariner, LLC | TRIM | 27,765 | 14,030 | -49.5% | $503.2K |
| WOLVERINE ASSET MANAGEMENT LLC | NEAR_EXIT | 76,148 | 13,603 | -82.1% | $487.9K |
| OSAIC HOLDINGS, INC. | TRIM | 16,462 | 10,805 | -34.4% | $387.6K |
| Farther Finance Advisors, LLC | ADD | 1,225 | 2,145 | +75.1% | $76.3K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
2 insiders, 5 transactions. Net $19.5K — $19.5K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 22, 2026 | Bacic William K | BUY | 184 | $40.62 | $7.5K | |
| May 6, 2026 | Hurtsellers Christine | Director | BUY | 163 | $37.38 | $6.1K |
| May 6, 2026 | Hurtsellers Christine | Director | BUY | 156 | $37.38 | $5.8K |
| May 6, 2026 | Hurtsellers Christine | Director | BUY | 2 | $37.38 | $74.76 |
| May 6, 2026 | Hurtsellers Christine | Director | BUY | 0.027 | $37.49 | $1.01 |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BTO.
Shares short
3,838
Settlement Sep 15, 2026
Change vs prior
+305.3%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume