Who Owns John Hancock Preferred Income Fund II (HPF)?Hedge Fund & Institutional Holders

$15.72+0.06 (+0.38%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.687000519000031e+157T

% of Float Held

—

QoQ Change in Holders

+13 / -3

Price History

$15.08$16.04$17.00$17.96$18.92Aug 24Jun 25Mar 26

HPF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Axim Planning & WealthNew Position+323K+$5.2B
J.W. COLE ADVISORS, INC.New Position+144K+$2.3B
GUGGENHEIM CAPITAL LLCIncreased+103K+$634.6M
Spire Wealth ManagementNew Position+13K+$201.0M
UBS Group AGIncreased+22K+$81.1M
Glass Jacobson Investment Advisors llcNew Position+2K+$31.0M
SOA Wealth Advisors, LLC.New Position+2K+$26.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+845+$13.0M
Asset Dedication, LLCNew Position+600+$9.0M
COUNTRY TRUST BANKNew Position+550+$8.0M
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.New Position+500+$8.0M
Janney Montgomery Scott LLCNew Position+291K+$4.0M
KESTRA PRIVATE WEALTH SERVICES, LLCNew Position+20K+$321K
Vanguard Capital Wealth AdvisorsNew Position+19K+$308K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+18K+$298K

HPF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-2K-$905.5M
Invesco Ltd.Decreased-32K-$663.6M
RAYMOND JAMES FINANCIAL INCDecreased-7K-$530.0M
Cetera Investment AdvisersDecreased-442-$509.8M
WELLS FARGO & COMPANY/MNDecreased-501-$469.9M
STIFEL FINANCIAL CORPDecreased-1K-$386.2M
Private Advisor Group, LLCDecreased-6K-$345.2M
NewEdge Advisors, LLCDecreased-700-$325.3M
StoneX Group Inc.Decreased-557-$195.3M
PNC FINANCIAL SERVICES GROUP, INC.Closed Position-3K-$50.5M
Koshinski Asset Management, Inc.Decreased-67-$34.3M
Advisory Services Network, LLCClosed Position-404-$6.8M
READYSTATE ASSET MANAGEMENT LPClosed Position-12K-$194K
COHEN & STEERS, INC.Decreased-5K-$190K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG353,896$5.7B0.00%Share
2Axim Planning & Wealth323,010$5.2B5.46%Share
3GUGGENHEIM CAPITAL LLC243,009$3.0B0.02%Share
4Invesco Ltd.150,552$2.4B0.00%Share
5J.W. COLE ADVISORS, INC.143,956$2.3B0.06%Share
6WELLS FARGO & COMPANY/MN82,355$1.0B0.00%Share
7Everstar Asset Management, LLC57,760$928.0M0.50%Share
8Koshinski Asset Management, Inc.42,384$681.0M0.04%Share
9Spire Wealth Management12,565$201.0M0.01%Share
10UBS Group AG4,784$76.0M0.00%Share
11UBS Group AG2,951$47.0M0.00%Share
12Glass Jacobson Investment Advisors llc1,975$31.0M0.01%Share
13SOA Wealth Advisors, LLC.1,678$26.0M0.00%Share
14Anchor Investment Management, LLC1,153$18.5M0.00%Share
15INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC845$13.0M0.00%Share
16Asset Dedication, LLC600$9.0M0.00%Share
17THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.500$8.0M0.00%Share
18COUNTRY TRUST BANK550$8.0M0.00%Share
19Janney Montgomery Scott LLC290,766$4.0M0.01%Share
20Sound Income Strategies, LLC200$3.0M0.00%Share
21HIGHLINE WEALTH PARTNERS LLC200$3.0M0.00%Share
22COHEN & STEERS, INC.136,687$2.2M0.00%Share
23MORGAN STANLEY164,294$2.0M0.00%Share
24Farther Finance Advisors, LLC160$2.0M0.00%Share
25LPL Financial LLC95,557$1.0M0.00%Share
26Kestra Advisory Services, LLC66,744$1.0M0.00%Share
27KESTRA PRIVATE WEALTH SERVICES, LLC20,022$321K0.00%Share
28Vanguard Capital Wealth Advisors19,200$308K0.25%Share
29WEALTH ENHANCEMENT ADVISORY SERVICES, LLC18,498$298K0.00%Share
30Live Oak Private Wealth LLC10,891$175K0.02%Share
31WEBSTER BANK, N. A.2,879$46K0.00%Share
32OSAIC HOLDINGS, INC.45,845$00.00%Share
33WELLS FARGO & COMPANY/MN4,380$00.00%Share
34Global Retirement Partners, LLC2,873$00.00%Share
35Larson Financial Group LLC250$00.00%Share
36MSH Capital Advisors LLC12,358$00.00%Share
37ROYAL BANK OF CANADA75$00.00%Share
38ROYAL BANK OF CANADA30,322$00.00%Share
39Private Advisor Group, LLC14,861$00.00%Share
40StoneX Group Inc.10,952$00.00%Share
41JANE STREET GROUP, LLC3,533$00.00%Share
42JANE STREET GROUP, LLC7,690$00.00%Share
43HUNTINGTON NATIONAL BANK1$00.00%Share
44Cetera Investment Advisers29,815$00.00%Share
45COMMONWEALTH EQUITY SERVICES, LLC29,004$00.00%Share
46WEDBUSH SECURITIES INC25,147$00.00%Share
47NewEdge Advisors, LLC18,608$00.00%Share
48RAYMOND JAMES FINANCIAL INC18,285$00.00%Share
49RAYMOND JAMES FINANCIAL INC6,372$00.00%Share
50OSAIC HOLDINGS, INC.7,066$00.00%Share

HPF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202547$21.7B+18
Q3 202529$19.4B-18
Q2 202547$25.4B+5
Q1 202542$28.9B-5
Q4 202447$868.6B+9
Q3 202438$2.0T-2
Q2 202440$1.3T+7
Q1 202433$1.3T—

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As of Q4 2025, 50 institutional investors hold HPF (John Hancock Preferred Income Fund II). The largest holder is UBS Group AG with $5.7B in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HPF?

As of Q4 2025, 50 institutional investors report holding HPF (John Hancock Preferred Income Fund II) in their 13F filings.

Who is the largest institutional holder of HPF?

The largest institutional holder of HPF is UBS Group AG with $5.7B in shares.

Is institutional ownership of HPF increasing or decreasing?

This quarter, 13 institutions opened new positions in HPF and 3 closed their positions.