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

$15.91-0.08 (-0.50%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0234700040004e+121T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$15.00$16.07$17.15$18.23$19.30Aug 24Jun 25Mar 26

HPI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+268K+$4.0M
J.W. COLE ADVISORS, INC.New Position+136K+$2.2M
TSP Capital Management Group, LLCNew Position+129K+$2.1M
Advisory Resource GroupNew Position+103K+$1.7M
SAM Advisors, LLCNew Position+32K+$518K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+26K+$418K
KPP Advisory Services LLCNew Position+23K+$379K
Sanctuary Advisors, LLCNew Position+22K+$363K
Avidian Wealth Enterprises, LLCNew Position+21K+$339K
Mallini Complete Financial Planning LLCNew Position+17K+$281K
HALBERT HARGROVE GLOBAL ADVISORS, LLCNew Position+13K+$214K
B. Riley Wealth Advisors, Inc.New Position+13K+$208K
Merit Financial Group, LLCNew Position+12K+$191K
Sowell Financial Services LLCNew Position+11K+$176K
Birchwood Financial Partners, Inc.New Position+4K+$72K

HPI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ROYAL BANK OF CANADADecreased-3K-$4.4B
Invesco Ltd.Decreased-40K-$3.9B
RAYMOND JAMES FINANCIAL INCDecreased-621-$2.1B
Kestra Advisory Services, LLCDecreased-11K-$1.7B
HighTower Advisors, LLCDecreased-6K-$609.3M
WELLS FARGO & COMPANY/MNDecreased-5K-$557.9M
NewEdge Advisors, LLCDecreased-791-$361.8M
JANE STREET GROUP, LLCClosed Position-19K-$334.8M
Everstar Asset Management, LLCDecreased-1K-$251.7M
Arlington Capital Management, Inc.Closed Position-13K-$218.5M
Allworth Financial LPDecreased-2K-$108.5M
Smallwood Wealth Investment Management, LLCDecreased-1K-$52.4M
HUNTINGTON NATIONAL BANKClosed Position-2K-$35.2M
HARBOUR INVESTMENTS, INC.Decreased-1K-$23.9M
Strategic Wealth Partners, Ltd.Closed Position-825-$14.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG632,129$10.2M0.00%Share
2MORGAN STANLEY476,722$7.0M0.00%Share
3ROYAL BANK OF CANADA251,358$4.0M0.00%Share
4COMMONWEALTH EQUITY SERVICES, LLC267,872$4.0M0.01%Share
5LPL Financial LLC188,028$3.0M0.00%Share
6GUGGENHEIM CAPITAL LLC211,737$3.0M0.02%Share
7Invesco Ltd.183,259$3.0M0.00%Share
8COHEN & STEERS, INC.140,564$2.3M0.00%Share
9J.W. COLE ADVISORS, INC.136,169$2.2M0.05%Share
10TSP Capital Management Group, LLC129,360$2.1M0.51%Share
11Advisory Resource Group103,195$1.7M0.29%Share
12RAYMOND JAMES FINANCIAL INC113,482$1.0M0.00%Share
13Fiera Capital Corp103,315$1.0M0.00%Share
14Kestra Advisory Services, LLC85,928$1.0M0.00%Share
15BANK OF AMERICA CORP /DE/103,671$1.0M0.00%Share
16SAM Advisors, LLC32,032$518K0.16%Share
17Stratos Wealth Partners, LTD.27,565$446K0.01%Share
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC25,712$418K0.00%Share
19KPP Advisory Services LLC23,460$379K0.06%Share
20Sanctuary Advisors, LLC22,434$363K0.00%Share
21Avidian Wealth Enterprises, LLC21,000$339K0.01%Share
22LaSalle St. Investment Advisors, LLC18,345$297K0.05%Share
23Mallini Complete Financial Planning LLC17,407$281K0.23%Share
24Everstar Asset Management, LLC13,520$218K0.12%Share
25HALBERT HARGROVE GLOBAL ADVISORS, LLC13,248$214K0.01%Share
26B. Riley Wealth Advisors, Inc.12,902$208K0.01%Share
27Merit Financial Group, LLC11,848$191K0.00%Share
28Sowell Financial Services LLC10,900$176K0.01%Share
29UBS Group AG5,851$94K0.00%Share
30Birchwood Financial Partners, Inc.4,494$72K0.07%Share
31Allworth Financial LP4,283$69K0.00%Share
32HARBOR INVESTMENT ADVISORY, LLC3,675$59K0.00%Share
33Geneos Wealth Management Inc.2,680$43K0.00%Share
34Sound Income Strategies, LLC2,150$34K0.00%Share
35Smallwood Wealth Investment Management, LLC2,039$33K0.02%Share
36CITY HOLDING CO2,000$32K0.00%Share
37UBS Group AG699$11K0.00%Share
38HIGHLINE WEALTH PARTNERS LLC500$8K0.00%Share
39PRIVATE TRUST CO NA553$8K0.00%Share
40Piscataqua Savings Bank400$6K0.00%Share
41ASSETMARK, INC315$5K0.00%Share
42COUNTRY TRUST BANK350$5K0.00%Share
43Asset Dedication, LLC300$4K0.00%Share
44HARBOUR INVESTMENTS, INC.200$3K0.00%Share
45INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC146$2K0.00%Share
46WEBSTER BANK, N. A.164$2K0.00%Share
47Arax Advisory Partners2,265$00.00%Share
48Parallel Advisors, LLC1,000$00.00%Share
49ENVESTNET ASSET MANAGEMENT INC29,121$00.00%Share
50Global Retirement Partners, LLC3,768$00.00%Share

HPI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202564$51.0M+28
Q3 202536$45.6B-23
Q2 202559$43.3B-3
Q1 202562$54.2B+8
Q4 202454$1.4T+15
Q3 202439$36.7T-3
Q2 202442$31.9T+2
Q1 202440$27.3T—

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As of Q4 2025, 50 institutional investors hold HPI (John Hancock Preferred Income Fund). The largest holder is UBS Group AG with $10.2M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own HPI?

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

Who is the largest institutional holder of HPI?

The largest institutional holder of HPI is UBS Group AG with $10.2M in shares.

Is institutional ownership of HPI increasing or decreasing?

This quarter, 15 institutions opened new positions in HPI and 4 closed their positions.