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

$14.47+0.08 (+0.56%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.677500032200002e+206T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$13.62$14.52$15.43$16.33$17.24Aug 24Jun 25Mar 26

HPS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
J.W. COLE ADVISORS, INC.New Position+61K+$873.0M
Activest Wealth ManagementNew Position+60K+$869.0M
Sowell Financial Services LLCNew Position+45K+$647.0M
Post Resch Tallon Group Inc.New Position+26K+$371.0M
Arkfeld Wealth Strategies, L.L.C.New Position+25K+$356.0M
Logan Stone Capital, LLCNew Position+18K+$260.0M
KEYBANK NATIONAL ASSOCIATION/OHNew Position+17K+$244.0M
B. Riley Wealth Advisors, Inc.New Position+10K+$150.0M
Cherry Creek Investment Advisors, Inc.New Position+10K+$144.0M
BankPlus Trust DepartmentNew Position+3K+$36.0M
PRIVATE TRUST CO NANew Position+2K+$28.0M
BARRETT & COMPANY, INC.New Position+1K+$17.0M
CoreCap Advisors, LLCNew Position+1K+$16.0M
Olistico Wealth, LLCNew Position+1K+$14.0M
Geneos Wealth Management Inc.New Position+350+$5.0M

HPS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-7K-$2.7B
Invesco Ltd.Decreased-45K-$921.8M
WELLS FARGO & COMPANY/MNDecreased-9K-$763.9M
GUGGENHEIM CAPITAL LLCDecreased-6K-$666.8M
NewEdge Advisors, LLCDecreased-1K-$315.0M
Mariner, LLCDecreased-251-$198.3M
Rockefeller Capital Management L.P.Decreased-3K-$165.2M
Stratos Wealth Partners, LTD.Closed Position-10K-$159.3M
US BANCORP \DE\Closed Position-4K-$67.9M
FIFTH THIRD BANCORPClosed Position-3K-$44.5M
Allworth Financial LPDecreased-720-$13.9M
Advisory Services Network, LLCClosed Position-225-$3.5M
PHILADELPHIA TRUST CODecreased-13K-$247K
COHEN & STEERS, INC.Decreased-5K-$108K
BANK OF AMERICA CORP /DE/Decreased-972-$-2.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG1,164,156$16.8B2.72%Share
2Invesco Ltd.223,508$3.2B0.49%Share
3GUGGENHEIM CAPITAL LLC166,776$2.0B14.32%Share
4ROYAL BANK OF CANADA161,596$2.0B0.33%Share
5BANK OF AMERICA CORP /DE/140,692$2.0B0.15%Share
6AMERIPRISE FINANCIAL INC156,631$2.0B0.45%Share
7Fiera Capital Corp115,546$1.0B3.17%Share
8J.W. COLE ADVISORS, INC.60,647$873.0M0.02%Share
9Activest Wealth Management60,353$869.0M0.16%Share
10Sowell Financial Services LLC44,913$647.0M0.02%Share
11Post Resch Tallon Group Inc.25,783$371.0M0.31%Share
12Arkfeld Wealth Strategies, L.L.C.24,620$356.0M0.12%Share
13Logan Stone Capital, LLC18,084$260.0M0.06%Share
14KEYBANK NATIONAL ASSOCIATION/OH17,000$244.0M0.87%Share
15B. Riley Wealth Advisors, Inc.10,456$150.0M0.01%Share
16Cherry Creek Investment Advisors, Inc.10,000$144.0M0.06%Share
17UBS Group AG6,700$96.0M0.02%Share
18COMERICA BANK3,250$46.0M0.18%Share
19BankPlus Trust Department2,505$36.0M0.01%Share
20UBS Group AG2,432$35.0M0.01%Share
21PRIVATE TRUST CO NA2,000$28.0M0.00%Share
22BARRETT & COMPANY, INC.1,190$17.0M0.01%Share
23CoreCap Advisors, LLC1,128$16.0M0.00%Share
24Olistico Wealth, LLC1,019$14.0M0.01%Share
25MORGAN STANLEY781,383$11.0M0.00%Share
26CoreFirst Bank & Trust500$7.0M0.00%Share
27HIGHLINE WEALTH PARTNERS LLC500$7.0M0.00%Share
28Geneos Wealth Management Inc.350$5.0M0.00%Share
29Caldwell Trust Co390$5.0M0.00%Share
30Asset Dedication, LLC300$4.0M0.00%Share
31LPL Financial LLC296,324$4.0M0.00%Share
32NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO42,934$2.9M0.00%Share
33Glass Jacobson Investment Advisors llc150$2.0M0.00%Share
34COUNTRY TRUST BANK200$2.0M0.04%Share
35Cetera Investment Advisers169,146$2.0M0.00%Share
36PHILADELPHIA TRUST CO41,700$601K0.04%Share
37Live Oak Private Wealth LLC38,630$556K0.08%Share
38COHEN & STEERS, INC.29,447$424K0.00%Share
39READYSTATE ASSET MANAGEMENT LP29,044$418K0.02%Share
40WEALTH ENHANCEMENT ADVISORY SERVICES, LLC26,580$385K0.00%Share
41Focus Financial Network, Inc.12,716$183K0.01%Share
42HARBOUR INVESTMENTS, INC.600$8K0.00%Share
43Allworth Financial LP180$2K0.00%Share
44PNC FINANCIAL SERVICES GROUP, INC.71$00.00%Share
45PNC FINANCIAL SERVICES GROUP, INC.2,000$00.00%Share
46WELLS FARGO & COMPANY/MN38,879$00.00%Share
47WELLS FARGO & COMPANY/MN1,860$00.00%Share
48OSAIC HOLDINGS, INC.40,944$00.00%Share
49HighTower Advisors, LLC22,666$00.00%Share
50MORGAN STANLEY1$00.00%Share

HPS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202561$33.3B+23
Q3 202538$41.2B-20
Q2 202558$37.4B+0
Q1 202558$52.4B-7
Q4 202465$884.2B+18
Q3 202447$5.3T+2
Q2 202445$3.1T+4
Q1 202441$519.3B—

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As of Q4 2025, 50 institutional investors hold HPS (John Hancock Preferred Income Fund III). The largest holder is UBS Group AG with $16.8B in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own HPS?

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

Who is the largest institutional holder of HPS?

The largest institutional holder of HPS is UBS Group AG with $16.8B in shares.

Is institutional ownership of HPS increasing or decreasing?

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