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John Hancock Hedged Equity & Income Fund
HEQ • NYSE
John Hancock Hedged Equity & Income Fund is a publicly traded company on NYSE. As of Q3 2025, 32 institutional investors hold shares in this company, with total holdings valued at $28.6M. MORGAN STANLEY is the largest holder with a position valued at $4.6M.
Websitejhinvestments.com
Overview
Overview of institutional ownership in HEQ as of Q3 2025
All Institutions
- Institutions
- 32
- Value Held
- $28.6M
- Shares Held
- 2.7M
- Avg Position
- $893.1K
- Median Position
- $428.2K
Hedge Funds
- Hedge Funds
- 6
- Value Held
- $6.8M
- Shares Held
- 634.9K
- Avg Position
- $1.1M
- Median Position
- $1.1M
Biggest Investors
Institutions with the largest positions in HEQ as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $4.6M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $3.1M 0.00% of portfolio |
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy | $2.7M 0.09% of portfolio |
 Shaker Financial Services, LLC RIA/Wealth | $2.6M 0.90% of portfolio |
 PRINCIPAL SECURITIES, INC. RIA/Wealth | $1.6M 0.03% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.5M 0.00% of portfolio |
 1607 Capital Partners, LLC Hedge Fund•Sector | $1.3M 0.10% of portfolio |
 CNH PARTNERS LLC Hedge Fund•Multi-Strategy | $1.2M 0.05% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $1.0M 0.00% of portfolio |
 Invesco Ltd. ETF Provider | $987.3K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for HEQ in Q3 2025
- Traded
- +$1.2M
- Buyers
- 20
- Sellers
- 11
- Total Bought
- +$2.0M
- Total Sold
- −$821.4K
- Avg Position
- $866.1K
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Verition Fund Management LLC Hedge Fund•Multi-Strategy | +$282.9K +26.6K shares |
 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | +$268.7K +25.2K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$243.2K +22.8K shares |
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy | +$240.9K +22.6K shares |
Shaker Financial Services, LLC RIA/Wealth | +$236.5K +22.2K shares |
 Cetera Investment Advisers RIA/Wealth | +$200.9K +18.9K shares |
MORGAN STANLEY RIA/Wealth | +$133.5K +12.5K shares |
Invesco Ltd. ETF Provider | +$107.5K +10.1K shares |
 AMERIPRISE FINANCIAL INC Institution | +$88.3K +8.3K shares |
L LPL Financial LLC Institution | +$71.6K +6.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
G GUGGENHEIM CAPITAL LLC Institution | −$278.6K −26.2K shares |
1607 Capital Partners, LLC Hedge Fund•Sector | −$138.8K −13.0K shares |
K Karpus Management, Inc. Institution | −$126.5K −11.9K shares |
CNH PARTNERS LLC Hedge Fund•Multi-Strategy | −$85.6K −8.0K shares |
A Advisor Group Holdings, Inc. Institution | −$56.7K −5.3K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$55.6K −5.2K shares |
 Pathstone Holdings, LLC Family Office | −$38.5K −3.6K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$24.9K −2.3K shares |
 NWF Advisory Services Inc. RIA/Wealth | −$8.5K −800.0 shares |
 Hanson McClain, Inc. RIA/Wealth | −$5.0K −470.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited HEQ in Q3 2025
- New Positions
- 3
- New Value
- $487.4K
- Exited Positions
- 1
- Exited Value
- $5.0K
New Positions
| Institution | Position Value |
|---|---|
Verition Fund Management LLC Hedge Fund•Multi-Strategy | $282.9K 26.6K shares |
Cetera Investment Advisers RIA/Wealth | $200.9K 18.9K shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $3.6K 340.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Hanson McClain, Inc. RIA/Wealth | $5.0K 470.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in HEQ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with HEQ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | 0.90% $2.6M |
 ROBINSON CAPITAL MANAGEMENT, LLC Long Only Manager | 0.24% $322.8K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.13% $851.1K |
1607 Capital Partners, LLC Hedge Fund•Sector | 0.10% $1.3M |
S Saba Capital Management, L.P. Hedge Fund•Multi-Strategy | 0.09% $2.7M |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.06% $951.8K |
CNH PARTNERS LLC Hedge Fund•Multi-Strategy | 0.05% $1.2M |
PRINCIPAL SECURITIES, INC. RIA/Wealth | 0.03% $1.6M |
 Kovack Advisors, Inc. RIA/Wealth | 0.02% $245.6K |
NWF Advisory Services Inc. RIA/Wealth | 0.02% $196.0K |
Hedge Fund Spotlight
Discover hedge funds investing in HEQ
1607 Capital Partners, LLC
Hedge Fund • Sector
Portfolio ManagerAshley Watson Long
- Portfolio Value
- $1.3B
- Positions
- 120
- Last Reported
- Q3 2025
Sector Allocation
J
Position in John Hancock Hedged Equity & Income Fund
- Market Value
- $1.3M
- Shares Held
- 122.3K
- Portfolio Weight
- 0.10%
- Owned Since
- 2023-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $99.0M | 7.46% | |
ETF ETF | $91.3M | 6.88% | |
ETF ETF | $85.3M | 6.43% |
