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Franklin Resources
BEN

Overview Fund Activity

557 hedge funds and large institutions have $6.74B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 180 increasing their positions, 214 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
7.47%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
92
Increased
180
Reduced
214
Closed
82
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$239M
2
Citadel Advisors
2
Citadel Advisors
Florida
$171M
3
ACL
3
Azora Capital LP
Florida
$76.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$227M
5
Holocene Advisors
5
Holocene Advisors
New York
$51.4M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$18.8M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$15M
3
BlackRock
3
BlackRock
New York
$671M
4
Invesco
4
Invesco
Georgia
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
226
Woodline Partners
California
$799K +$174K +7,308 +28%
SLWA
227
San Luis Wealth Advisors
California
$789K +$789K +33,083 New
Skandinaviska Enskilda Banken (SEB)
228
Skandinaviska Enskilda Banken (SEB)
Sweden
$779K -$656K -27,486 -46%
NAAA
229
New Age Alpha Advisors
New York
$773K -$830K -34,820 -52%
VPIM
230
Vanguard Personalized Indexing Management
California
$766K +$273K +11,432 +55%
GXJ
231
Global X Japan
Japan
$765K +$46.6K +1,954 +6%
QCG
232
Quadrant Capital Group
Ohio
$756K +$555K +23,253 +276%
AP
233
Americana Partners
Texas
$755K +$755K +31,639 New
ECA
234
Elevated Capital Advisors
Utah
$743K – – –
X
235
Xponance
Pennsylvania
$711K -$326K -13,650 -31%
LP
236
LMR Partners
United Kingdom
$687K +$687K +28,819 New
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$683K -$81.7K -3,283 -11%
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$677K – – –
Natixis Advisors
239
Natixis Advisors
Massachusetts
$664K +$129K +5,407 +24%
SKK
240
Shepherd Kaplan Krochuk
Massachusetts
$664K -$1.79K -75 -0.3%
KWM
241
Kingsview Wealth Management
Oregon
$659K +$659K +27,634 New
LOAMS
242
Lombard Odier Asset Management (Switzerland)
Switzerland
$658K -$425K -17,821 -39%
Corient Private Wealth
243
Corient Private Wealth
Florida
$655K +$244K +10,217 +59%
SW
244
SlateStone Wealth
Florida
$654K – – –
DADC
245
D.A. Davidson & Co
Montana
$645K +$46.7K +1,959 +8%
FMTC
246
Farmers & Merchants Trust Company
California
$640K +$9.14K +383 +1%
OPERF
247
Oregon Public Employees Retirement Fund
Oregon
$639K +$4.77K +200 +0.8%
FCH
248
Freestone Capital Holdings
Washington
$636K +$394K +16,505 +162%
CWM
249
CIBC World Markets
New York
$623K -$245K -10,289 -28%
SA
250
Sovran Advisors
California
$623K +$8.53K +348 +1%
8 9
10
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