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Franklin Resources

569 hedge funds and large institutions have $6.58B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 213 increasing their positions, 185 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 89

3% less funds holding

Funds holding: 588569 (-19)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
569
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.8M
Puts
$32.6M
Net Calls
Net Calls Change

Top Buyers

1 +$61.9M
2 +$58.6M
3 +$47.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$43.6M
5
BlackRock
BlackRock
New York
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
226
Gold Investment Management
Alberta, Canada
$977K
D.E. Shaw & Co
227
D.E. Shaw & Co
New York
$957K
WCBA
228
Weaver C. Barksdale & Associates
Tennessee
$926K
SA
229
Sovran Advisors
California
$915K
ECM
230
Everence Capital Management
Indiana
$911K
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$904K
Group One Trading
232
Group One Trading
Illinois
$856K
ECA
233
Elevated Capital Advisors
Utah
$847K
OPERF
234
Oregon Public Employees Retirement Fund
Oregon
$841K
VPIM
235
Vanguard Personalized Indexing Management
California
$827K
UCB
236
United Community Bank
South Carolina
$813K
VI
237
Vestcor Inc
New Brunswick, Canada
$791K
MOACM
238
Mutual of America Capital Management
New York
$788K
RIM
239
Redwood Investment Management
Arizona
$773K
CWM
240
CIBC World Markets
New York
$767K
QCG
241
Quadrant Capital Group
Ohio
$763K
AWC
242
Abundance Wealth Counselors
Pennsylvania
$762K
AP
243
Americana Partners
Texas
$738K
Pacer Advisors
244
Pacer Advisors
Pennsylvania
$732K
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$730K
SOADOR
246
State of Alaska Department of Revenue
Alaska
$728K
SFA
247
Sequoia Financial Advisors
Ohio
$719K
Neuberger Berman Group
248
Neuberger Berman Group
New York
$714K
Corient Private Wealth
249
Corient Private Wealth
Florida
$714K
DADC
250
D.A. Davidson & Co
Montana
$696K