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Franklin Resources

561 hedge funds and large institutions have $6.75B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 181 increasing their positions, 215 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 555561 (+6)

0.71% more ownership

Funds ownership: 53.18%53.88% (+0.71%)

16% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 215

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.9M
Puts
$30.7M
Net Calls
Net Calls Change

Top Buyers

1 +$219M
2 +$161M
3 +$76.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$54.6M
5
Holocene Advisors
Holocene Advisors
New York
+$51.4M

Top Sellers

1 -$90.7M
2 -$64.1M
3 -$52.1M
4
Invesco
Invesco
Georgia
-$46.1M
5
Goldman Sachs
Goldman Sachs
New York
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
226
Woodline Partners
California
$799K
SLWA
227
San Luis Wealth Advisors
California
$789K
Skandinaviska Enskilda Banken (SEB)
228
Skandinaviska Enskilda Banken (SEB)
Sweden
$779K
NAAA
229
New Age Alpha Advisors
New York
$773K
VPIM
230
Vanguard Personalized Indexing Management
California
$766K
GXJ
231
Global X Japan
Japan
$765K
QCG
232
Quadrant Capital Group
Ohio
$756K
AP
233
Americana Partners
Texas
$755K
ECA
234
Elevated Capital Advisors
Utah
$743K
X
235
Xponance
Pennsylvania
$711K
LP
236
LMR Partners
United Kingdom
$687K
Wealth Enhancement Advisory Services
237
Wealth Enhancement Advisory Services
Minnesota
$683K
Public Employees Retirement Association of Colorado
238
Public Employees Retirement Association of Colorado
Colorado
$677K
Natixis Advisors
239
Natixis Advisors
Massachusetts
$664K
SKK
240
Shepherd Kaplan Krochuk
Massachusetts
$664K
KWM
241
Kingsview Wealth Management
Oregon
$659K
LOAMS
242
Lombard Odier Asset Management (Switzerland)
Switzerland
$658K
SW
243
SlateStone Wealth
Florida
$654K
Corient Private Wealth
244
Corient Private Wealth
Florida
$646K
DADC
245
D.A. Davidson & Co
Montana
$645K
FMTC
246
Farmers & Merchants Trust Company
California
$640K
OPERF
247
Oregon Public Employees Retirement Fund
Oregon
$639K
FCH
248
Freestone Capital Holdings
Washington
$636K
CWM
249
CIBC World Markets
New York
$623K
SA
250
Sovran Advisors
California
$623K