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Franklin Resources

565 hedge funds and large institutions have $6.77B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 183 increasing their positions, 217 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $30.7M

24% more capital invested

Capital invested by funds: $5.46B → $6.77B (+$1.31B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 85

1% more funds holding

Funds holding: 562565 (+3)

0.12% more ownership

Funds ownership: 53.94%54.06% (+0.12%)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 217

Holders
565
Holders Change
+3
Holders Change %
+0.53%
% of All Funds
7.44%
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
183
Reduced
217
Closed
85
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWC
226
Abundance Wealth Counselors
Pennsylvania
$800K -$3.61K -175 -0.5%
VRS
227
Virginia Retirement Systems
Virginia
$799K +$690K +33,500 New
WP
228
Woodline Partners
California
$799K +$151K +7,308 +28%
SLWA
229
San Luis Wealth Advisors
California
$789K +$682K +33,083 New
Skandinaviska Enskilda Banken (SEB)
230
Skandinaviska Enskilda Banken (SEB)
Sweden
$779K -$566K -27,486 -46%
NAAA
231
New Age Alpha Advisors
New York
$773K -$718K -34,820 -52%
VPIM
232
Vanguard Personalized Indexing Management
California
$766K +$236K +11,432 +55%
GXJ
233
Global X Japan
Japan
$765K +$40.3K +1,954 +6%
QCG
234
Quadrant Capital Group
Ohio
$756K +$479K +23,253 +276%
AP
235
Americana Partners
Texas
$755K +$652K +31,639 New
ECA
236
Elevated Capital Advisors
Utah
$743K
X
237
Xponance
Pennsylvania
$711K -$281K -13,650 -31%
LP
238
LMR Partners
United Kingdom
$687K +$594K +28,819 New
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$683K -$67.7K -3,283 -11%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$677K
Natixis Advisors
241
Natixis Advisors
Massachusetts
$664K +$111K +5,407 +24%
SKK
242
Shepherd Kaplan Krochuk
Massachusetts
$664K -$1.55K -75 -0.3%
KWM
243
Kingsview Wealth Management
Oregon
$659K +$569K +27,634 New
LOAMS
244
Lombard Odier Asset Management (Switzerland)
Switzerland
$658K -$367K -17,821 -39%
SW
245
SlateStone Wealth
Florida
$654K
Corient Private Wealth
246
Corient Private Wealth
Florida
$646K +$203K +9,840 +57%
DADC
247
D.A. Davidson & Co
Montana
$645K +$40.4K +1,959 +8%
FMTC
248
Farmers & Merchants Trust Company
California
$640K +$7.89K +383 +1%
OPERF
249
Oregon Public Employees Retirement Fund
Oregon
$639K +$4.12K +200 +0.8%
FCH
250
Freestone Capital Holdings
Washington
$636K +$340K +16,505 +162%

BEN Hedge Fund Activity: Q2 2025 in Review

565 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2025, worth a combined $6.77B — up 24% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BEN positions and 85 closed out — a net gain of 7 holders — while 183 added to existing stakes and 217 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $189M. The largest seller was Marshall Wace, cutting an estimated $78.4M.

  • 565 institutional investors held Franklin Resources (BEN) as of Q2 2025, up from 562 in Q1 2025.
  • Funds reported $6.77B of Franklin Resources stock for Q2 2025, up 24% quarter-over-quarter.
  • 92 funds opened new Franklin Resources positions in Q2 2025 and 85 closed out, a net change of +7 holders.
  • The largest Franklin Resources buyer in Q2 2025 was Royal Bank of Canada, an estimated $189M added.
  • The largest Franklin Resources seller in Q2 2025 was Marshall Wace, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2025.