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Franklin Resources

589 hedge funds and large institutions have $6.22B invested in Franklin Resources in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 205 increasing their positions, 187 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $32.3M

51% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 61

4% more funds holding

Funds holding: 565589 (+24)

10% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.31% less ownership

Funds ownership: 54.06%51.75% (-2.3%)

8% less capital invested

Capital invested by funds: $6.77B → $6.22B (-$544M)

Holders
589
Holders Change
+24
Holders Change %
+4.25%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
205
Reduced
187
Closed
61
Calls
$55.8M
Puts
$32.3M
Net Calls
+$23.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$1.03M +$71.8K +2,904 +7%
WCBA
227
Weaver C. Barksdale & Associates
Tennessee
$1.01M -$69.7K -2,818 -6%
MFG
228
Merit Financial Group
Georgia
$998K +$1.07M +43,160 New
TIAA Trust, National Association
229
TIAA Trust, National Association
North Carolina
$994K -$272 -11 -0%
GIM
230
Gold Investment Management
Alberta, Canada
$970K +$55.5K +2,247 +6%
IIC
231
Ironwood Investment Counsel
Arizona
$960K -$10.5K -423 -1%
WP
232
Woodline Partners
California
$935K +$172K +6,946 +21%
Teacher Retirement System of Texas
233
Teacher Retirement System of Texas
Texas
$924K -$96.6K -3,907 -9%
Wealth Enhancement Advisory Services
234
Wealth Enhancement Advisory Services
Minnesota
$923K +$296K +11,963 +44%
ECM
235
Everence Capital Management
Indiana
$882K -$102K -4,122 -10%
AI
236
Atria Investments
North Carolina
$868K +$407K +16,454 +78%
NIM
237
NEOS Investment Management
Connecticut
$862K +$304K +12,285 +49%
MC
238
Machina Capital
France
$840K +$898K +36,325 New
GCM
239
Graham Capital Management
Connecticut
$821K +$878K +35,515 New
OPERF
240
Oregon Public Employees Retirement Fund
Oregon
$810K +$203K +8,223 +31%
IIM
241
INTECH Investment Management
Florida
$801K +$855K +34,609 New
AP
242
Americana Partners
Texas
$793K +$65.7K +2,657 +8%
UCB
243
United Community Bank
South Carolina
$788K +$533K +21,547 +172%
ECA
244
Elevated Capital Advisors
Utah
$787K -$113K -4,586 -12%
MSAM
245
Moloney Securities Asset Management
Missouri
$784K +$8.3K +336 +1%
MOACM
246
Mutual of America Capital Management
New York
$768K -$58.2K -2,353 -7%
VI
247
Vestcor Inc
New Brunswick, Canada
$766K +$818K +33,096 New
SOADOR
248
State of Alaska Department of Revenue
Alaska
$763K -$45.4K -1,838 -5%
IC
249
IEQ Capital
California
$760K +$813K +32,879 New
Pacer Advisors
250
Pacer Advisors
Pennsylvania
$751K +$181K +7,322 +29%