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Franklin Resources

569 hedge funds and large institutions have $6.6B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 186 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:

8% less first-time investments, than exits

New positions opened: 82 | 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
IIC
226
Ironwood Investment Counsel
Arizona
$987K
GIM
227
Gold Investment Management
Alberta, Canada
$977K
D.E. Shaw & Co
228
D.E. Shaw & Co
New York
$957K
WCBA
229
Weaver C. Barksdale & Associates
Tennessee
$926K
SA
230
Sovran Advisors
California
$915K
ECM
231
Everence Capital Management
Indiana
$911K
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$904K
Group One Trading
233
Group One Trading
Illinois
$856K
ECA
234
Elevated Capital Advisors
Utah
$847K
OPERF
235
Oregon Public Employees Retirement Fund
Oregon
$841K
VPIM
236
Vanguard Personalized Indexing Management
California
$827K
UCB
237
United Community Bank
South Carolina
$813K
VI
238
Vestcor Inc
New Brunswick, Canada
$791K
MOACM
239
Mutual of America Capital Management
New York
$788K
RIM
240
Redwood Investment Management
Arizona
$773K
CWM
241
CIBC World Markets
New York
$767K
QCG
242
Quadrant Capital Group
Ohio
$763K
AWC
243
Abundance Wealth Counselors
Pennsylvania
$762K
AP
244
Americana Partners
Texas
$738K
Pacer Advisors
245
Pacer Advisors
Pennsylvania
$732K
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$730K
SOADOR
247
State of Alaska Department of Revenue
Alaska
$728K
SFA
248
Sequoia Financial Advisors
Ohio
$719K
Neuberger Berman Group
249
Neuberger Berman Group
New York
$714K
DADC
250
D.A. Davidson & Co
Montana
$696K