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Franklin Resources

556 hedge funds and large institutions have $5.56B invested in Franklin Resources in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 197 increasing their positions, 195 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+7
Holders Change %
+1.28%
% of All Funds
7.4%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
88
Increased
197
Reduced
195
Closed
71
Calls
$50.4M
Puts
$39.1M
Net Calls
+$11.2M
Net Calls Change
+$934K
Name Holding Trade Value Shares
Change
Shares
Change %
CW
251
CreativeOne Wealth
Kansas
$747K -$171K -8,435 -19%
KIM
252
Kestra Investment Management
Texas
$746K +$384K +18,903 +106%
ECA
253
Elevated Capital Advisors
Utah
$737K +$78.4K +3,862 +12%
Pacer Advisors
254
Pacer Advisors
Pennsylvania
$737K +$301K +14,842 +69%
HWAM
255
Hennion & Walsh Asset Management
New Jersey
$736K -$139K -6,840 -16%
SWP
256
Stratos Wealth Partners
Ohio
$716K +$505K +24,883 +240%
SOADOR
257
State of Alaska Department of Revenue
Alaska
$714K +$4.66K +230 +0.7%
AIP
258
Ameritas Investment Partners
Nebraska
$665K -$46.2K -2,277 -6%
Nordea Investment Management
259
Nordea Investment Management
Sweden
$655K -$87.3K -4,303 -12%
DADC
260
D.A. Davidson & Co
Montana
$645K -$91.6K -4,516 -12%
Creative Planning
261
Creative Planning
Kansas
$632K +$321K +15,810 +103%
TRCT
262
Tower Research Capital (TRC)
New York
$630K -$141K -6,968 -18%
LOAMS
263
Lombard Odier Asset Management (Switzerland)
Switzerland
$626K -$47.5K -2,339 -7%
Schroder Investment Management Group
264
Schroder Investment Management Group
United Kingdom
$614K -$37.5K -1,863 -6%
ATPW
265
Ashton Thomas Private Wealth
Arizona
$607K +$607K +29,437 New
Envestnet Portfolio Solutions
266
Envestnet Portfolio Solutions
Illinois
$605K +$353K +17,376 +140%
MSU
267
Mizuho Securities USA
New York
$594K +$188K +9,274 +46%
VCP
268
Verus Capital Partners
Arizona
$588K -$58.8K -2,900 -9%
AWC
269
Abundance Wealth Counselors
Pennsylvania
$587K -$30.8K -1,519 -5%
GIM
270
Gold Investment Management
Alberta, Canada
$578K +$27K +1,333 +5%
Neuberger Berman Group
271
Neuberger Berman Group
New York
$577K +$205K +10,097 +55%
Public Employees Retirement Association of Colorado
272
Public Employees Retirement Association of Colorado
Colorado
$576K
DFCM
273
Dark Forest Capital Management
Puerto Rico
$566K -$244K -12,007 -30%
FRA
274
Frank Rimerman Advisors
California
$565K +$565K +27,830 New
OPERF
275
Oregon Public Employees Retirement Fund
Oregon
$537K +$609 +30 +0.1%