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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
Neuberger Berman Group
251
Neuberger Berman Group
New York
$615K
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$613K
GWP
253
Gen-Wealth Partners
Michigan
$609K
SG Americas Securities
254
SG Americas Securities
New York
$601K
Pacer Advisors
255
Pacer Advisors
Pennsylvania
$599K
NIM
256
NEOS Investment Management
Connecticut
$596K
CFM
257
Catalyst Funds Management
Australia
$591K
TRSOTSOK
258
Teachers Retirement System of the State of Kentucky
Kentucky
$577K
OC
259
Oppenheimer & Co
New York
$570K
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$564K
PNC
261
Park National Corp
Ohio
$559K
OWP
262
ORG Wealth Partners
Texas
$554K
GIA
263
Gateway Investment Advisers
Ohio
$527K
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$524K
Bank of Nova Scotia
265
Bank of Nova Scotia
Ontario, Canada
$524K
AHL
266
Abel Hall LLC
Louisiana
$519K
KBC Group
267
KBC Group
Belgium
$512K
MSU
268
Mizuho Securities USA
New York
$511K
FNFDCM
269
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$509K
Daiwa Securities Group
270
Daiwa Securities Group
Japan
$506K
CIAS
271
Capital Investment Advisory Services
North Carolina
$504K
AI
272
Atria Investments
North Carolina
$503K
PIM
273
Plato Investment Management
Australia
$501K
WIS
274
Wright Investors Service
Connecticut
$500K
US Bancorp
275
US Bancorp
Minnesota
$493K