BEN icon

Franklin Resources

563 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, 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: 557563 (+6)

0.71% more ownership

Funds ownership: 53.34%54.04% (+0.71%)

15% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 215

Holders
563
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
SA
251
Sovran Advisors
California
$623K
Neuberger Berman Group
252
Neuberger Berman Group
New York
$615K
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$613K
GWP
254
Gen-Wealth Partners
Michigan
$609K
SG Americas Securities
255
SG Americas Securities
New York
$601K
Pacer Advisors
256
Pacer Advisors
Pennsylvania
$599K
NIM
257
NEOS Investment Management
Connecticut
$596K
CFM
258
Catalyst Funds Management
Australia
$591K
TRSOTSOK
259
Teachers Retirement System of the State of Kentucky
Kentucky
$577K
OC
260
Oppenheimer & Co
New York
$570K
Cambridge Investment Research Advisors
261
Cambridge Investment Research Advisors
Iowa
$564K
PNC
262
Park National Corp
Ohio
$559K
OWP
263
ORG Wealth Partners
Texas
$554K
GIA
264
Gateway Investment Advisers
Ohio
$527K
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$524K
Bank of Nova Scotia
266
Bank of Nova Scotia
Ontario, Canada
$524K
AHL
267
Abel Hall LLC
Louisiana
$519K
KBC Group
268
KBC Group
Belgium
$512K
MSU
269
Mizuho Securities USA
New York
$511K
FNFDCM
270
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$509K
Daiwa Securities Group
271
Daiwa Securities Group
Japan
$506K
CIAS
272
Capital Investment Advisory Services
North Carolina
$504K
AI
273
Atria Investments
North Carolina
$503K
PIM
274
Plato Investment Management
Australia
$501K
WIS
275
Wright Investors Service
Connecticut
$500K