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Franklin Resources

565 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, 217 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $30.7M

24% more capital invested

Capital invested by funds: $5.46B → $6.77B (+$1.31B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 85

1% more funds holding

Funds holding: 562565 (+3)

0.12% more ownership

Funds ownership: 53.94%54.06% (+0.12%)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 217

Holders
565
Holders Change
+3
Holders Change %
+0.53%
% of All Funds
7.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
92
Increased
183
Reduced
217
Closed
85
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
CIBC World Markets
New York
$623K -$212K -10,289 -28%
SA
252
Sovran Advisors
California
$623K +$7.17K +348 +1%
Neuberger Berman Group
253
Neuberger Berman Group
New York
$615K -$189K -9,169 -26%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$613K +$73.8K +3,581 +16%
GWP
255
Gen-Wealth Partners
Michigan
$609K -$8.8K -427 -2%
SG Americas Securities
256
SG Americas Securities
New York
$601K -$898K -43,584 -63%
Pacer Advisors
257
Pacer Advisors
Pennsylvania
$599K +$192K +9,320 +59%
NIM
258
NEOS Investment Management
Connecticut
$596K +$110K +5,349 +27%
CFM
259
Catalyst Funds Management
Australia
$591K +$511K +24,795 New
TRSOTSOK
260
Teachers Retirement System of the State of Kentucky
Kentucky
$577K +$7.87K +382 +2%
OC
261
Oppenheimer & Co
New York
$570K +$63.1K +3,061 +15%
Cambridge Investment Research Advisors
262
Cambridge Investment Research Advisors
Iowa
$564K -$31.4K -1,524 -6%
PNC
263
Park National Corp
Ohio
$559K
OWP
264
ORG Wealth Partners
Texas
$554K +$310K +15,065 +195%
GIA
265
Gateway Investment Advisers
Ohio
$527K -$845 -41 -0.2%
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
$524K +$31.5K +1,529 +7%
Bank of Nova Scotia
267
Bank of Nova Scotia
Ontario, Canada
$524K -$198K -9,626 -30%
AHL
268
Abel Hall LLC
Louisiana
$519K +$116K +5,605 +35%
KBC Group
269
KBC Group
Belgium
$512K -$496K -24,059 -53%
MSU
270
Mizuho Securities USA
New York
$511K -$70K -3,399 -14%
FNFDCM
271
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$509K
Daiwa Securities Group
272
Daiwa Securities Group
Japan
$506K -$435K -21,101 -50%
CIAS
273
Capital Investment Advisory Services
North Carolina
$504K +$56.7K +2,750 +15%
AI
274
Atria Investments
North Carolina
$503K -$111K -5,403 -20%
PIM
275
Plato Investment Management
Australia
$501K

BEN Hedge Fund Activity: Q2 2025 in Review

565 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2025, worth a combined $6.77B — up 24% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BEN positions and 85 closed out — a net gain of 7 holders — while 183 added to existing stakes and 217 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $189M. The largest seller was Marshall Wace, cutting an estimated $78.4M.

  • 565 institutional investors held Franklin Resources (BEN) as of Q2 2025, up from 562 in Q1 2025.
  • Funds reported $6.77B of Franklin Resources stock for Q2 2025, up 24% quarter-over-quarter.
  • 92 funds opened new Franklin Resources positions in Q2 2025 and 85 closed out, a net change of +7 holders.
  • The largest Franklin Resources buyer in Q2 2025 was Royal Bank of Canada, an estimated $189M added.
  • The largest Franklin Resources seller in Q2 2025 was Marshall Wace, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2025.