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Franklin Resources

589 hedge funds and large institutions have $6.22B invested in Franklin Resources in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 205 increasing their positions, 187 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $32.3M

51% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 61

4% more funds holding

Funds holding: 565589 (+24)

10% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.31% less ownership

Funds ownership: 54.06%51.75% (-2.3%)

8% less capital invested

Capital invested by funds: $6.77B → $6.22B (-$544M)

Holders
589
Holders Change
+24
Holders Change %
+4.25%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
205
Reduced
187
Closed
61
Calls
$55.8M
Puts
$32.3M
Net Calls
+$23.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
251
Vanguard Personalized Indexing Management
California
$743K +$618 +25 +0.1%
NAAA
252
New Age Alpha Advisors
New York
$740K -$9.54K -386 -1%
SLWA
253
San Luis Wealth Advisors
California
$735K -$32.6K -1,318 -4%
AWC
254
Abundance Wealth Counselors
Pennsylvania
$734K -$44.7K -1,807 -5%
QCG
255
Quadrant Capital Group
Ohio
$733K
CBU
256
CIBC Bancorp USA
Illinois
$723K +$773K +31,279 New
FCM
257
FJ Capital Management
Virginia
$722K +$367K +14,861 +91%
SRL
258
Scientech Research LLC
New Jersey
$708K +$756K +30,604 New
OC
259
Oppenheimer & Co
New York
$707K +$164K +6,652 +28%
CIM
260
Contravisory Investment Management
Massachusetts
$695K +$683K +27,629 +1,151%
LP
261
LMR Partners
United Kingdom
$667K
Public Employees Retirement Association of Colorado
262
Public Employees Retirement Association of Colorado
Colorado
$656K
DADC
263
D.A. Davidson & Co
Montana
$655K +$31.4K +1,270 +5%
SFSG
264
Sound Financial Strategies Group
Mississippi
$645K +$690K +27,901 New
SW
265
SlateStone Wealth
Florida
$641K +$7.42K +300 +1%
EMPI
266
Elo Mutual Pension Insurance
Finland
$635K +$679K +27,464 New
AAP
267
Arax Advisory Partners
Colorado
$635K +$672K +27,183 +10,577%
Neuberger Berman Group
268
Neuberger Berman Group
New York
$632K +$38.1K +1,542 +6%
FCH
269
Freestone Capital Holdings
Washington
$624K +$7.14K +289 +1%
FMTC
270
Farmers & Merchants Trust Company
California
$612K -$9.47K -383 -1%
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$606K +$12.8K +519 +2%
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$604K +$61.2K +2,476 +10%
AIM
273
AXA Investment Managers
France
$602K +$644K +26,038 New
PNC
274
Park National Corp
Ohio
$588K +$48.9K +1,977 +8%
SA
275
Sovran Advisors
California
$586K +$8.48K +343 +1%