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Franklin Resources

569 hedge funds and large institutions have $6.58B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 213 increasing their positions, 185 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 89

3% less funds holding

Funds holding: 588569 (-19)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
569
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.8M
Puts
$32.6M
Net Calls
Net Calls Change

Top Buyers

1 +$61.9M
2 +$58.6M
3 +$47.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$43.6M
5
BlackRock
BlackRock
New York
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
276
Freestone Capital Holdings
Washington
$523K
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$516K
Hudson Bay Capital Management
278
Hudson Bay Capital Management
Connecticut
$511K
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$506K
MSU
280
Mizuho Securities USA
New York
$506K
Natixis Advisors
281
Natixis Advisors
Massachusetts
$501K
EMPI
282
Elo Mutual Pension Insurance
Finland
$494K
HH
283
Hilltop Holdings
Texas
$490K
OC
284
Oppenheimer & Co
New York
$490K
CCIA
285
Cherry Creek Investment Advisors
Colorado
$489K
FWCM
286
Ferguson Wellman Capital Management
Oregon
$476K
SAM
287
Silvercrest Asset Management
New York
$475K
SPIA
288
Steward Partners Investment Advisory
New York
$474K
Jones Financial Companies
289
Jones Financial Companies
Missouri
$469K
FNFDCM
290
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$469K
Cambridge Investment Research Advisors
291
Cambridge Investment Research Advisors
Iowa
$467K
MC
292
Machina Capital
France
$462K
WWMP
293
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$460K
WIS
294
Wright Investors Service
Connecticut
$458K
FAMI
295
Fideuram Asset Management (Ireland)
$456K
CGH
296
Crossmark Global Holdings
Texas
$455K
FNT
297
First National Trust
Pennsylvania
$451K
KAS
298
Kestra Advisory Services
Texas
$450K
NB
299
Norinchukin Bank
Japan
$450K
WCM
300
Whitener Capital Management
North Carolina
$443K