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Franklin Resources

557 hedge funds and large institutions have $6.74B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 180 increasing their positions, 214 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
7.47%
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
180
Reduced
214
Closed
82
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FWCM
276
Ferguson Wellman Capital Management
Oregon
$489K
VAM
277
Verity Asset Management
North Carolina
$484K -$2.96K -124 -0.6%
SAM
278
Silvercrest Asset Management
New York
$474K
KRS
279
Kentucky Retirement Systems
Kentucky
$473K -$31K -1,299 -6%
KAS
280
Kestra Advisory Services
Texas
$464K +$96.1K +4,031 +26%
HH
281
Hilltop Holdings
Texas
$461K +$47.2K +1,978 +11%
SPIA
282
Steward Partners Investment Advisory
New York
$461K +$419K +17,577 +1,005%
CGH
283
Crossmark Global Holdings
Texas
$457K -$18.1K -758 -4%
GRP
284
Global Retirement Partners
California
$452K +$452K +18,958 New
Wolverine Trading
285
Wolverine Trading
Illinois
$451K -$776K -32,565 -63%
FNT
286
First National Trust
Pennsylvania
$450K
CWM
287
Cornerstone Wealth Management
Missouri
$450K +$39.4K +1,652 +10%
HIMCH
288
Hartford Investment Management Co (HIMCO)
Connecticut
$444K +$4.08K +171 +0.9%
ACM
289
AlphaStar Capital Management
North Carolina
$441K +$441K +18,477 New
WCM
290
Whitener Capital Management
North Carolina
$438K -$68.6K -2,875 -14%
Schroder Investment Management Group
291
Schroder Investment Management Group
United Kingdom
$437K -$383K -16,058 -47%
CCIA
292
Cherry Creek Investment Advisors
Colorado
$436K +$3.34K +140 +0.8%
SW
293
Simplicity Wealth
New Jersey
$435K +$435K +18,258 New
EF
294
Empowered Funds
Pennsylvania
$435K +$435K +18,229 New
CICI
295
Capital Investment Counsel Inc
North Carolina
$430K -$5.96K -250 -1%
WJWM
296
Williams Jones Wealth Management
New York
$430K
QCM
297
QRG Capital Management
Illinois
$428K -$135K -5,662 -24%
GAM
298
Guinness Asset Management
United Kingdom
$423K +$9.8K +411 +2%
AG
299
AIA Group
Hong Kong
$421K
CPRC
300
Consolidated Portfolio Review Corp
New York
$415K +$7.27K +305 +2%