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Franklin Resources
BEN

Overview Fund Activity

554 hedge funds and large institutions have $5.38B invested in Franklin Resources in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 228 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
7.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
228
Reduced
165
Closed
65
Calls
$46.1M
Puts
$46M
Net Calls
+$123K
Net Calls Change
-$11.1M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$82.9M
2
EQF
Evergreen Quality Fund
Cayman Islands
+$50.2M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$49.3M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$28.9M
5
KGI
Kopernik Global Investors
Florida
+$23.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$80M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$39.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$19.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$18M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
276
Gen-Wealth Partners
Michigan
$500K +$13.8K +718 +3%
PCM
277
Penserra Capital Management
California
$493K +$42.8K +2,227 +10%
Cambridge Investment Research Advisors
278
Cambridge Investment Research Advisors
Iowa
$484K -$21K -1,090 -4%
DADC
279
D.A. Davidson & Co
Montana
$483K -$129K -6,699 -21%
MSU
280
Mizuho Securities USA
New York
$478K -$85.9K -4,463 -15%
CL
281
CSS LLC
Illinois
$472K +$125K +6,512 +36%
US Bancorp
282
US Bancorp
Minnesota
$463K +$67.1K +3,485 +17%
TRSOTSOK
283
Teachers Retirement System of the State of Kentucky
Kentucky
$458K +$24.8K +1,292 +6%
QCM
284
QRG Capital Management
Illinois
$454K -$692K -35,968 -60%
PNC
285
Park National Corp
Ohio
$451K -$15.1K -782 -3%
GIBU
286
Gulf International Bank (UK)
United Kingdom
$448K – – –
SA
287
Sovran Advisors
California
$441K +$197K +11,167 +80%
TAF
288
Tredje AP-fonden
Sweden
$433K – – –
Natixis Advisors
289
Natixis Advisors
Massachusetts
$432K +$83.1K +4,315 +24%
FRA
290
Frank Rimerman Advisors
California
$427K -$109K -5,667 -20%
GIA
291
Gateway Investment Advisers
Ohio
$426K +$426K +22,120 New
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$426K +$61.8K +3,211 +17%
HWAM
293
Hennion & Walsh Asset Management
New Jersey
$414K -$284K -14,738 -41%
PP
294
Prudential plc
United Kingdom
$413K – – –
FNFDCM
295
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$411K -$11.6K -600 -3%
PIM
296
Plato Investment Management
Australia
$410K – – –
WCM
297
Whitener Capital Management
North Carolina
$409K +$13.2K +688 +3%
KRS
298
Kentucky Retirement Systems
Kentucky
$407K -$1.44K -75 -0.4%
OC
299
Oppenheimer & Co
New York
$401K -$100K -5,204 -20%
VPIM
300
Vanguard Personalized Indexing Management
California
$398K -$23.5K -1,219 -6%
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