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Franklin Resources

561 hedge funds and large institutions have $6.75B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 181 increasing their positions, 215 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 555561 (+6)

0.71% more ownership

Funds ownership: 53.18%53.88% (+0.71%)

16% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 215

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.9M
Puts
$30.7M
Net Calls
Net Calls Change

Top Buyers

1 +$219M
2 +$161M
3 +$76.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$54.6M
5
Holocene Advisors
Holocene Advisors
New York
+$51.4M

Top Sellers

1 -$90.7M
2 -$64.1M
3 -$52.1M
4
Invesco
Invesco
Georgia
-$46.1M
5
Goldman Sachs
Goldman Sachs
New York
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
276
Ferguson Wellman Capital Management
Oregon
$489K
VAM
277
Verity Asset Management
North Carolina
$484K
SAM
278
Silvercrest Asset Management
New York
$474K
KRS
279
Kentucky Retirement Systems
Kentucky
$473K
KAS
280
Kestra Advisory Services
Texas
$464K
HH
281
Hilltop Holdings
Texas
$461K
SPIA
282
Steward Partners Investment Advisory
New York
$461K
CGH
283
Crossmark Global Holdings
Texas
$457K
GRP
284
Global Retirement Partners
California
$452K
Wolverine Trading
285
Wolverine Trading
Illinois
$451K
FNT
286
First National Trust
Pennsylvania
$450K
CWM
287
Cornerstone Wealth Management
Missouri
$450K
TPSF
288
Texas Permanent School Fund
Texas
$445K
HIMCH
289
Hartford Investment Management Co (HIMCO)
Connecticut
$444K
ACM
290
AlphaStar Capital Management
North Carolina
$441K
WCM
291
Whitener Capital Management
North Carolina
$438K
Schroder Investment Management Group
292
Schroder Investment Management Group
United Kingdom
$437K
CCIA
293
Cherry Creek Investment Advisors
Colorado
$436K
SW
294
Simplicity Wealth
New Jersey
$435K
EF
295
Empowered Funds
Pennsylvania
$435K
CICI
296
Capital Investment Counsel Inc
North Carolina
$430K
WJWM
297
Williams Jones Wealth Management
New York
$430K
QCM
298
QRG Capital Management
Illinois
$428K
GAM
299
Guinness Asset Management
United Kingdom
$423K
AG
300
AIA Group
Hong Kong
$421K