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Franklin Resources

565 hedge funds and large institutions have $6.77B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 183 increasing their positions, 217 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $30.7M

24% more capital invested

Capital invested by funds: $5.46B → $6.77B (+$1.31B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 85

1% more funds holding

Funds holding: 562565 (+3)

0.12% more ownership

Funds ownership: 53.94%54.06% (+0.12%)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 217

Holders
565
Holders Change
+3
Holders Change %
+0.53%
% of All Funds
7.44%
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
183
Reduced
217
Closed
85
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WIS
276
Wright Investors Service
Connecticut
$500K +$14.5K +706 +3%
US Bancorp
277
US Bancorp
Minnesota
$493K -$68.8K -3,340 -14%
FWCM
278
Ferguson Wellman Capital Management
Oregon
$489K
VAM
279
Verity Asset Management
North Carolina
$484K -$2.56K -124 -0.6%
SAM
280
Silvercrest Asset Management
New York
$474K
KRS
281
Kentucky Retirement Systems
Kentucky
$473K -$26.8K -1,299 -6%
KAS
282
Kestra Advisory Services
Texas
$464K +$83.1K +4,031 +26%
HH
283
Hilltop Holdings
Texas
$461K +$40.8K +1,978 +11%
SPIA
284
Steward Partners Investment Advisory
New York
$461K +$362K +17,577 +1,005%
CGH
285
Crossmark Global Holdings
Texas
$457K -$15.6K -758 -4%
GRP
286
Global Retirement Partners
California
$452K +$391K +18,958 New
Wolverine Trading
287
Wolverine Trading
Illinois
$451K -$671K -32,565 -63%
FNT
288
First National Trust
Pennsylvania
$450K
CWM
289
Cornerstone Wealth Management
Missouri
$450K +$34K +1,652 +10%
HIMCH
290
Hartford Investment Management Co (HIMCO)
Connecticut
$444K +$3.52K +171 +0.9%
ACM
291
AlphaStar Capital Management
North Carolina
$441K +$381K +18,477 New
WCM
292
Whitener Capital Management
North Carolina
$438K -$59.2K -2,875 -14%
Schroder Investment Management Group
293
Schroder Investment Management Group
United Kingdom
$437K -$331K -16,058 -47%
CCIA
294
Cherry Creek Investment Advisors
Colorado
$436K +$2.88K +140 +0.8%
SW
295
Simplicity Wealth
New Jersey
$435K +$376K +18,258 New
EF
296
Empowered Funds
Pennsylvania
$435K +$376K +18,229 New
CICI
297
Capital Investment Counsel Inc
North Carolina
$430K -$5.15K -250 -1%
WJWM
298
Williams Jones Wealth Management
New York
$430K
QCM
299
QRG Capital Management
Illinois
$428K -$117K -5,662 -24%
GAM
300
Guinness Asset Management
United Kingdom
$423K +$8.47K +411 +2%

BEN Hedge Fund Activity: Q2 2025 in Review

565 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2025, worth a combined $6.77B — up 24% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BEN positions and 85 closed out — a net gain of 7 holders — while 183 added to existing stakes and 217 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $189M. The largest seller was Marshall Wace, cutting an estimated $78.4M.

  • 565 institutional investors held Franklin Resources (BEN) as of Q2 2025, up from 562 in Q1 2025.
  • Funds reported $6.77B of Franklin Resources stock for Q2 2025, up 24% quarter-over-quarter.
  • 92 funds opened new Franklin Resources positions in Q2 2025 and 85 closed out, a net change of +7 holders.
  • The largest Franklin Resources buyer in Q2 2025 was Royal Bank of Canada, an estimated $189M added.
  • The largest Franklin Resources seller in Q2 2025 was Marshall Wace, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2025.