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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
CWM
301
Cornerstone Wealth Management
Missouri
$436K
SI
302
Stephens Inc
Arkansas
$431K
WJWM
303
Williams Jones Wealth Management
New York
$431K
TRCT
304
Tower Research Capital (TRC)
New York
$429K
CICI
305
Capital Investment Counsel Inc
North Carolina
$429K
FFA
306
Farther Finance Advisors
California
$428K
Truist Financial
307
Truist Financial
North Carolina
$425K
GIA
308
Gateway Investment Advisers
Ohio
$423K
US Bancorp
309
US Bancorp
Minnesota
$418K
HIMCH
310
Hartford Investment Management Co (HIMCO)
Connecticut
$409K
ABC
311
Associated Banc-Corp
Wisconsin
$408K
MSRPS
312
Maryland State Retirement & Pension System
Maryland
$406K
ECM
313
ExodusPoint Capital Management
New York
$402K
KBC Group
314
KBC Group
Belgium
$400K
OWP
315
ORG Wealth Partners
Texas
$390K
MML Investors Services
316
MML Investors Services
Massachusetts
$389K
URS
317
Utah Retirement Systems
Utah
$388K
HR
318
Hardy Reed
Mississippi
$385K
RT
319
Rockland Trust
Massachusetts
$383K
Allspring Global Investments
320
Allspring Global Investments
North Carolina
$377K
VAM
321
Verity Asset Management
North Carolina
$377K
LSERS
322
Louisiana State Employees Retirement System
Louisiana
$375K
BBHC
323
Brown Brothers Harriman & Co
New York
$374K
FFM
324
Forum Financial Management
Illinois
$361K
LGF
325
LGT Group Foundation
Liechtenstein
$357K