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Franklin Resources

555 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
555
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
$46.1M
Puts
$46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
301
Ferguson Wellman Capital Management
Oregon
$395K
VAM
302
Verity Asset Management
North Carolina
$393K
CWA
303
Centennial Wealth Advisory
Michigan
$391K
WIS
304
Wright Investors Service
Connecticut
$390K
MGP
305
Metis Global Partners
California
$387K
CGH
306
Crossmark Global Holdings
Texas
$383K
SAM
307
Silvercrest Asset Management
New York
$383K
MSAM
308
Moloney Securities Asset Management
Missouri
$380K
NIM
309
NEOS Investment Management
Connecticut
$378K
VSQM
310
V-Square Quantitative Management
Illinois
$367K
FNT
311
First National Trust
Pennsylvania
$363K
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$355K
CIAS
313
Capital Investment Advisory Services
North Carolina
$354K
CICI
314
Capital Investment Counsel Inc
North Carolina
$352K
CW
315
Code Waechter
Florida
$349K
CCIA
316
Cherry Creek Investment Advisors
Colorado
$349K
WJWM
317
Williams Jones Wealth Management
New York
$347K
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$341K
AG
319
AIA Group
Hong Kong
$340K
IPW
320
Impact Partnership Wealth
Georgia
$335K
HH
321
Hilltop Holdings
Texas
$334K
ABC
322
Associated Banc-Corp
Wisconsin
$334K
GAM
323
Guinness Asset Management
United Kingdom
$334K
VA
324
Vident Advisory
Georgia
$333K
Corient Private Wealth
325
Corient Private Wealth
Florida
$332K