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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 %
FWCM
301
Ferguson Wellman Capital Management
Oregon
$395K – – –
VAM
302
Verity Asset Management
North Carolina
$393K +$14.7K +765 +4%
CWA
303
Centennial Wealth Advisory
Michigan
$391K +$28.2K +1,463 +8%
WIS
304
Wright Investors Service
Connecticut
$390K -$34.4K -1,787 -8%
MGP
305
Metis Global Partners
California
$387K +$43.7K +2,272 +13%
CGH
306
Crossmark Global Holdings
Texas
$383K -$7.85K -408 -2%
SAM
307
Silvercrest Asset Management
New York
$383K – – –
MSAM
308
Moloney Securities Asset Management
Missouri
$380K +$83.9K +4,359 +28%
NIM
309
NEOS Investment Management
Connecticut
$378K +$72.2K +3,753 +24%
VSQM
310
V-Square Quantitative Management
Illinois
$367K -$14K -729 -4%
FNT
311
First National Trust
Pennsylvania
$363K – – –
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$355K -$7.84K -407 -2%
CIAS
313
Capital Investment Advisory Services
North Carolina
$354K +$117K +6,075 +49%
CICI
314
Capital Investment Counsel Inc
North Carolina
$352K +$38.5K +2,000 +12%
CW
315
Code Waechter
Florida
$349K -$464K -24,119 -57%
CCIA
316
Cherry Creek Investment Advisors
Colorado
$349K +$349K +18,129 New
WJWM
317
Williams Jones Wealth Management
New York
$347K – – –
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$341K +$47K +2,824 +16%
AG
319
AIA Group
Hong Kong
$340K +$67K +3,483 +25%
IPW
320
Impact Partnership Wealth
Georgia
$335K +$335K +17,428 New
HH
321
Hilltop Holdings
Texas
$334K +$103K +5,365 +45%
ABC
322
Associated Banc-Corp
Wisconsin
$334K -$19.3K -1,004 -5%
GAM
323
Guinness Asset Management
United Kingdom
$334K -$21.8K -1,132 -6%
VA
324
Vident Advisory
Georgia
$333K +$333K +17,322 New
Corient Private Wealth
325
Corient Private Wealth
Florida
$332K +$32K +1,663 +11%
11 12
13
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