BEN icon

Franklin Resources

563 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, 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: 557563 (+6)

0.71% more ownership

Funds ownership: 53.34%54.04% (+0.71%)

15% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 215

Holders
563
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
AG
301
AIA Group
Hong Kong
$421K
CPRC
302
Consolidated Portfolio Review Corp
New York
$415K
ABC
303
Associated Banc-Corp
Wisconsin
$414K
MTC
304
Matrix Trust Company
Colorado
$413K
NB
305
Norinchukin Bank
Japan
$412K
RWM
306
Revisor Wealth Management
Ohio
$404K
SFA
307
Sequoia Financial Advisors
Ohio
$395K
MMA
308
Mizuho Markets Americas
New York
$394K
LSERS
309
Louisiana State Employees Retirement System
Louisiana
$391K
FCM
310
FJ Capital Management
Virginia
$391K
CCIA
311
Campbell & Co Investment Adviser
Maryland
$389K
URS
312
Utah Retirement Systems
Utah
$387K
HR
313
Hardy Reed
Mississippi
$385K
SAM
314
Securian Asset Management
Minnesota
$384K
RT
315
Rockland Trust
Massachusetts
$383K
DFCM
316
Dark Forest Capital Management
Puerto Rico
$380K
AWM
317
Apollon Wealth Management
South Carolina
$375K
Truist Financial
318
Truist Financial
North Carolina
$373K
MML Investors Services
319
MML Investors Services
Massachusetts
$365K
IG
320
ING Group
Netherlands
$358K
LGF
321
LGT Group Foundation
Liechtenstein
$355K
GIM
322
Grassi Investment Management
California
$354K
NP
323
NorthRock Partners
Minnesota
$353K
NSAM
324
North Star Asset Management
Wisconsin
$352K
IA
325
IFP Advisors
Florida
$346K