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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
AG
301
AIA Group
Hong Kong
$421K
CPRC
302
Consolidated Portfolio Review Corp
New York
$415K +$6.29K +305 +2%
ABC
303
Associated Banc-Corp
Wisconsin
$414K
MTC
304
Matrix Trust Company
Colorado
$413K +$2.49K +121 +0.7%
NB
305
Norinchukin Bank
Japan
$412K +$24.1K +1,171 +7%
RWM
306
Revisor Wealth Management
Ohio
$404K +$3.23K +157 +1%
SFA
307
Sequoia Financial Advisors
Ohio
$395K +$341K +16,567 New
MMA
308
Mizuho Markets Americas
New York
$394K -$962K -46,698 -74%
LSERS
309
Louisiana State Employees Retirement System
Louisiana
$391K -$6.18K -300 -2%
FCM
310
FJ Capital Management
Virginia
$391K +$337K +16,375 New
CCIA
311
Campbell & Co Investment Adviser
Maryland
$389K +$336K +16,308 New
URS
312
Utah Retirement Systems
Utah
$387K -$7.05K -342 -2%
HR
313
Hardy Reed
Mississippi
$385K
SAM
314
Securian Asset Management
Minnesota
$384K -$5.65K -274 -2%
RT
315
Rockland Trust
Massachusetts
$383K -$2.58K -125 -0.8%
DFCM
316
Dark Forest Capital Management
Puerto Rico
$380K -$447K -21,713 -58%
AWM
317
Apollon Wealth Management
South Carolina
$375K -$238K -11,568 -42%
Truist Financial
318
Truist Financial
North Carolina
$373K +$41.8K +2,026 +15%
MML Investors Services
319
MML Investors Services
Massachusetts
$365K -$4.39K -213 -1%
IG
320
ING Group
Netherlands
$358K +$22.5K +1,092 +8%
LGF
321
LGT Group Foundation
Liechtenstein
$355K
GIM
322
Grassi Investment Management
California
$354K -$41.2K -2,000 -12%
NP
323
NorthRock Partners
Minnesota
$353K +$301K +14,590 New
NSAM
324
North Star Asset Management
Wisconsin
$352K
IA
325
IFP Advisors
Florida
$346K -$50.5K -2,452 -15%

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.