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Franklin Resources

589 hedge funds and large institutions have $6.22B invested in Franklin Resources in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 205 increasing their positions, 187 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $32.3M

51% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 61

4% more funds holding

Funds holding: 565589 (+24)

10% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.31% less ownership

Funds ownership: 54.06%51.75% (-2.3%)

8% less capital invested

Capital invested by funds: $6.77B → $6.22B (-$544M)

Holders
589
Holders Change
+24
Holders Change %
+4.25%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
205
Reduced
187
Closed
61
Calls
$55.8M
Puts
$32.3M
Net Calls
+$23.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
301
US Bancorp
Minnesota
$483K +$4.94K +200 +1%
SPIA
302
Steward Partners Investment Advisory
New York
$478K +$32.7K +1,325 +7%
FRM
303
Fox Run Management
Connecticut
$477K +$510K +20,616 New
HH
304
Hilltop Holdings
Texas
$467K +$21.4K +865 +4%
GAM
305
Guinness Asset Management
United Kingdom
$467K +$55.5K +2,246 +13%
FWCM
306
Ferguson Wellman Capital Management
Oregon
$461K -$14.5K -585 -3%
SAM
307
Silvercrest Asset Management
New York
$460K
WIS
308
Wright Investors Service
Connecticut
$457K -$30.4K -1,231 -6%
EC
309
EntryPoint Capital
New York
$450K +$481K +19,453 New
KWA
310
Kingswood Wealth Advisors
California
$446K +$254K +10,296 +114%
CGH
311
Crossmark Global Holdings
Texas
$444K +$470 +19 +0.1%
FNT
312
First National Trust
Pennsylvania
$437K
KWM
313
Kingsview Wealth Management
Oregon
$436K -$217K -8,767 -32%
WCM
314
Whitener Capital Management
North Carolina
$431K +$6.43K +260 +1%
CWM
315
Cornerstone Wealth Management
Missouri
$429K -$7.39K -299 -2%
Truist Financial
316
Truist Financial
North Carolina
$427K +$69.9K +2,827 +18%
CCIA
317
Cherry Creek Investment Advisors
Colorado
$425K +$2.47K +100 +0.5%
EF
318
Empowered Funds
Pennsylvania
$424K +$2.55K +103 +0.6%
SI
319
Stephens Inc
Arkansas
$420K -$975K -39,455 -69%
WJWM
320
Williams Jones Wealth Management
New York
$417K
CICI
321
Capital Investment Counsel Inc
North Carolina
$415K -$2.47K -100 -0.6%
NB
322
Norinchukin Bank
Japan
$409K +$10.5K +424 +2%
AG
323
AIA Group
Hong Kong
$408K
FIA
324
Foundations Investment Advisors
Arizona
$408K +$436K +17,658 New
Corient Private Wealth
325
Corient Private Wealth
Florida
$407K -$234K -9,467 -35%