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Franklin Resources

569 hedge funds and large institutions have $6.58B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 213 increasing their positions, 185 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 89

3% less funds holding

Funds holding: 588569 (-19)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
569
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
$41.8M
Puts
$32.6M
Net Calls
Net Calls Change

Top Buyers

1 +$61.9M
2 +$58.6M
3 +$47.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$43.6M
5
BlackRock
BlackRock
New York
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
326
Golden State Equity Partners
California
$349K
GWP
327
Gen-Wealth Partners
Michigan
$348K
NMERB
328
New Mexico Educational Retirement Board
New Mexico
$339K
IG
329
ING Group
Netherlands
$339K
JF
330
Jump Financial
Illinois
$338K
RWM
331
Revisor Wealth Management
Ohio
$337K
SC
332
Syon Capital
California
$336K
NP
333
NorthRock Partners
Minnesota
$336K
MGIA
334
Moneta Group Investment Advisors
Missouri
$335K
MNBTD
335
Moody National Bank Trust Division
Texas
$329K
SAI
336
Savvy Advisors Inc
New York
$326K
Bessemer Group
337
Bessemer Group
New Jersey
$323K
CIA
338
Concurrent Investment Advisors
Florida
$317K
Teacher Retirement System of Texas
339
Teacher Retirement System of Texas
Texas
$317K
AUB
340
Atlantic Union Bankshares
Virginia
$315K
GI
341
GAMMA Investing
California
$315K
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$313K
Asset Management One
343
Asset Management One
Japan
$309K
Macquarie Group
344
Macquarie Group
Australia
$306K
MSE
345
MUFG Securities EMEA
United Kingdom
$300K
GRP
346
Global Retirement Partners
California
$297K
OAC
347
OMERS Administration Corp
Ontario, Canada
$295K
NSAM
348
North Star Asset Management
Wisconsin
$292K
JCM
349
Jacobi Capital Management
Pennsylvania
$291K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
350
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$290K