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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 %
SCM
326
Sterling Capital Management
North Carolina
$331K +$3.52K +183 +1%
CWM
327
Cornerstone Wealth Management
Missouri
$331K +$34.7K +1,802 +12%
MTC
328
Matrix Trust Company
Colorado
$331K +$111K +5,784 +51%
AF
329
Avanza Fonder
Sweden
$330K – – –
CPRC
330
Consolidated Portfolio Review Corp
New York
$329K +$329K +17,075 New
IA
331
IFP Advisors
Florida
$325K +$6.39K +332 +2%
GIM
332
Grassi Investment Management
California
$324K – – –
LSERS
333
Louisiana State Employees Retirement System
Louisiana
$321K +$1.93K +100 +0.6%
URS
334
Utah Retirement Systems
Utah
$319K +$24.8K +1,289 +8%
SAM
335
Securian Asset Management
Minnesota
$315K -$4.49K -233 -1%
MPM
336
MBB Public Markets
Illinois
$313K +$313K +16,284 New
RWM
337
Revisor Wealth Management
Ohio
$313K +$313K +16,022 New
TRCT
338
Tower Research Capital (TRC)
New York
$312K -$286K -14,844 -48%
RT
339
Rockland Trust
Massachusetts
$311K -$51.1K -2,656 -14%
AHL
340
Abel Hall LLC
Louisiana
$311K +$2.6K +135 +0.8%
HR
341
Hardy Reed
Mississippi
$311K -$11.4K -591 -4%
NB
342
Norinchukin Bank
Japan
$310K +$41.3K +2,145 +15%
Pacer Advisors
343
Pacer Advisors
Pennsylvania
$304K -$394K -20,490 -56%
MML Investors Services
344
MML Investors Services
Massachusetts
$299K -$54.6K -2,834 -15%
KAS
345
Kestra Advisory Services
Texas
$297K -$3.45K -179 -1%
ECM
346
Everence Capital Management
Indiana
$294K – – –
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$287K +$32.8K +1,702 +13%
LGF
348
LGT Group Foundation
Liechtenstein
$287K – – –
CA
349
Commerzbank Aktiengesellschaft
Germany
$285K +$285K +14,801 New
NSAM
350
North Star Asset Management
Wisconsin
$284K -$42.3K -2,200 -13%
12 13
14
15 16