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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
FRA
326
Frank Rimerman Advisors
California
$345K -$158K -7,678 -35%
NMERB
327
New Mexico Educational Retirement Board
New Mexico
$345K
MOS
328
MGO One Seven
Ohio
$343K +$56K +2,717 +23%
AV
329
ASR Vermogensbeheer
Netherlands
$339K -$310K -15,064 -51%
FFA
330
Farther Finance Advisors
California
$339K +$31.6K +1,532 +12%
FFM
331
Forum Financial Management
Illinois
$332K +$287K +13,904 New
SW
332
SteelPeak Wealth
California
$323K +$2.33K +113 +0.9%
O
333
Ossiam
France
$319K
Allspring Global Investments
334
Allspring Global Investments
North Carolina
$318K -$12.3K -596 -4%
MSRPS
335
Maryland State Retirement & Pension System
Maryland
$318K
MPM
336
MBB Public Markets
Illinois
$316K -$62.3K -3,022 -19%
BBHC
337
Brown Brothers Harriman & Co
New York
$314K +$20.9K +1,015 +8%
PEAK6
338
PEAK6
Illinois
$314K +$87.1K +4,226 +47%
Lido Advisors
339
Lido Advisors
California
$308K +$265K +12,835 New
MNBTD
340
Moody National Bank Trust Division
Texas
$307K +$5.09K +247 +2%
CPCPP
341
Canada Post Corporation Pension Plan
Canada
$306K +$264K +12,813 New
JAG
342
Journey Advisory Group
Kentucky
$304K
Bessemer Group
343
Bessemer Group
New Jersey
$299K +$36.4K +1,764 +16%
UCB
344
United Community Bank
South Carolina
$299K +$3.54K +172 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
345
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$295K -$4.14M -200,927 -94%
OAC
346
OMERS Administration Corp
Ontario, Canada
$294K -$1.73M -83,916 -87%
NA
347
NewEdge Advisors
Louisiana
$293K +$248K +12,054 +5,529%
Jones Financial Companies
348
Jones Financial Companies
Missouri
$292K +$109K +5,293 +76%
Nomura Holdings
349
Nomura Holdings
Japan
$286K -$2.34M -113,490 -90%
LSA
350
Leonteq Securities AG
Switzerland
$285K -$277K -13,463 -53%

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.