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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
HIMCH
326
Hartford Investment Management Co (HIMCO)
Connecticut
$407K -$25.3K -1,024 -5%
ABC
327
Associated Banc-Corp
Wisconsin
$401K
SFA
328
Sequoia Financial Advisors
Ohio
$397K +$14.4K +583 +4%
MSRPS
329
Maryland State Retirement & Pension System
Maryland
$393K +$90.4K +3,656 +27%
Jones Financial Companies
330
Jones Financial Companies
Missouri
$390K +$111K +4,508 +37%
NP
331
NorthRock Partners
Minnesota
$386K +$51.6K +2,089 +14%
URS
332
Utah Retirement Systems
Utah
$376K
HR
333
Hardy Reed
Mississippi
$373K
LSERS
334
Louisiana State Employees Retirement System
Louisiana
$372K -$7.42K -300 -2%
RT
335
Rockland Trust
Massachusetts
$371K
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$366K +$238K +9,619 +155%
GRP
337
Global Retirement Partners
California
$365K -$78.2K -3,162 -17%
OWP
338
ORG Wealth Partners
Texas
$365K -$173K -7,017 -31%
GIA
339
Gateway Investment Advisers
Ohio
$363K -$158K -6,382 -29%
Wolverine Trading
340
Wolverine Trading
Illinois
$356K -$90.7K -3,669 -19%
GSEP
341
Golden State Equity Partners
California
$351K +$376K +15,196 New
MML Investors Services
342
MML Investors Services
Massachusetts
$351K -$3.26K -132 -0.9%
FFM
343
Forum Financial Management
Illinois
$349K +$29.3K +1,187 +9%
FFA
344
Farther Finance Advisors
California
$348K +$20.8K +841 +6%
AUB
345
Atlantic Union Bankshares
Virginia
$347K +$356K +14,400 +2,400%
NA
346
NewEdge Advisors
Louisiana
$345K +$64.8K +2,623 +21%
SAM
347
Securian Asset Management
Minnesota
$342K -$32.7K -1,322 -8%
MOS
348
MGO One Seven
Ohio
$339K +$7.19K +291 +2%
LGF
349
LGT Group Foundation
Liechtenstein
$336K
FRA
350
Frank Rimerman Advisors
California
$335K