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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
NA
351
NewEdge Advisors
Louisiana
$289K
AGWCA
352
Annis Gardner Whiting Capital Advisors
Florida
$284K
Kayne Anderson Rudnick Investment Management
353
Kayne Anderson Rudnick Investment Management
California
$277K
MA
354
Mutual Advisors
Nebraska
$274K
HIP
355
HUB Investment Partners
Texas
$272K
VCP
356
Verus Capital Partners
Arizona
$272K
VSQM
357
V-Square Quantitative Management
Illinois
$269K
SDWIA
358
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$267K
Aviva
359
Aviva
United Kingdom
$265K
BHBT
360
Burke & Herbert Bank & Trust
Virginia
$264K
BTW
361
Boston Trust Walden
Massachusetts
$263K
LTAS
362
Linden Thomas Advisory Services
North Carolina
$259K
AWM
363
Angeles Wealth Management
California
$259K
AAP
364
Arax Advisory Partners
Colorado
$259K
PCMC
365
Paragon Capital Management (Colorado)
Colorado
$258K
MWM
366
Manske Wealth Management
Texas
$257K
Nomura Holdings
367
Nomura Holdings
Japan
$256K
CA
368
CoreCap Advisors
Michigan
$254K
NDSIB
369
North Dakota State Investment Board
North Dakota
$252K
HI
370
Horizon Investments
North Carolina
$250K
EF
371
Empirical Finance
Pennsylvania
$249K
PFM
372
Patton Fund Management
Texas
$244K
BPAMU
373
BTG Pactual Asset Management US
New York
$240K
MCM
374
Maltese Capital Management
New York
$239K
Jane Street
375
Jane Street
New York
$235K