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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 %
EOJOAM
351
E. Ohman J:or Asset Management
Sweden
$279K – – –
BAM
352
Boyar Asset Management
New York
$279K – – –
NMERB
353
New Mexico Educational Retirement Board
New Mexico
$279K -$3.86K -200 -1%
FDCDDQ
354
Federation des caisses Desjardins du Quebec
Quebec, Canada
$273K -$1.48K -77 -0.5%
IG
355
ING Group
Netherlands
$268K -$18.9K -980 -7%
MGP
356
M&G plc
United Kingdom
$264K – – –
Allspring Global Investments
357
Allspring Global Investments
North Carolina
$264K -$15.5K -805 -6%
Truist Financial
358
Truist Financial
North Carolina
$262K -$457K -23,733 -64%
IPWA
359
International Private Wealth Advisors
California
$261K +$1.21K +63 +0.5%
SW
360
SteelPeak Wealth
California
$259K -$28.1K -1,437 -10%
O
361
Ossiam
France
$257K +$257K +13,371 New
CSIC
362
Clifford Swan Investment Counsel
California
$256K -$86K -4,469 -25%
MSRPS
363
Maryland State Retirement & Pension System
Maryland
$256K -$57.1K -2,967 -18%
LI
364
LifeWealth Investments
Florida
$254K +$254K +13,211 New
Rockefeller Capital Management
365
Rockefeller Capital Management
New York
$252K +$252K +13,071 New
CMI
366
Clare Market Investments
Texas
$248K +$248K +12,900 New
Envestnet Portfolio Solutions
367
Envestnet Portfolio Solutions
Illinois
$248K -$326K -16,946 -57%
JAG
368
Journey Advisory Group
Kentucky
$245K – – –
FFA
369
Farther Finance Advisors
California
$245K +$30K +1,551 +14%
Thrivent Financial for Lutherans
370
Thrivent Financial for Lutherans
Minnesota
$244K +$712 +37 +0.3%
IIM
371
INTECH Investment Management
Florida
$244K – – –
MNBTD
372
Moody National Bank Trust Division
Texas
$243K – – –
AIP
373
Ameritas Investment Partners
Nebraska
$240K -$391K -20,328 -62%
UCB
374
United Community Bank
South Carolina
$238K +$18.8K +975 +9%
PWM
375
Prentice Wealth Management
New York
$234K +$234K +12,149 New
13 14
15
16 17