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Franklin Resources

563 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, 215 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 557563 (+6)

0.71% more ownership

Funds ownership: 53.34%54.04% (+0.71%)

15% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 215

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.9M
Puts
$30.7M
Net Calls
Net Calls Change

Top Buyers

1 +$219M
2 +$161M
3 +$76.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$54.6M
5
Holocene Advisors
Holocene Advisors
New York
+$51.4M

Top Sellers

1 -$90.7M
2 -$64.1M
3 -$52.1M
4
Invesco
Invesco
Georgia
-$46.1M
5
Goldman Sachs
Goldman Sachs
New York
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
351
Jacobi Capital Management
Pennsylvania
$284K
PFM
352
Patton Fund Management
Texas
$281K
Asset Management One
353
Asset Management One
Japan
$280K
TRCT
354
Tower Research Capital (TRC)
New York
$280K
HWAM
355
Hennion & Walsh Asset Management
New Jersey
$278K
VSQM
356
V-Square Quantitative Management
Illinois
$278K
BNP Paribas Asset Management
357
BNP Paribas Asset Management
France
$278K
Kayne Anderson Rudnick Investment Management
358
Kayne Anderson Rudnick Investment Management
California
$277K
BFM
359
Boothbay Fund Management
New York
$277K
SWP
360
Stratos Wealth Partners
Ohio
$273K
FL
361
FreeGulliver LLC
Louisiana
$272K
BAM
362
Boyar Asset Management
New York
$272K
Envestnet Portfolio Solutions
363
Envestnet Portfolio Solutions
Illinois
$271K
SAW
364
Signal Advisors Wealth
Michigan
$271K
PCMC
365
Paragon Capital Management (Colorado)
Colorado
$267K
SAI
366
Savvy Advisors Inc
New York
$267K
SDWIA
367
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$267K
LTAS
368
Linden Thomas Advisory Services
North Carolina
$264K
BHBT
369
Burke & Herbert Bank & Trust
Virginia
$264K
BTW
370
Boston Trust Walden
Massachusetts
$262K
CM
371
Capula Management
Cayman Islands
$260K
BJL
372
Brighton Jones LLC
Washington
$257K
EF
373
Empirical Finance
Pennsylvania
$256K
GI
374
GAMMA Investing
California
$255K
AWM
375
Angeles Wealth Management
California
$252K