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Franklin Resources

561 hedge funds and large institutions have $6.75B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 181 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: 555561 (+6)

0.71% more ownership

Funds ownership: 53.18%53.88% (+0.71%)

16% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 215

Holders
561
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
PFM
351
Patton Fund Management
Texas
$281K
Asset Management One
352
Asset Management One
Japan
$280K
TRCT
353
Tower Research Capital (TRC)
New York
$280K
HWAM
354
Hennion & Walsh Asset Management
New Jersey
$278K
VSQM
355
V-Square Quantitative Management
Illinois
$278K
BNP Paribas Asset Management
356
BNP Paribas Asset Management
France
$278K
Kayne Anderson Rudnick Investment Management
357
Kayne Anderson Rudnick Investment Management
California
$277K
BFM
358
Boothbay Fund Management
New York
$277K
SWP
359
Stratos Wealth Partners
Ohio
$273K
FL
360
FreeGulliver LLC
Louisiana
$272K
BAM
361
Boyar Asset Management
New York
$272K
Envestnet Portfolio Solutions
362
Envestnet Portfolio Solutions
Illinois
$271K
SAW
363
Signal Advisors Wealth
Michigan
$271K
PCMC
364
Paragon Capital Management (Colorado)
Colorado
$267K
SAI
365
Savvy Advisors Inc
New York
$267K
SDWIA
366
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$267K
LTAS
367
Linden Thomas Advisory Services
North Carolina
$264K
BHBT
368
Burke & Herbert Bank & Trust
Virginia
$264K
BTW
369
Boston Trust Walden
Massachusetts
$262K
CM
370
Capula Management
Cayman Islands
$260K
BJL
371
Brighton Jones LLC
Washington
$257K
EF
372
Empirical Finance
Pennsylvania
$256K
GI
373
GAMMA Investing
California
$255K
AWM
374
Angeles Wealth Management
California
$252K
MA
375
Mutual Advisors
Nebraska
$243K