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Franklin Resources

565 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, 217 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $30.7M

24% more capital invested

Capital invested by funds: $5.46B → $6.77B (+$1.31B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 85

1% more funds holding

Funds holding: 562565 (+3)

0.12% more ownership

Funds ownership: 53.94%54.06% (+0.12%)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 217

Holders
565
Holders Change
+3
Holders Change %
+0.53%
% of All Funds
7.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
92
Increased
183
Reduced
217
Closed
85
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
351
Aviva
United Kingdom
$284K +$18.6K +901 +8%
JCM
352
Jacobi Capital Management
Pennsylvania
$284K +$245K +11,887 New
PFM
353
Patton Fund Management
Texas
$281K +$242K +11,767 New
Asset Management One
354
Asset Management One
Japan
$280K -$2.02M -97,795 -89%
TRCT
355
Tower Research Capital (TRC)
New York
$280K -$92.3K -4,477 -28%
HWAM
356
Hennion & Walsh Asset Management
New Jersey
$278K -$203K -9,855 -46%
VSQM
357
V-Square Quantitative Management
Illinois
$278K -$153K -7,419 -39%
BNP Paribas Asset Management
358
BNP Paribas Asset Management
France
$278K -$1.16M -56,476 -83%
Kayne Anderson Rudnick Investment Management
359
Kayne Anderson Rudnick Investment Management
California
$277K
BFM
360
Boothbay Fund Management
New York
$277K +$239K +11,611 New
SWP
361
Stratos Wealth Partners
Ohio
$273K -$544K -26,395 -70%
FL
362
FreeGulliver LLC
Louisiana
$272K -$289 -14 -0.1%
BAM
363
Boyar Asset Management
New York
$272K -$63.9K -3,100 -21%
Envestnet Portfolio Solutions
364
Envestnet Portfolio Solutions
Illinois
$271K -$31.4K -1,526 -12%
SAW
365
Signal Advisors Wealth
Michigan
$271K +$234K +11,343 New
PCMC
366
Paragon Capital Management (Colorado)
Colorado
$267K +$23.8K +1,157 +12%
SAI
367
Savvy Advisors Inc
New York
$267K -$15K -728 -6%
SDWIA
368
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$267K
LTAS
369
Linden Thomas Advisory Services
North Carolina
$264K +$228K +11,085 New
BHBT
370
Burke & Herbert Bank & Trust
Virginia
$264K
BTW
371
Boston Trust Walden
Massachusetts
$262K
CM
372
Capula Management
Cayman Islands
$260K +$225K +10,896 New
BJL
373
Brighton Jones LLC
Washington
$257K +$222K +10,779 New
EF
374
Empirical Finance
Pennsylvania
$256K +$1.57K +76 +0.7%
GI
375
GAMMA Investing
California
$255K +$59.7K +2,897 +37%

BEN Hedge Fund Activity: Q2 2025 in Review

565 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2025, worth a combined $6.77B — up 24% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BEN positions and 85 closed out — a net gain of 7 holders — while 183 added to existing stakes and 217 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $189M. The largest seller was Marshall Wace, cutting an estimated $78.4M.

  • 565 institutional investors held Franklin Resources (BEN) as of Q2 2025, up from 562 in Q1 2025.
  • Funds reported $6.77B of Franklin Resources stock for Q2 2025, up 24% quarter-over-quarter.
  • 92 funds opened new Franklin Resources positions in Q2 2025 and 85 closed out, a net change of +7 holders.
  • The largest Franklin Resources buyer in Q2 2025 was Royal Bank of Canada, an estimated $189M added.
  • The largest Franklin Resources seller in Q2 2025 was Marshall Wace, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2025.