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Franklin Resources

557 hedge funds and large institutions have $6.74B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 180 increasing their positions, 214 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
7.47%
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
180
Reduced
214
Closed
82
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RBFC
376
Roman Butler Fullerton & Co
Missouri
$237K +$237K +9,543 New
LIA
377
Lynx Investment Advisory
District of Columbia
$237K +$237K +9,920 New
NMIMC
378
Northwestern Mutual Investment Management Company
Wisconsin
$236K +$739 +31 +0.3%
SF
379
Summit Financial
New Jersey
$236K +$236K +9,750 New
IF
380
IRON Financial
Illinois
$233K +$233K +9,783 New
BCM
381
Bayesian Capital Management
New York
$233K -$522K -21,900 -69%
CIA
382
Concurrent Investment Advisors
Florida
$231K -$20.9K -877 -8%
ICM
383
IMS Capital Management
Oregon
$229K +$229K +9,610 New
Macquarie Group
384
Macquarie Group
Australia
$226K -$662K -27,736 -75%
CAMG
385
CWA Asset Management Group
Florida
$225K +$225K +9,451 New
RA
386
RFG Advisory
Alabama
$225K +$225K +9,430 New
DLHL
387
Donald L. Hagan LLC
Florida
$224K -$826K -34,617 -79%
SS
388
SBI Securities
Japan
$223K +$17.1K +718 +8%
AAS
389
Avantax Advisory Services
Texas
$223K +$223K +9,346 New
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$221K -$30.7K -1,288 -12%
KFGK
391
Keystone Financial Group (Kentucky)
Kentucky
$220K +$220K +9,212 New
VCP
392
Verus Capital Partners
Arizona
$219K -$509K -21,325 -70%
PI
393
PFG Investments
New York
$218K +$218K +9,153 New
RIL
394
Rothschild Investment LLC
Illinois
$218K -$29K -1,217 -12%
FCBT
395
First Citizens Bank & Trust
North Carolina
$217K +$217K +9,103 New
KWA
396
Kingswood Wealth Advisors
California
$215K +$215K +9,001 New
Capstone Investment Advisors
397
Capstone Investment Advisors
New York
$213K +$213K +8,921 New
SWM
398
SeaCrest Wealth Management
New York
$210K +$210K +8,822 New
HA
399
Herold Advisors
New York
$209K +$209K +8,750 New
ETC
400
Exchange Traded Concepts
Oklahoma
$207K +$3.1K +130 +2%