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Franklin Resources

549 hedge funds and large institutions have $5.3B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 165 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-24
Holders Change %
-4.19%
% of All Funds
7.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
76
Increased
233
Reduced
165
Closed
95
Calls
$63.3M
Puts
$53M
Net Calls
+$10.3M
Net Calls Change
-$34.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
376
Cornerstone Wealth Management
Missouri
$235K +$41.1K +2,038 +21%
SAI
377
Savvy Advisors Inc
New York
$234K +$1.11K +55 +0.5%
Kayne Anderson Rudnick Investment Management
378
Kayne Anderson Rudnick Investment Management
California
$234K
Focus Partners Wealth
379
Focus Partners Wealth
Massachusetts
$232K +$232K +11,495 New
IIM
380
INTECH Investment Management
Florida
$229K -$492K -24,396 -68%
SDWIA
381
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$225K
Mackenzie Financial
382
Mackenzie Financial
Ontario, Canada
$225K -$494K -24,524 -69%
MNBTD
383
Moody National Bank Trust Division
Texas
$225K +$225K +11,173 New
GAM
384
Guinness Asset Management
United Kingdom
$224K -$25.6K -1,269 -10%
Aviva
385
Aviva
United Kingdom
$224K -$564 -28 -0.3%
BHBT
386
Burke & Herbert Bank & Trust
Virginia
$223K -$66.7K -3,310 -23%
FFA
387
Farther Finance Advisors
California
$222K +$1.91K +95 +0.9%
BTW
388
Boston Trust Walden
Massachusetts
$222K
LAM
389
Lewis Asset Management
California
$220K +$220K +10,912 New
UCB
390
United Community Bank
South Carolina
$220K
SCM
391
Sterling Capital Management
North Carolina
$219K +$219K +10,864 New
CIAS
392
Capital Investment Advisory Services
North Carolina
$218K +$218K +10,840 New
CCIA
393
Campbell & Co Investment Adviser
Maryland
$217K -$1.32M -65,638 -86%
STA
394
Summit Trail Advisors
New York
$215K -$22.4K -1,096 -9%
PI
395
PFG Investments
New York
$214K -$9.29K -461 -4%
AWM
396
Angeles Wealth Management
California
$212K -$8.24K -409 -4%
BSSFA
397
Baron Silver Stevens Financial Advisors
Florida
$212K +$212K +10,500 New
SWP
398
Stratos Wealth Partners
Ohio
$209K -$20.6K -1,022 -9%
ECM
399
Evergreen Capital Management
Washington
$207K -$44.9K -2,204 -18%
AC
400
AlphaCore Capital
California
$203K -$175K -8,536 -46%