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Franklin Resources
BEN

Overview Fund Activity

554 hedge funds and large institutions have $5.38B invested in Franklin Resources in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 228 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
7.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
228
Reduced
165
Closed
65
Calls
$46.1M
Puts
$46M
Net Calls
+$123K
Net Calls Change
-$11.1M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$82.9M
2
EQF
Evergreen Quality Fund
Cayman Islands
+$50.2M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$49.3M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$28.9M
5
KGI
Kopernik Global Investors
Florida
+$23.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$80M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$39.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$19.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$18M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
376
Brown Brothers Harriman & Co
New York
$234K +$3.77K +196 +2%
TMAM
377
Tokio Marine Asset Management
Japan
$232K – – –
SAI
378
Savvy Advisors Inc
New York
$230K +$4.47K +232 +2%
MOS
379
MGO One Seven
Ohio
$224K +$224K +11,655 New
Kayne Anderson Rudnick Investment Management
380
Kayne Anderson Rudnick Investment Management
California
$224K – – –
FL
381
FreeGulliver LLC
Louisiana
$220K +$270 +14 +0.1%
SDWIA
382
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$215K – – –
Focus Partners Wealth
383
Focus Partners Wealth
Massachusetts
$214K -$249K -12,956 -54%
BHBT
384
Burke & Herbert Bank & Trust
Virginia
$213K – – –
Aviva
385
Aviva
United Kingdom
$212K +$1.25K +65 +0.6%
BTW
386
Boston Trust Walden
Massachusetts
$212K – – –
Bessemer Group
387
Bessemer Group
New Jersey
$207K +$38K +1,976 +22%
EF
388
Empirical Finance
Pennsylvania
$205K +$205K +10,641 New
AWM
389
Angeles Wealth Management
California
$205K +$2.83K +147 +1%
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$204K -$9.39K -488 -4%
CIA
391
Concurrent Investment Advisors
Florida
$203K +$203K +10,548 New
RIL
392
Rothschild Investment LLC
Illinois
$200K -$10.9K -565 -5%
FCH
393
Freestone Capital Holdings
Washington
$196K -$3.43M -178,351 -95%
PCMC
394
Paragon Capital Management (Colorado)
Colorado
$193K +$3.1K +161 +2%
MCM
395
Maple Capital Management
Vermont
$193K +$193K +10,000 New
NMIMC
396
Northwestern Mutual Investment Management Company
Wisconsin
$190K +$963 +50 +0.5%
NICM
397
Neo Ivy Capital Management
New York
$186K +$186K +9,674 New
PEAK6
398
PEAK6
Illinois
$172K -$1.67M -86,784 -91%
SS
399
SBI Securities
Japan
$166K -$69.4K -3,603 -29%
ETC
400
Exchange Traded Concepts
Oklahoma
$165K +$75.7K +3,931 +85%
14 15
16
17 18