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Franklin Resources

563 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, 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: 557563 (+6)

0.71% more ownership

Funds ownership: 53.34%54.04% (+0.71%)

15% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 215

Holders
563
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
MWM
376
Manske Wealth Management
Texas
$251K
MA
377
Mutual Advisors
Nebraska
$243K
Mackenzie Financial
378
Mackenzie Financial
Ontario, Canada
$240K
RBFC
379
Roman Butler Fullerton & Co
Missouri
$237K
LIA
380
Lynx Investment Advisory
District of Columbia
$237K
NMIMC
381
Northwestern Mutual Investment Management Company
Wisconsin
$236K
SF
382
Summit Financial
New Jersey
$236K
IF
383
IRON Financial
Illinois
$233K
BCM
384
Bayesian Capital Management
New York
$233K
CIA
385
Concurrent Investment Advisors
Florida
$231K
ICM
386
IMS Capital Management
Oregon
$229K
Macquarie Group
387
Macquarie Group
Australia
$226K
CAMG
388
CWA Asset Management Group
Florida
$225K
RA
389
RFG Advisory
Alabama
$225K
DLHL
390
Donald L. Hagan LLC
Florida
$224K
SS
391
SBI Securities
Japan
$223K
AAS
392
Avantax Advisory Services
Texas
$223K
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$221K
KFGK
394
Keystone Financial Group (Kentucky)
Kentucky
$220K
VCP
395
Verus Capital Partners
Arizona
$219K
PI
396
PFG Investments
New York
$218K
RIL
397
Rothschild Investment LLC
Illinois
$218K
FCBT
398
First Citizens Bank & Trust
North Carolina
$217K
KWA
399
Kingswood Wealth Advisors
California
$215K
Capstone Investment Advisors
400
Capstone Investment Advisors
New York
$213K