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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
AWM
376
Angeles Wealth Management
California
$252K -$1.65K -80 -0.8%
MWM
377
Manske Wealth Management
Texas
$251K +$2.06K +100 +1%
MA
378
Mutual Advisors
Nebraska
$243K +$202K +9,787 New
Mackenzie Financial
379
Mackenzie Financial
Ontario, Canada
$240K +$207K +10,045 New
RBFC
380
Roman Butler Fullerton & Co
Missouri
$237K +$197K +9,543 New
LIA
381
Lynx Investment Advisory
District of Columbia
$237K +$204K +9,920 New
NMIMC
382
Northwestern Mutual Investment Management Company
Wisconsin
$236K +$639 +31 +0.3%
SF
383
Summit Financial
New Jersey
$236K +$201K +9,750 New
IF
384
IRON Financial
Illinois
$233K +$202K +9,783 New
BCM
385
Bayesian Capital Management
New York
$233K -$451K -21,900 -69%
CIA
386
Concurrent Investment Advisors
Florida
$231K -$18.1K -877 -8%
ICM
387
IMS Capital Management
Oregon
$229K +$198K +9,610 New
Macquarie Group
388
Macquarie Group
Australia
$226K -$572K -27,736 -75%
CAMG
389
CWA Asset Management Group
Florida
$225K +$195K +9,451 New
RA
390
RFG Advisory
Alabama
$225K +$194K +9,430 New
DLHL
391
Donald L. Hagan LLC
Florida
$224K -$713K -34,617 -79%
SS
392
SBI Securities
Japan
$223K +$14.8K +718 +8%
AAS
393
Avantax Advisory Services
Texas
$223K +$193K +9,346 New
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$221K -$26.5K -1,288 -12%
KFGK
395
Keystone Financial Group (Kentucky)
Kentucky
$220K +$190K +9,212 New
PI
396
PFG Investments
New York
$218K +$189K +9,153 New
RIL
397
Rothschild Investment LLC
Illinois
$218K -$25.1K -1,217 -12%
FCBT
398
First Citizens Bank & Trust
North Carolina
$217K +$188K +9,103 New
KWA
399
Kingswood Wealth Advisors
California
$215K +$185K +9,001 New
Capstone Investment Advisors
400
Capstone Investment Advisors
New York
$213K +$184K +8,921 New

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.