We are live on ! Find out more
BEN icon

Franklin Resources

589 hedge funds and large institutions have $6.22B invested in Franklin Resources in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 205 increasing their positions, 187 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $32.3M

51% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 61

4% more funds holding

Funds holding: 565589 (+24)

10% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.31% less ownership

Funds ownership: 54.06%51.75% (-2.3%)

8% less capital invested

Capital invested by funds: $6.77B → $6.22B (-$544M)

Holders
589
Holders Change
+24
Holders Change %
+4.25%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
205
Reduced
187
Closed
61
Calls
$55.8M
Puts
$32.3M
Net Calls
+$23.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
376
Jacobi Capital Management
Pennsylvania
$278K +$3.31K +134 +1%
Capital Fund Management (CFM)
377
Capital Fund Management (CFM)
France
$272K +$291K +11,772 New
PFM
378
Patton Fund Management
Texas
$272K
VSQM
379
V-Square Quantitative Management
Illinois
$270K
MA
380
Mutual Advisors
Nebraska
$270K +$52K +2,105 +22%
Kayne Anderson Rudnick Investment Management
381
Kayne Anderson Rudnick Investment Management
California
$269K
CAPTRUST Financial Advisors
382
CAPTRUST Financial Advisors
North Carolina
$265K +$283K +11,454 New
MMA
383
Mizuho Markets Americas
New York
$264K -$126K -5,090 -31%
VI
384
Versor Investments
New York
$264K +$282K +11,400 New
SAI
385
Savvy Advisors Inc
New York
$259K -$222 -9 -0.1%
SDWIA
386
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$259K
BCM
387
Bayesian Capital Management
New York
$258K +$34.3K +1,387 +14%
Aviva
388
Aviva
United Kingdom
$257K -$20.2K -819 -7%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$256K +$44.2K +1,790 +19%
JAG
390
Journey Advisory Group
Kentucky
$256K -$41.8K -1,691 -13%
BHBT
391
Burke & Herbert Bank & Trust
Virginia
$256K
BTW
392
Boston Trust Walden
Massachusetts
$254K
LTAS
393
Linden Thomas Advisory Services
North Carolina
$254K -$2.62K -106 -1%
JF
394
Jump Financial
Illinois
$251K +$269K +10,868 New
EF
395
Empirical Finance
Pennsylvania
$250K +$2.52K +102 +1%
PCMC
396
Paragon Capital Management (Colorado)
Colorado
$247K -$13.3K -540 -5%
AWM
397
Angeles Wealth Management
California
$247K +$2.67K +108 +1%
CIA
398
Concurrent Investment Advisors
Florida
$244K +$21.7K +878 +9%
MWM
399
Manske Wealth Management
Texas
$244K
KAS
400
Kestra Advisory Services
Texas
$243K -$221K -8,948 -46%