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Franklin Resources

573 hedge funds and large institutions have $5.71B invested in Franklin Resources in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 252 increasing their positions, 164 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-17
Holders Change %
-2.88%
% of All Funds
8.33%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
75
Increased
252
Reduced
164
Closed
83
Calls
$56.4M
Puts
$11.5M
Net Calls
+$44.9M
Net Calls Change
+$31.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
401
Csenge Advisory Group
Florida
$248K -$15K -671 -6%
PI
402
PFG Investments
New York
$247K +$19.5K +874 +9%
BTW
403
Boston Trust Walden
Massachusetts
$246K
M&T Bank
404
M&T Bank
New York
$246K +$30.4K +1,361 +14%
VA
405
Vident Advisory
Georgia
$245K -$27K -1,209 -10%
AWM
406
Angeles Wealth Management
California
$244K +$693 +31 +0.3%
UCB
407
United Community Bank
South Carolina
$244K +$104K +4,654 +75%
FFA
408
Farther Finance Advisors
California
$242K +$43.6K +1,970 +22%
NB
409
Norinchukin Bank
Japan
$238K +$1.45K +65 +0.6%
PAG
410
Private Advisor Group
New Jersey
$236K +$34.2K +1,532 +17%
MC
411
Machina Capital
France
$233K +$233K +10,411 New
SFS
412
Sowell Financial Services
Arkansas
$229K +$1.48K +65 +0.6%
AG
413
AIA Group
Hong Kong
$228K +$228K +10,222 New
KeyBank National Association
414
KeyBank National Association
Ohio
$225K -$78.6K -3,516 -26%
CAPTRUST Financial Advisors
415
CAPTRUST Financial Advisors
North Carolina
$223K +$223K +9,968 New
NIM
416
NEOS Investment Management
Connecticut
$217K +$217K +9,728 New
SW
417
SVB Wealth
Massachusetts
$217K -$24.2K -1,081 -10%
CIA
418
Concurrent Investment Advisors
Florida
$217K +$217K +9,710 New
KRSITF
419
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$216K -$5.21K -233 -2%
HSA
420
HBK Sorce Advisory
Pennsylvania
$216K +$2.88K +129 +1%
HR
421
Hardy Reed
Mississippi
$215K +$215K +9,620 New
CWM
422
Cornerstone Wealth Management
Missouri
$215K -$8.94K -400 -4%
EF
423
Empirical Finance
Pennsylvania
$214K -$12.8K -574 -6%
NMIMC
424
Northwestern Mutual Investment Management Company
Wisconsin
$213K +$447 +20 +0.2%
RWM
425
Ritholtz Wealth Management
New York
$211K