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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
SWM
401
SeaCrest Wealth Management
New York
$210K +$182K +8,822 New
HA
402
Herold Advisors
New York
$209K +$180K +8,750 New
ETC
403
Exchange Traded Concepts
Oklahoma
$207K +$2.68K +130 +2%
BWP
404
BSW Wealth Partners
Colorado
$204K +$176K +8,556 New
DZ Bank
405
DZ Bank
Germany
$202K +$94.1K +4,566 +117%
MM
406
MQS Management
New York
$201K +$174K +8,425 New
KRSITF
407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$201K +$173K +8,416 New
ITIM
408
Indiana Trust & Investment Management
Indiana
$194K
Korea Investment Corp
409
Korea Investment Corp
South Korea
$192K -$2.81M -136,178 -94%
PA
410
Parallel Advisors
California
$190K +$47.8K +2,319 +41%
WTC
411
WhitTier Trust Company
Nevada
$186K
Walleye Trading
412
Walleye Trading
New York
$185K +$66.8K +3,242 +72%
Federated Hermes
413
Federated Hermes
Pennsylvania
$169K +$146K +7,098 New
MSA
414
MUFG Securities Americas
New York
$164K +$28.5K +1,384 +25%
CAL
415
Capital Analysts LLC
Pennsylvania
$161K +$289 +14 +0.2%
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$148K -$2.45M -118,988 -95%
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$147K -$181K -8,760 -59%
AF
418
Allworth Financial
California
$143K -$27.9K -1,352 -18%
QL
419
Quarry LP
New York
$138K +$119K +5,794 New
C
420
Covestor
United Kingdom
$125K +$2.51K +122 +2%
HI
421
Horizon Investments
North Carolina
$116K +$7.34K +356 +8%
WSFS
422
Wilmington Savings Fund Society
Delaware
$108K -$29.1K -1,410 -24%
SDIC
423
South Dakota Investment Council
South Dakota
$101K
S
424
SignatureFD
Georgia
$93.9K +$27.7K +1,346 +52%
PTC
425
Private Trust Company
Ohio
$90K -$598 -29 -0.8%

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.