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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
ICM
401
IMS Capital Management
Oregon
$241K +$19.8K +800 +8%
SM
402
Sciencast Management
New Jersey
$240K +$256K +10,370 New
HIP
403
HUB Investment Partners
Texas
$238K +$255K +10,299 New
HI
404
Horizon Investments
North Carolina
$232K +$128K +5,163 +106%
BAM
405
Blueshift Asset Management
New Jersey
$232K +$248K +10,034 New
Lido Advisors
406
Lido Advisors
California
$229K -$75.5K -3,055 -24%
SA
407
Sanctuary Advisors
Indiana
$229K +$244K +9,884 New
NMIMC
408
Northwestern Mutual Investment Management Company
Wisconsin
$226K -$3.16K -128 -1%
MAM
409
Morse Asset Management
Connecticut
$223K -$1.79M -72,420 -88%
TRCT
410
Tower Research Capital (TRC)
New York
$223K -$52K -2,102 -18%
CAU
411
Caxton Associates (UK)
$222K +$237K +9,608 New
LIA
412
Lynx Investment Advisory
District of Columbia
$222K -$8.21K -332 -3%
ISFAN
413
Investor's Fiduciary Advisor Network
Washington
$221K +$237K +9,583 New
SW
414
Simplicity Wealth
New Jersey
$219K -$218K -8,810 -48%
ETC
415
Exchange Traded Concepts
Oklahoma
$216K +$16.6K +671 +8%
AFWM
416
Abich Financial Wealth Management
Virginia
$216K +$230K +9,321 New
KFGK
417
Keystone Financial Group (Kentucky)
Kentucky
$214K +$1.26K +51 +0.6%
AWM
418
Apollon Wealth Management
South Carolina
$212K -$162K -6,537 -42%
FCBT
419
First Citizens Bank & Trust
North Carolina
$211K
PI
420
PFG Investments
New York
$209K -$2.42K -98 -1%
PIM
421
Plato Investment Management
Australia
$207K -$297K -12,034 -57%
CAMG
422
CWA Asset Management Group
Florida
$205K -$14K -568 -6%
JAM
423
Jupiter Asset Management
United Kingdom
$204K +$218K +8,803 New
HA
424
Herold Advisors
New York
$202K
CAIM
425
Catherine Avery Investment Management
Florida
$201K -$2.8M -113,200 -93%