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Franklin Resources

569 hedge funds and large institutions have $6.58B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 213 increasing their positions, 185 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 89

3% less funds holding

Funds holding: 588569 (-19)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
569
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.8M
Puts
$32.6M
Net Calls
Net Calls Change

Top Buyers

1 +$61.9M
2 +$58.6M
3 +$47.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$43.6M
5
BlackRock
BlackRock
New York
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
426
Rothschild Investment LLC
Illinois
$66.4K
KFG
427
Kingdom Financial Group
Arizona
$62.1K
CB
428
CNB Bank
Pennsylvania
$60.4K
MAM
429
Morse Asset Management
Connecticut
$58.5K
AssetMark Inc
430
AssetMark Inc
California
$56.1K
QL
431
Quarry LP
New York
$49.2K
KFAS
432
Keating Financial Advisory Services
Kansas
$47.3K
CSC
433
Caldwell Sutter Capital
California
$45.4K
EWA
434
EverSource Wealth Advisors
Alabama
$43.9K
IAIM
435
International Assets Investment Management
Florida
$37.7K
BHWM
436
Beaird Harris Wealth Management
Texas
$37K
ZBNA
437
Zions Bancorporation, National Association
Utah
$36.1K
HHCP
438
Hilton Head Capital Partners
South Carolina
$35.8K
SAM
439
Smartleaf Asset Management
Massachusetts
$35.1K
MCM
440
Manchester Capital Management
Vermont
$33.9K
IRC
441
Investors Research Corp
Georgia
$33.4K
LFG
442
Larson Financial Group
Missouri
$33.3K
ACA
443
Atlas Capital Advisors
Wyoming
$31.9K
CWM
444
Consultiva Wealth Management
Puerto Rico
$31.5K
Federated Hermes
445
Federated Hermes
Pennsylvania
$31.3K
RFP
446
Root Financial Partners
California
$30.8K
LSA
447
Leonteq Securities AG
Switzerland
$30K
DMBA
448
Deseret Mutual Benefit Administrators
Utah
$29.6K
AIM
449
Anchor Investment Management
South Carolina
$28.4K
AG
450
AmeriFlex Group
Nevada
$28.1K