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Franklin Resources

563 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, 215 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 557563 (+6)

0.71% more ownership

Funds ownership: 53.34%54.04% (+0.71%)

15% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 215

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.9M
Puts
$30.7M
Net Calls
Net Calls Change

Top Buyers

1 +$219M
2 +$161M
3 +$76.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$54.6M
5
Holocene Advisors
Holocene Advisors
New York
+$51.4M

Top Sellers

1 -$90.7M
2 -$64.1M
3 -$52.1M
4
Invesco
Invesco
Georgia
-$46.1M
5
Goldman Sachs
Goldman Sachs
New York
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
426
ORG Partners
Indiana
$88.9K
CI
427
CX Institutional
Indiana
$81K
GWM
428
Geneos Wealth Management
Colorado
$78.3K
AIP
429
Ameritas Investment Partners
Nebraska
$74.7K
PS
430
Principal Securities
Iowa
$72.2K
CT
431
Caldwell Trust
Florida
$71.8K
GWSG
432
GPS Wealth Strategies Group
Colorado
$71.4K
AC
433
AlphaCore Capital
California
$69.6K
HI
434
Harbour Investments
Wisconsin
$68K
AssetMark Inc
435
AssetMark Inc
California
$66.2K
BAMF
436
BI Asset Management Fondsmaeglerselskab
Denmark
$66K
Group One Trading
437
Group One Trading
Illinois
$57.2K
CIM
438
Contravisory Investment Management
Massachusetts
$57.2K
CFD
439
Creative Financial Designs
Indiana
$51.2K
CSC
440
Caldwell Sutter Capital
California
$47.7K
ACM
441
Aster Capital Management
United Arab Emirates
$39.6K
MCM
442
Manchester Capital Management
Vermont
$37.5K
BHWM
443
Beaird Harris Wealth Management
Texas
$37K
AAP
444
Arax Advisory Partners
Colorado
$35.9K
CI Investments Inc
445
CI Investments Inc
Ontario, Canada
$34K
IRC
446
Investors Research Corp
Georgia
$33.4K
CAWM
447
Capital A Wealth Management
Pennsylvania
$30.7K
CWM
448
Consultiva Wealth Management
Puerto Rico
$30.6K
DMBA
449
Deseret Mutual Benefit Administrators
Utah
$29.5K
SAM
450
S.A. Mason
Michigan
$28K