We are live on ! Find out more
BEN icon

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
OP
426
ORG Partners
Indiana
$88.9K -$2.18K -106 -50%
CI
427
CX Institutional
Indiana
$81K +$49.5K +2,400 +245%
GWM
428
Geneos Wealth Management
Colorado
$78.3K -$68.9K -3,344 -50%
AIP
429
Ameritas Investment Partners
Nebraska
$74.7K -$192K -9,326 -75%
PS
430
Principal Securities
Iowa
$72.2K +$22.1K +1,071 +55%
CT
431
Caldwell Trust
Florida
$71.8K
GWSG
432
GPS Wealth Strategies Group
Colorado
$71.4K -$9.29K -451 -13%
AC
433
AlphaCore Capital
California
$69.6K -$101K -4,896 -63%
HI
434
Harbour Investments
Wisconsin
$68K -$144 -7 -0.2%
AssetMark Inc
435
AssetMark Inc
California
$66.2K +$25.5K +1,236 +80%
BAMF
436
BI Asset Management Fondsmaeglerselskab
Denmark
$66K -$87.6K -4,250 -61%
Group One Trading
437
Group One Trading
Illinois
$57.2K -$589K -28,560 -92%
CIM
438
Contravisory Investment Management
Massachusetts
$57.2K
SAM
439
Storebrand Asset Management
Norway
$52.8K -$31.6K -1,531 -41%
CFD
440
Creative Financial Designs
Indiana
$51.2K -$9.36K -454 -17%
CSC
441
Caldwell Sutter Capital
California
$47.7K
ACM
442
Aster Capital Management
United Arab Emirates
$39.6K +$34.2K +1,660 New
MCM
443
Manchester Capital Management
Vermont
$37.5K -$1.94K -94 -6%
BHWM
444
Beaird Harris Wealth Management
Texas
$37K +$12.4K +600 +63%
AAP
445
Arax Advisory Partners
Colorado
$35.9K +$5.3K +257 New
CI Investments Inc
446
CI Investments Inc
Ontario, Canada
$34K -$1.85K -90 -6%
IRC
447
Investors Research Corp
Georgia
$33.4K
CAWM
448
Capital A Wealth Management
Pennsylvania
$30.7K +$20.7K +1,006 +3,869%
CWM
449
Consultiva Wealth Management
Puerto Rico
$30.6K +$16.9K +820 +177%
DMBA
450
Deseret Mutual Benefit Administrators
Utah
$29.5K

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.