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Franklin Resources

561 hedge funds and large institutions have $6.75B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 181 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: 555561 (+6)

0.71% more ownership

Funds ownership: 53.18%53.88% (+0.71%)

16% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 215

Holders
561
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
GWM
426
Geneos Wealth Management
Colorado
$78.3K
AIP
427
Ameritas Investment Partners
Nebraska
$74.7K
PS
428
Principal Securities
Iowa
$72.2K
CT
429
Caldwell Trust
Florida
$71.8K
GWSG
430
GPS Wealth Strategies Group
Colorado
$71.4K
AC
431
AlphaCore Capital
California
$69.6K
HI
432
Harbour Investments
Wisconsin
$68K
AssetMark Inc
433
AssetMark Inc
California
$66.2K
BAMF
434
BI Asset Management Fondsmaeglerselskab
Denmark
$66K
Group One Trading
435
Group One Trading
Illinois
$57.2K
CIM
436
Contravisory Investment Management
Massachusetts
$57.2K
CFD
437
Creative Financial Designs
Indiana
$51.2K
CSC
438
Caldwell Sutter Capital
California
$47.7K
ACM
439
Aster Capital Management
United Arab Emirates
$39.6K
MCM
440
Manchester Capital Management
Vermont
$37.5K
BHWM
441
Beaird Harris Wealth Management
Texas
$37K
AAP
442
Arax Advisory Partners
Colorado
$35.9K
CI Investments Inc
443
CI Investments Inc
Ontario, Canada
$34K
IRC
444
Investors Research Corp
Georgia
$33.4K
CAWM
445
Capital A Wealth Management
Pennsylvania
$30.7K
CWM
446
Consultiva Wealth Management
Puerto Rico
$30.6K
DMBA
447
Deseret Mutual Benefit Administrators
Utah
$29.5K
SAM
448
S.A. Mason
Michigan
$28K
AIM
449
Anchor Investment Management
South Carolina
$27.7K
TIM
450
Total Investment Management
Arizona
$27.3K