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Franklin Resources

572 hedge funds and large institutions have $6.6B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 213 increasing their positions, 186 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:

6% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 89

3% less funds holding

Funds holding: 589572 (-17)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
572
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
KFG
426
Kingdom Financial Group
Arizona
$62.1K
CB
427
CNB Bank
Pennsylvania
$60.4K
MAM
428
Morse Asset Management
Connecticut
$58.5K
AssetMark Inc
429
AssetMark Inc
California
$56.1K
SAM
430
Storebrand Asset Management
Norway
$52.9K
QL
431
Quarry LP
New York
$49.2K
EP
432
Essential Partners
California
$47.6K
KFAS
433
Keating Financial Advisory Services
Kansas
$47.3K
CSC
434
Caldwell Sutter Capital
California
$45.4K
EWA
435
EverSource Wealth Advisors
Alabama
$43.9K
IAIM
436
International Assets Investment Management
Florida
$37.7K
BHWM
437
Beaird Harris Wealth Management
Texas
$37K
ZBNA
438
Zions Bancorporation, National Association
Utah
$36.1K
HHCP
439
Hilton Head Capital Partners
South Carolina
$35.8K
SAM
440
Smartleaf Asset Management
Massachusetts
$35.1K
MCM
441
Manchester Capital Management
Vermont
$33.9K
IRC
442
Investors Research Corp
Georgia
$33.4K
LFG
443
Larson Financial Group
Missouri
$33.3K
ACA
444
Atlas Capital Advisors
Wyoming
$31.9K
CWM
445
Consultiva Wealth Management
Puerto Rico
$31.5K
Federated Hermes
446
Federated Hermes
Pennsylvania
$31.3K
RFP
447
Root Financial Partners
California
$30.8K
LSA
448
Leonteq Securities AG
Switzerland
$30K
DMBA
449
Deseret Mutual Benefit Administrators
Utah
$29.6K
AIM
450
Anchor Investment Management
South Carolina
$28.4K