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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, 214 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
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
SAM
431
Storebrand Asset Management
Norway
$52.9K
QL
432
Quarry LP
New York
$49.2K
EPL
433
Essential Partners LLC
California
$47.6K
KFAS
434
Keating Financial Advisory Services
Kansas
$47.3K
CSC
435
Caldwell Sutter Capital
California
$45.4K
EWA
436
EverSource Wealth Advisors
Alabama
$43.9K
IAIM
437
International Assets Investment Management
Florida
$37.7K
BHWM
438
Beaird Harris Wealth Management
Texas
$37K
ZBNA
439
Zions Bancorporation, National Association
Utah
$36.1K
HHCP
440
Hilton Head Capital Partners
South Carolina
$35.8K
SAM
441
Smartleaf Asset Management
Massachusetts
$35.1K
MCM
442
Manchester Capital Management
Vermont
$33.9K
IRC
443
Investors Research Corp
Georgia
$33.4K
LFG
444
Larson Financial Group
Missouri
$33.3K
ACA
445
Atlas Capital Advisors
Wyoming
$31.9K
CWM
446
Consultiva Wealth Management
Puerto Rico
$31.5K
Federated Hermes
447
Federated Hermes
Pennsylvania
$31.3K
RFP
448
Root Financial Partners
California
$30.8K
LSA
449
Leonteq Securities AG
Switzerland
$30K
DMBA
450
Deseret Mutual Benefit Administrators
Utah
$29.6K