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Franklin Resources

549 hedge funds and large institutions have $5.3B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 165 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-24
Holders Change %
-4.19%
% of All Funds
7.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
76
Increased
233
Reduced
165
Closed
95
Calls
$63.3M
Puts
$53M
Net Calls
+$10.3M
Net Calls Change
-$34.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WBC
451
Westpac Banking Corp
Australia
$34.1K
TCOV
452
Trust Company of Vermont
Vermont
$30.4K +$161 +8 +0.5%
MTC
453
Matrix Trust Company
Colorado
$29K +$29K +1,438 New
IRC
454
Investors Research Corp
Georgia
$28.2K
SIM
455
Sentry Investment Management
Wisconsin
$27K
LC
456
Lindbrook Capital
California
$27K -$14.1K -701 -34%
CAS
457
Coppell Advisory Solutions
Texas
$26.7K +$707 +34 +3%
MWA
458
MFA Wealth Advisors
Pennsylvania
$25.5K +$25.5K +1,267 New
FIA
459
FNY Investment Advisers
New York
$25K +$25K +1,250 New
DMBA
460
Deseret Mutual Benefit Administrators
Utah
$24.9K
WT
461
Washington Trust
Rhode Island
$24.2K
SAM
462
Smartleaf Asset Management
Massachusetts
$23.6K +$10.6K +510 +81%
HNB
463
Huntington National Bank
Ohio
$23.3K +$786 +39 +3%
AS
464
Altshuler Shaham
Israel
$20.7K -$4.03K -200 -16%
PBK
465
Peoples Bank (Kansas)
Kansas
$20.1K
JPWM
466
Jamison Private Wealth Management
Georgia
$19.9K -$9.96K -494 -33%
PFBT
467
Parkside Financial Bank & Trust
Missouri
$18.1K -$11.2K -555 -38%
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
$17.7K -$4.78K -237 -21%
FFO
469
Fortitude Family Office
Arizona
$17.1K +$17.1K +850 New
HIA
470
Harbor Investment Advisory
Maryland
$16.7K +$6.01K +298 +56%
BWP
471
Baldwin Wealth Partners
Massachusetts
$16.5K
GTAM
472
Global Trust Asset Management
Florida
$13.6K
BF
473
BOK Financial
Oklahoma
$12.7K +$12.7K +651 New
AP
474
Aspect Partners
Virginia
$12.7K +$3.16K +157 +33%
LIS
475
Legacy Investment Solutions
Idaho
$12.2K +$12.2K +567 New