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Franklin Resources

556 hedge funds and large institutions have $5.56B invested in Franklin Resources in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 197 increasing their positions, 195 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+7
Holders Change %
+1.28%
% of All Funds
7.4%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
88
Increased
197
Reduced
195
Closed
71
Calls
$50.4M
Puts
$39.1M
Net Calls
+$11.2M
Net Calls Change
+$934K
Name Holding Trade Value Shares
Change
Shares
Change %
TCOV
451
Trust Company of Vermont
Vermont
$30.4K -$162 -8 -0.5%
LFG
452
Larson Financial Group
Missouri
$29.7K -$6.39K -315 -18%
IRC
453
Investors Research Corp
Georgia
$28.4K
CAS
454
Coppell Advisory Solutions
Texas
$27.3K +$1.45K +72 +6%
GM
455
GeoWealth Management
Illinois
$25.6K +$19.9K +981 +350%
CA
456
CoreCap Advisors
Michigan
$25.1K +$15K +737 +147%
DMBA
457
Deseret Mutual Benefit Administrators
Utah
$25.1K
WT
458
Washington Trust
Rhode Island
$24.3K
PFBT
459
Parkside Financial Bank & Trust
Missouri
$23.5K +$5.26K +259 +29%
RF
460
Roxbury Financial
New Jersey
$23.4K +$23.4K +1,029 New
MCM
461
Manchester Capital Management
Vermont
$22.6K +$14.6K +721 +184%
PBK
462
Peoples Bank (Kansas)
Kansas
$20.3K
BHWM
463
Beaird Harris Wealth Management
Texas
$19.3K +$19.3K +950 New
SAM
464
S.A. Mason
Michigan
$18.7K +$18.7K +920 New
HNB
465
Huntington National Bank
Ohio
$17.5K -$5.93K -292 -25%
FFO
466
Fortitude Family Office
Arizona
$17.2K
HIA
467
Harbor Investment Advisory
Maryland
$16.8K
EWA
468
EverSource Wealth Advisors
Alabama
$14.8K +$4K +197 +37%
GTAM
469
Global Trust Asset Management
Florida
$13.7K
AP
470
Aspect Partners
Virginia
$12.8K
GAM
471
Generali Asset Management
Italy
$12.5K +$12.5K +616 New
BF
472
BOK Financial
Oklahoma
$12.4K
SSB
473
Sandy Spring Bank
Maryland
$12.2K
AAP
474
Arax Advisory Partners
Colorado
$12.1K +$12.1K +594 New
CFO
475
CVA Family Office
Colorado
$11.7K +$11.2K +550 +2,200%