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Franklin Resources

565 hedge funds and large institutions have $6.77B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 183 increasing their positions, 217 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $30.7M

24% more capital invested

Capital invested by funds: $5.46B → $6.77B (+$1.31B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 85

1% more funds holding

Funds holding: 562565 (+3)

0.12% more ownership

Funds ownership: 53.94%54.06% (+0.12%)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 217

Holders
565
Holders Change
+3
Holders Change %
+0.53%
% of All Funds
7.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
92
Increased
183
Reduced
217
Closed
85
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
451
S.A. Mason
Michigan
$28K
AIM
452
Anchor Investment Management
South Carolina
$27.7K -$9.87K -479 -29%
TIM
453
Total Investment Management
Arizona
$27.3K +$23.6K +1,143 New
ZBNA
454
Zions Bancorporation, National Association
Utah
$27.1K +$15.1K +733 +181%
VCM
455
Versant Capital Management
Arizona
$26.5K +$10.9K +531 +91%
MCM
456
MAI Capital Management
Ohio
$25.7K +$15.2K +737 +217%
PFBT
457
Parkside Financial Bank & Trust
Missouri
$25.6K +$1.36K +66 +7%
PHK
458
Point72 Hong Kong
Hong Kong
$25.2K +$21.8K +1,057 New
BIG
459
Brooklyn Investment Group
New York
$24.1K -$43.8K -2,127 -68%
CA
460
CoreCap Advisors
Michigan
$23.9K +$19.3K +936 +1,463%
LFG
461
Larson Financial Group
Missouri
$22.1K -$1.34K -65 -7%
MSE
462
MUFG Securities EMEA
United Kingdom
$21.8K +$18.8K +913 New
NC
463
NewSquare Capital
Pennsylvania
$21.6K +$16.7K +811 +854%
HNB
464
Huntington National Bank
Ohio
$20.6K -$19.9K -964 -53%
OL
465
OneFund LLC
Florida
$19K +$16.3K +793 New
TPCW
466
TD Private Client Wealth
New York
$16.3K +$6.14K +298 +77%
TPWA
467
Twin Peaks Wealth Advisors
California
$16.2K +$13K +632 New
GTAM
468
Global Trust Asset Management
Florida
$16.1K
BF
469
BOK Financial
Oklahoma
$15.5K
RS
470
Rakuten Securities
Japan
$15.5K +$9.95K +483 +289%
GAM
471
Generali Asset Management
Italy
$14.7K
HIA
472
Harbor Investment Advisory
Maryland
$14.4K -$4.64K -225 -27%
AUB
473
Atlantic Union Bankshares
Virginia
$14.3K +$12.4K +600 New
TCOT
474
Trust Company of Toledo
Ohio
$14.3K +$12.4K +600 New
AG
475
AmeriFlex Group
Nevada
$13.8K

BEN Hedge Fund Activity: Q2 2025 in Review

565 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2025, worth a combined $6.77B — up 24% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BEN positions and 85 closed out — a net gain of 7 holders — while 183 added to existing stakes and 217 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $189M. The largest seller was Marshall Wace, cutting an estimated $78.4M.

  • 565 institutional investors held Franklin Resources (BEN) as of Q2 2025, up from 562 in Q1 2025.
  • Funds reported $6.77B of Franklin Resources stock for Q2 2025, up 24% quarter-over-quarter.
  • 92 funds opened new Franklin Resources positions in Q2 2025 and 85 closed out, a net change of +7 holders.
  • The largest Franklin Resources buyer in Q2 2025 was Royal Bank of Canada, an estimated $189M added.
  • The largest Franklin Resources seller in Q2 2025 was Marshall Wace, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2025.