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Franklin Resources

589 hedge funds and large institutions have $6.22B invested in Franklin Resources in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 205 increasing their positions, 187 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $32.3M

51% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 61

4% more funds holding

Funds holding: 565589 (+24)

10% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.31% less ownership

Funds ownership: 54.06%51.75% (-2.3%)

8% less capital invested

Capital invested by funds: $6.77B → $6.22B (-$544M)

Holders
589
Holders Change
+24
Holders Change %
+4.25%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
205
Reduced
187
Closed
61
Calls
$55.8M
Puts
$32.3M
Net Calls
+$23.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
451
CX Institutional
Indiana
$81K +$2.55K +103 +3%
MG
452
Mather Group
Illinois
$77.1K +$82.4K +3,334 New
PS
453
Principal Securities
Iowa
$76.8K +$7.27K +294 +10%
RIL
454
Rothschild Investment LLC
Illinois
$76.3K -$145K -5,855 -64%
CA
455
CoreCap Advisors
Michigan
$72.9K +$53.2K +2,151 +215%
AC
456
AlphaCore Capital
California
$70.2K +$1.61K +65 +2%
CT
457
Caldwell Trust
Florida
$69.6K
HI
458
Harbour Investments
Wisconsin
$66.1K +$99 +4 +0.1%
AIP
459
Ameritas Investment Partners
Nebraska
$64.6K -$8.43K -341 -11%
BAMF
460
BI Asset Management Fondsmaeglerselskab
Denmark
$64K
CB
461
CNB Bank
Pennsylvania
$58.5K +$62.5K +2,528 New
MWPCG
462
Measured Wealth Private Client Group
New Hampshire
$55.9K +$59.7K +2,417 New
AssetMark Inc
463
AssetMark Inc
California
$51.5K -$13.6K -550 -20%
SAM
464
Storebrand Asset Management
Norway
$51.2K
SIC
465
SJS Investment Consulting
Ohio
$48.9K +$51.2K +2,072 +5,180%
GWSG
466
GPS Wealth Strategies Group
Colorado
$47.2K -$23.5K -952 -32%
CSC
467
Caldwell Sutter Capital
California
$46.3K
PTC
468
Private Trust Company
Ohio
$44.9K -$45.3K -1,831 -49%
EP
469
Essential Partners
California
$44.8K +$47.8K +1,935 New
PEAK6
470
PEAK6
Illinois
$41.8K -$280K -11,348 -86%
Mitsubishi UFJ Trust & Banking
471
Mitsubishi UFJ Trust & Banking
Japan
$39.7K +$42.5K +1,718 New
CI Investments Inc
472
CI Investments Inc
Ontario, Canada
$39K +$6.23K +252 +18%
WANY
473
Wealthspire Advisors (New York)
New York
$36.8K +$39.3K +1,591 New
BHWM
474
Beaird Harris Wealth Management
Texas
$35.9K
C
475
Covestor
United Kingdom
$35K -$92.2K -3,730 -71%