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Franklin Resources
BEN

Overview Fund Activity

554 hedge funds and large institutions have $5.38B invested in Franklin Resources in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 228 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
7.53%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
228
Reduced
165
Closed
65
Calls
$46.1M
Puts
$46M
Net Calls
+$123K
Net Calls Change
-$11.1M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$82.9M
2
EQF
Evergreen Quality Fund
Cayman Islands
+$50.2M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$49.3M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$28.9M
5
KGI
Kopernik Global Investors
Florida
+$23.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$80M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$39.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$19.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$18M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
26
Two Sigma Investments
New York
$37.4M -$19.1M -994,264 -34%
LPL Financial
27
LPL Financial
California
$36.4M +$7.15M +371,562 +24%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$32.9M +$68.5K +3,559 +0.2%
Millennium Management
29
Millennium Management
New York
$32.4M +$971K +50,434 +3%
Barclays
30
Barclays
United Kingdom
$29.9M +$1.44M +74,873 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.3M +$31.6K +1,640 +0.1%
GFA
32
Gallagher Fiduciary Advisors
Illinois
$28.9M +$28.9M +1,499,805 New
Legal & General Group
33
Legal & General Group
United Kingdom
$25.8M +$427K +22,188 +2%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$23.8M -$11.8M -615,017 -33%
KHCM
35
Kettle Hill Capital Management
New York
$22.9M +$3.57M +185,534 +19%
Bank of America
36
Bank of America
North Carolina
$22.2M +$10.7M +557,603 +93%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$21.5M +$7.84M +407,265 +58%
AQR Capital Management
38
AQR Capital Management
Connecticut
$18.4M -$39.1M -2,062,287 -68%
Franklin Resources
39
Franklin Resources
California
$17.4M -$166K -8,643 -0.9%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$16.4M +$149K +7,732 +0.9%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$16.3M +$1.77M +91,958 +12%
MYAM
42
Meiji Yasuda Asset Management
Japan
$15.8M +$6.33M +328,800 +67%
Mitsubishi UFJ Asset Management
43
Mitsubishi UFJ Asset Management
Japan
$15.4M +$1.62M +84,049 +12%
NL
44
Nuveen LLC
North Carolina
$13.9M +$13.9M +720,951 New
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$13.9M +$1.38M +71,647 +11%
Allianz Asset Management
46
Allianz Asset Management
Germany
$13.8M -$394K -20,478 -3%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$13.6M -$452K -23,487 -3%
A
48
AustralianSuper
Australia
$13.1M – – –
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$13.1M +$2.94M +152,941 +29%
Renaissance Technologies
50
Renaissance Technologies
New York
$13M +$3.48M +180,856 +37%
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