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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
LPL Financial
26
LPL Financial
California
$47.1M +$1.74M +84,265 +4%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$39.1M -$1.44M -69,868 -4%
Bank of America
28
Bank of America
North Carolina
$39.1M +$9.93M +481,980 +42%
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$38.7M -$29.3M -1,423,450 -47%
UBS AM
30
UBS AM
Illinois
$37.4M -$10.5M -511,277 -25%
JP Morgan Chase
31
JP Morgan Chase
New York
$36.9M +$8.89M +431,363 +39%
GFA
32
Gallagher Fiduciary Advisors
Illinois
$35.4M -$294K -14,272 -1%
Franklin Resources
33
Franklin Resources
California
$32.7M +$9.64M +467,841 +52%
FGP
34
Freestone Grove Partners
California
$32M +$19.9M +963,919 +256%
Barclays
35
Barclays
United Kingdom
$30.6M -$5.59M -271,278 -17%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$29.3M +$25.4M +1,230,498 New
Legal & General Group
37
Legal & General Group
United Kingdom
$27.2M -$4.09M -198,607 -15%
Deutsche Bank
38
Deutsche Bank
Germany
$26.3M -$17.4M -843,676 -43%
N
39
Nuveen
North Carolina
$24.5M +$6.27M +304,302 +42%
MYAM
40
Meiji Yasuda Asset Management
Japan
$20.1M +$390K +18,920 +2%
SLAM
41
Swiss Life Asset Management
$19.4M -$572K -27,748 -3%
Point72 Asset Management
42
Point72 Asset Management
Connecticut
$18.9M +$16.4M +793,720 New
Marshall Wace
43
Marshall Wace
United Kingdom
$18.8M -$78.4M -3,802,939 -83%
Grantham, Mayo, Van Otterloo & Co (GMO)
44
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.1M -$16.5M -802,071 -53%
AllianceBernstein
45
AllianceBernstein
Tennessee
$16.5M +$6.93M +336,286 +94%
Allianz Asset Management
46
Allianz Asset Management
Germany
$16.3M -$658K -31,930 -4%
IP
47
Interval Partners
New York
$16.2M +$11.3M +547,777 +414%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$15.1M -$922K -44,759 -7%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$15M -$55.4M -2,687,600 -81%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$14.9M -$12.6M -612,954 -50%

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.