BEN icon

Franklin Resources

569 hedge funds and large institutions have $6.58B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 213 increasing their positions, 185 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 89

3% less funds holding

Funds holding: 588569 (-19)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
569
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.8M
Puts
$32.6M
Net Calls
Net Calls Change

Top Buyers

1 +$61.9M
2 +$58.6M
3 +$47.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$43.6M
5
BlackRock
BlackRock
New York
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
476
Whittier Trust
California
$12.6K
TWD
477
True Wealth Design
Ohio
$12.4K
CH
478
Cromwell Holdings
Wyoming
$12.4K
CAL
479
Capital Advisors Ltd
Ohio
$12K
HBW
480
Hazlett, Burt & Watson
West Virginia
$12K
ST
481
Smithfield Trust
Pennsylvania
$12K
NS
482
NBC Securities
Alabama
$11.9K
EB
483
Eastern Bank
Massachusetts
$11.9K
MEG
484
Millstone Evans Group
Colorado
$11.6K
JWA
485
JFS Wealth Advisors
Pennsylvania
$10.8K
KCM
486
Key Capital Management
Tennessee
$10.7K
DE
487
DV Equities
Illinois
$10.4K
PWPS
488
Pinnacle Wealth Planning Services
Ohio
$9.89K
TSMHT
489
Thurston Springer Miller Herd & Titak
Indiana
$9.56K
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$8.96K
UB
491
UMB Bank
Missouri
$8.17K
LWMI
492
Legacy Wealth Management (Idaho)
Idaho
$7.84K
KFI
493
Key Financial Inc
Pennsylvania
$6.95K
QC
494
Quent Capital
New York
$6.88K
DRP
495
Decker Retirement Planning
Utah
$6.71K
AA
496
Addison Advisors
Vermont
$6.19K
CFFP
497
Center for Financial Planning
Michigan
$6.02K
OAJ
498
Ogorek Anthony Joseph
New York
$6K
TF
499
Tompkins Financial
New York
$5.97K
BWL
500
Bogart Wealth LLC
Virginia
$5.86K