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Franklin Resources

556 hedge funds and large institutions have $5.56B invested in Franklin Resources in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 197 increasing their positions, 195 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+7
Holders Change %
+1.28%
% of All Funds
7.4%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
88
Increased
197
Reduced
195
Closed
71
Calls
$50.4M
Puts
$39.1M
Net Calls
+$11.2M
Net Calls Change
+$934K
Name Holding Trade Value Shares
Change
Shares
Change %
FRA
476
Front Row Advisors
California
$10.1K
EB
477
Eastern Bank
Massachusetts
$10.1K
WT
478
Whittier Trust
California
$10.1K
HBW
479
Hazlett, Burt & Watson
West Virginia
$10K
ST
480
Smithfield Trust
Pennsylvania
$10K
MEG
481
Millstone Evans Group
Colorado
$9.86K +$9.86K +486 New
LS
482
Livforsakringsbolaget Skandia
Sweden
$9.52K
CWM
483
Consultiva Wealth Management
Puerto Rico
$9.25K +$122 +6 +1%
HIW
484
Holos Integrated Wealth
Pennsylvania
$9.15K +$9.15K +451 New
MPWT
485
MassMutual Private Wealth & Trust
Connecticut
$8.62K -$9.15K -451 -51%
RCM
486
Raleigh Capital Management
North Carolina
$8.57K +$6.46K +318 +306%
MSG
487
Main Street Group
Virginia
$8.16K
NFSG
488
Newbridge Financial Services Group
Florida
$7.97K +$7.97K +393 New
AG
489
AmeriFlex Group
Nevada
$7.81K +$7.81K +351 New
CT
490
Colonial Trust
South Carolina
$7.59K +$6.61K +326 +679%
FHA
491
First Horizon Advisors
Tennessee
$7.3K +$7.1K +350 +3,500%
TPCW
492
TD Private Client Wealth
New York
$7.18K -$3.29K -162 -31%
SWM
493
Spire Wealth Management
Virginia
$7.04K +$1.89K +93 +37%
MCM
494
MAI Capital Management
Ohio
$6.9K +$6.9K +340 New
LWMI
495
Legacy Wealth Management (Idaho)
Idaho
$6.7K -$4.88K -239 -42%
LIS
496
Legacy Investment Solutions
Idaho
$6.7K -$4.88K -239 -42%
RMP
497
Richards, Merrill & Peterson
Washington
$6.59K +$6.59K +325 New
Q1WB
498
Quest 10 Wealth Builders
Virginia
$5.95K +$5.95K +293 New
RTL
499
Red Tortoise LLC
Georgia
$5.93K +$5.93K +292 New
KFI
500
Key Financial Inc
Pennsylvania
$5.9K