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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 %
MEG
476
Millstone Evans Group
Colorado
$9.36K – – –
LS
477
Livforsakringsbolaget Skandia
Sweden
$9.04K – – –
ST
478
Smithfield Trust
Pennsylvania
$9K – – –
NS
479
NBC Securities
Alabama
$9K +$9K +500 New
CWM
480
Consultiva Wealth Management
Puerto Rico
$8.92K +$154 +8 +2%
ZBNA
481
Zions Bancorporation, National Association
Utah
$7.8K +$7.8K +405 New
TSMHT
482
Thurston Springer Miller Herd & Titak
Indiana
$7.7K +$7.7K +400 New
SSG
483
Summit Securities Group
New York
$7.7K +$7.7K +400 New
TPCW
484
TD Private Client Wealth
New York
$7.45K +$635 +33 +9%
AWM
485
Activest Wealth Management
Florida
$6.66K +$4.22K +219 +172%
FHA
486
First Horizon Advisors
Tennessee
$6.65K -$289 -15 -4%
MCM
487
MAI Capital Management
Ohio
$6.55K – – –
LWMI
488
Legacy Wealth Management (Idaho)
Idaho
$6.31K – – –
RMP
489
Richards, Merrill & Peterson
Washington
$6.26K – – –
ABWM
490
Alpine Bank Wealth Management
Colorado
$5.78K +$5.78K +300 New
KFI
491
Key Financial Inc
Pennsylvania
$5.6K – – –
DRP
492
Decker Retirement Planning
Utah
$5.41K – – –
AA
493
Addison Advisors
Vermont
$4.99K – – –
QC
494
Quent Capital
New York
$4.89K +$135 +7 +3%
BTI
495
Blue Trust Inc
Georgia
$4.43K +$1.73K +90 +64%
NA
496
NewEdge Advisors
Louisiana
$4.2K -$30.8K -1,599 -88%
Q1WB
497
Quest 10 Wealth Builders
Virginia
$4.18K -$1.46K -76 -26%
CFO
498
CVA Family Office
Colorado
$4.14K -$6.93K -360 -63%
A
499
AlphaQuest
New York
$4K +$4K +208 New
CTC
500
Central Trust Company
Missouri
$3.85K – – –
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