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Franklin Resources

563 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, 215 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 557563 (+6)

0.71% more ownership

Funds ownership: 53.34%54.04% (+0.71%)

15% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 215

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.9M
Puts
$30.7M
Net Calls
Net Calls Change

Top Buyers

1 +$219M
2 +$161M
3 +$76.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$54.6M
5
Holocene Advisors
Holocene Advisors
New York
+$51.4M

Top Sellers

1 -$90.7M
2 -$64.1M
3 -$52.1M
4
Invesco
Invesco
Georgia
-$46.1M
5
Goldman Sachs
Goldman Sachs
New York
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
476
Clearstead Trust
Maine
$13.5K
CAL
477
Capital Advisors Ltd
Ohio
$13K
CH
478
Cromwell Holdings
Wyoming
$12.3K
HBW
479
Hazlett, Burt & Watson
West Virginia
$12K
ST
480
Smithfield Trust
Pennsylvania
$12K
EB
481
Eastern Bank
Massachusetts
$11.9K
WT
482
Whittier Trust
California
$11.9K
MEG
483
Millstone Evans Group
Colorado
$11.6K
NS
484
NBC Securities
Alabama
$11K
HWM
485
Hemington Wealth Management
Virginia
$11K
SAM
486
Smartleaf Asset Management
Massachusetts
$9.93K
TSMHT
487
Thurston Springer Miller Herd & Titak
Indiana
$9.54K
HFS
488
Hantz Financial Services
Michigan
$9K
MA
489
MCF Advisors
Kentucky
$8.85K
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$8.32K
JWA
491
JFS Wealth Advisors
Pennsylvania
$8.16K
LWMI
492
Legacy Wealth Management (Idaho)
Idaho
$7.82K
LIS
493
Legacy Investment Solutions
Idaho
$7.82K
ABWM
494
Alpine Bank Wealth Management
Colorado
$7.16K
TCM
495
Traub Capital Management
Massachusetts
$7.16K
KFI
496
Key Financial Inc
Pennsylvania
$6.94K
DRP
497
Decker Retirement Planning
Utah
$6.7K
Walleye Capital
498
Walleye Capital
New York
$6.3K
AA
499
Addison Advisors
Vermont
$6.18K
A
500
AlphaQuest
New York
$6.15K