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Franklin Resources

561 hedge funds and large institutions have $6.75B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 181 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: 555561 (+6)

0.71% more ownership

Funds ownership: 53.18%53.88% (+0.71%)

16% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 215

Holders
561
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
CH
476
Cromwell Holdings
Wyoming
$12.3K
HBW
477
Hazlett, Burt & Watson
West Virginia
$12K
ST
478
Smithfield Trust
Pennsylvania
$12K
EB
479
Eastern Bank
Massachusetts
$11.9K
WT
480
Whittier Trust
California
$11.9K
MEG
481
Millstone Evans Group
Colorado
$11.6K
NS
482
NBC Securities
Alabama
$11K
HWM
483
Hemington Wealth Management
Virginia
$11K
SAM
484
Smartleaf Asset Management
Massachusetts
$9.93K
TSMHT
485
Thurston Springer Miller Herd & Titak
Indiana
$9.54K
HFS
486
Hantz Financial Services
Michigan
$9K
MA
487
MCF Advisors
Kentucky
$8.85K
MPWT
488
MassMutual Private Wealth & Trust
Connecticut
$8.32K
JWA
489
JFS Wealth Advisors
Pennsylvania
$8.16K
LWMI
490
Legacy Wealth Management (Idaho)
Idaho
$7.82K
LIS
491
Legacy Investment Solutions
Idaho
$7.82K
ABWM
492
Alpine Bank Wealth Management
Colorado
$7.16K
TCM
493
Traub Capital Management
Massachusetts
$7.16K
KFI
494
Key Financial Inc
Pennsylvania
$6.94K
DRP
495
Decker Retirement Planning
Utah
$6.7K
Walleye Capital
496
Walleye Capital
New York
$6.3K
AA
497
Addison Advisors
Vermont
$6.18K
A
498
AlphaQuest
New York
$6.15K
OAJ
499
Ogorek Anthony Joseph
New York
$6K
TF
500
Tompkins Financial
New York
$5.96K