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Franklin Resources

557 hedge funds and large institutions have $6.74B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 180 increasing their positions, 214 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
7.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
92
Increased
180
Reduced
214
Closed
82
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
EB
476
Eastern Bank
Massachusetts
$11.9K
WT
477
Whittier Trust
California
$11.9K
MEG
478
Millstone Evans Group
Colorado
$11.6K
NS
479
NBC Securities
Alabama
$11K
HWM
480
Hemington Wealth Management
Virginia
$11K +$6.73K +302 +157%
SAM
481
Smartleaf Asset Management
Massachusetts
$9.93K -$10.5K -440 -51%
TSMHT
482
Thurston Springer Miller Herd & Titak
Indiana
$9.54K
HFS
483
Hantz Financial Services
Michigan
$9K +$7.98K +352 +782%
MA
484
MCF Advisors
Kentucky
$8.85K +$8.85K +366 New
MPWT
485
MassMutual Private Wealth & Trust
Connecticut
$8.32K -$6.77K -284 -45%
JWA
486
JFS Wealth Advisors
Pennsylvania
$8.16K +$7.23K +303 +777%
LWMI
487
Legacy Wealth Management (Idaho)
Idaho
$7.82K
LIS
488
Legacy Investment Solutions
Idaho
$7.82K +$7.82K +328 New
ABWM
489
Alpine Bank Wealth Management
Colorado
$7.16K
TCM
490
Traub Capital Management
Massachusetts
$7.16K +$7.16K +300 New
KFI
491
Key Financial Inc
Pennsylvania
$6.94K
DRP
492
Decker Retirement Planning
Utah
$6.7K
Walleye Capital
493
Walleye Capital
New York
$6.3K +$6.3K +264 New
AA
494
Addison Advisors
Vermont
$6.18K
A
495
AlphaQuest
New York
$6.15K +$1.19K +50 +24%
OAJ
496
Ogorek Anthony Joseph
New York
$6K -$5.07K -244 -46%
TF
497
Tompkins Financial
New York
$5.96K -$47.7K -2,000 -89%
CA
498
Clearstead Advisors
Ohio
$5.84K +$5.84K +245 New
BWL
499
Bogart Wealth LLC
Virginia
$5.7K +$5.08K +213 +819%
FHA
500
First Horizon Advisors
Tennessee
$5.47K -$2.77K -116 -34%