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Franklin Resources

565 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, 217 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $30.7M

24% more capital invested

Capital invested by funds: $5.46B → $6.77B (+$1.31B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 85

1% more funds holding

Funds holding: 562565 (+3)

0.12% more ownership

Funds ownership: 53.94%54.06% (+0.12%)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 217

Holders
565
Holders Change
+3
Holders Change %
+0.53%
% of All Funds
7.44%
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
183
Reduced
217
Closed
85
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
476
EverSource Wealth Advisors
Alabama
$13.7K -$16.9K -819 -59%
CT
477
Clearstead Trust
Maine
$13.5K -$1.63K -79 -12%
CAL
478
Capital Advisors Ltd
Ohio
$13K +$8.14K +395 +290%
CH
479
Cromwell Holdings
Wyoming
$12.3K +$10.5K +510 New
HBW
480
Hazlett, Burt & Watson
West Virginia
$12K
ST
481
Smithfield Trust
Pennsylvania
$12K
EB
482
Eastern Bank
Massachusetts
$11.9K
WT
483
Whittier Trust
California
$11.9K
MEG
484
Millstone Evans Group
Colorado
$11.6K
NS
485
NBC Securities
Alabama
$11K
HWM
486
Hemington Wealth Management
Virginia
$11K +$6.22K +302 +157%
SAM
487
Smartleaf Asset Management
Massachusetts
$9.93K -$9.07K -440 -51%
TSMHT
488
Thurston Springer Miller Herd & Titak
Indiana
$9.54K
HFS
489
Hantz Financial Services
Michigan
$9K +$7.25K +352 +782%
MA
490
MCF Advisors
Kentucky
$8.85K +$7.54K +366 New
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$8.32K -$5.85K -284 -45%
JWA
492
JFS Wealth Advisors
Pennsylvania
$8.16K +$6.24K +303 +777%
LWMI
493
Legacy Wealth Management (Idaho)
Idaho
$7.82K
LIS
494
Legacy Investment Solutions
Idaho
$7.82K +$6.76K +328 New
ABWM
495
Alpine Bank Wealth Management
Colorado
$7.16K
TCM
496
Traub Capital Management
Massachusetts
$7.16K +$6.18K +300 New
KFI
497
Key Financial Inc
Pennsylvania
$6.94K
DRP
498
Decker Retirement Planning
Utah
$6.7K
Walleye Capital
499
Walleye Capital
New York
$6.3K +$5.44K +264 New
AA
500
Addison Advisors
Vermont
$6.18K

BEN Hedge Fund Activity: Q2 2025 in Review

565 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2025, worth a combined $6.77B — up 24% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BEN positions and 85 closed out — a net gain of 7 holders — while 183 added to existing stakes and 217 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $189M. The largest seller was Marshall Wace, cutting an estimated $78.4M.

  • 565 institutional investors held Franklin Resources (BEN) as of Q2 2025, up from 562 in Q1 2025.
  • Funds reported $6.77B of Franklin Resources stock for Q2 2025, up 24% quarter-over-quarter.
  • 92 funds opened new Franklin Resources positions in Q2 2025 and 85 closed out, a net change of +7 holders.
  • The largest Franklin Resources buyer in Q2 2025 was Royal Bank of Canada, an estimated $189M added.
  • The largest Franklin Resources seller in Q2 2025 was Marshall Wace, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2025.