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Franklin Resources

589 hedge funds and large institutions have $6.22B invested in Franklin Resources in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 205 increasing their positions, 187 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $32.3M

51% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 61

4% more funds holding

Funds holding: 565589 (+24)

10% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.31% less ownership

Funds ownership: 54.06%51.75% (-2.3%)

8% less capital invested

Capital invested by funds: $6.77B → $6.22B (-$544M)

Holders
589
Holders Change
+24
Holders Change %
+4.25%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
205
Reduced
187
Closed
61
Calls
$55.8M
Puts
$32.3M
Net Calls
+$23.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
476
Smartleaf Asset Management
Massachusetts
$34.9K +$26.6K +1,075 +258%
CFD
477
Creative Financial Designs
Indiana
$34.4K -$16.4K -662 -31%
AIM
478
Anchor Investment Management
South Carolina
$34.1K +$7.79K +315 +27%
IRC
479
Investors Research Corp
Georgia
$32.4K
MCM
480
Manchester Capital Management
Vermont
$30.6K -$6.23K -252 -16%
EWA
481
EverSource Wealth Advisors
Alabama
$30.4K +$18.3K +740 +129%
CWM
482
Consultiva Wealth Management
Puerto Rico
$30.1K +$395 +16 +1%
DMBA
483
Deseret Mutual Benefit Administrators
Utah
$28.6K
ZBNA
484
Zions Bancorporation, National Association
Utah
$25.8K -$544 -22 -2%
PFBT
485
Parkside Financial Bank & Trust
Missouri
$25.2K +$371 +15 +1%
RFP
486
Root Financial Partners
California
$25.1K +$26.9K +1,087 New
MCM
487
MAI Capital Management
Ohio
$23.8K -$1.24K -50 -5%
LFG
488
Larson Financial Group
Missouri
$21.7K +$346 +14 +2%
SIM
489
Sentry Investment Management
Wisconsin
$20K +$20.9K +847 New
OL
490
OneFund LLC
Florida
$19K +$717 +29 +4%
HNB
491
Huntington National Bank
Ohio
$17.4K -$2.84K -115 -13%
TPCW
492
TD Private Client Wealth
New York
$17.1K +$1.31K +53 +8%
SL
493
Salomon & Ludwin
Virginia
$16.4K +$17K +687 New
HFS
494
Hantz Financial Services
Michigan
$16K +$7.81K +316 +80%
GTAM
495
Global Trust Asset Management
Florida
$15.6K
BF
496
BOK Financial
Oklahoma
$15.1K
TWM
497
Tripletail Wealth Management
Florida
$14.6K +$15.4K +625 New
GAM
498
Generali Asset Management
Italy
$14.2K
HIA
499
Harbor Investment Advisory
Maryland
$14K
TCOT
500
Trust Company of Toledo
Ohio
$13.9K