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Franklin Resources

572 hedge funds and large institutions have $6.6B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 213 increasing their positions, 186 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 89

3% less funds holding

Funds holding: 589572 (-17)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
572
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.8M
Puts
$32.6M
Net Calls
Net Calls Change

Top Buyers

1 +$61.9M
2 +$58.6M
3 +$47.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$43.6M
5
BlackRock
BlackRock
New York
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
476
Elyxium Wealth
California
$12.9K
WT
477
Whittier Trust
California
$12.6K
TWD
478
True Wealth Design
Ohio
$12.4K
CH
479
Cromwell Holdings
Wyoming
$12.4K
CAL
480
Capital Advisors Ltd
Ohio
$12K
HBW
481
Hazlett, Burt & Watson
West Virginia
$12K
ST
482
Smithfield Trust
Pennsylvania
$12K
EB
483
Eastern Bank
Massachusetts
$11.9K
NS
484
NBC Securities
Alabama
$11.9K
MEG
485
Millstone Evans Group
Colorado
$11.6K
JWA
486
JFS Wealth Advisors
Pennsylvania
$10.8K
KCM
487
Key Capital Management
Tennessee
$10.7K
DE
488
DV Equities
Illinois
$10.4K
PWPS
489
Pinnacle Wealth Planning Services
Ohio
$9.89K
TSMHT
490
Thurston Springer Miller Herd & Titak
Indiana
$9.56K
MPWT
491
MassMutual Private Wealth & Trust
Connecticut
$8.96K
UB
492
UMB Bank
Missouri
$8.17K
LWMI
493
Legacy Wealth Management (Idaho)
Idaho
$7.84K
KFI
494
Key Financial Inc
Pennsylvania
$6.95K
QC
495
Quent Capital
New York
$6.88K
DRP
496
Decker Retirement Planning
Utah
$6.71K
AA
497
Addison Advisors
Vermont
$6.19K
CFFP
498
Center for Financial Planning
Michigan
$6.02K
OAJ
499
Ogorek Anthony Joseph
New York
$6K
TF
500
Tompkins Financial
New York
$5.97K