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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, 214 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
CT
476
Clearstead Trust
Maine
$13.5K
EW
477
Elyxium Wealth
California
$12.9K
WT
478
Whittier Trust
California
$12.6K
TWD
479
True Wealth Design
Ohio
$12.4K
CH
480
Cromwell Holdings
Wyoming
$12.4K
CAL
481
Capital Advisors Ltd
Ohio
$12K
ST
482
Smithfield Trust
Pennsylvania
$12K
HBW
483
Hazlett, Burt & Watson
West Virginia
$12K
NS
484
NBC Securities
Alabama
$11.9K
EB
485
Eastern Bank
Massachusetts
$11.9K
MEG
486
Millstone Evans Group
Colorado
$11.6K
JWA
487
JFS Wealth Advisors
Pennsylvania
$10.8K
KCM
488
Key Capital Management
Tennessee
$10.7K
DE
489
DV Equities
Illinois
$10.4K
PWPS
490
Pinnacle Wealth Planning Services
Ohio
$9.89K
TSMHT
491
Thurston Springer Miller Herd & Titak
Indiana
$9.56K
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
$8.96K
UB
493
UMB Bank
Missouri
$8.17K
LWMI
494
Legacy Wealth Management (Idaho)
Idaho
$7.84K
KFI
495
Key Financial Inc
Pennsylvania
$6.95K
QC
496
Quent Capital
New York
$6.88K
DRP
497
Decker Retirement Planning
Utah
$6.71K
AA
498
Addison Advisors
Vermont
$6.19K
CFFP
499
Center for Financial Planning
Michigan
$6.02K
OAJ
500
Ogorek Anthony Joseph
New York
$6K