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Franklin Resources

569 hedge funds and large institutions have $6.58B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 213 increasing their positions, 185 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:

7% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 89

3% less funds holding

Funds holding: 588569 (-19)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
569
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
CIAM
501
Caitong International Asset Management
Hong Kong
$5.16K
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$5.14K
CTC
503
Central Trust Company
Missouri
$4.78K
CSB
504
City State Bank
Iowa
$4.78K
TCM
505
Triumph Capital Management
Colorado
$4.78K
PIS
506
POM Investment Strategies
North Carolina
$4.54K
BTI
507
Blue Trust Inc
Georgia
$4.42K
Q1WB
508
Quest 10 Wealth Builders
Virginia
$4.32K
CWP
509
Clark Wealth Partners
Illinois
$3.75K
IAS
510
IMA Advisory Services
Colorado
$2.74K
FFO
511
Fortitude Family Office
Arizona
$2.53K
SWA
512
SOA Wealth Advisors
New York
$2.21K
SC
513
SouthState Corp
Florida
$2.17K
BCWM
514
Bartlett & Co Wealth Management
Ohio
$2.11K
II
515
Inspire Investing
Idaho
$2.06K
CFO
516
CVA Family Office
Colorado
$2.03K
TFA
517
Transamerica Financial Advisors
Florida
$2.02K
DPW
518
DiNuzzo Private Wealth
Pennsylvania
$1.89K
GWM
519
Gilpin Wealth Management
Colorado
$1.84K
RWM
520
Rialto Wealth Management
New York
$1.72K
S
521
Sachetta
Massachusetts
$1.63K
HHMI
522
Howard Hughes Medical Institute
Maryland
$1.58K
SIC
523
SJS Investment Consulting
Ohio
$1.53K
BIA
524
Bell Investment Advisors
California
$1.41K
CPG
525
Cornerstone Planning Group
New Jersey
$1.4K