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Franklin Resources

557 hedge funds and large institutions have $6.74B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 180 increasing their positions, 214 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
7.47%
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
180
Reduced
214
Closed
82
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$5.13K +$572 +24 +13%
SSG
502
Summit Securities Group
New York
$4.96K -$4.58K -192 -48%
UB
503
UMB Bank
Missouri
$4.79K -$7.32K -307 -60%
CTC
504
Central Trust Company
Missouri
$4.77K
CSB
505
City State Bank
Iowa
$4.77K
AWM
506
Activest Wealth Management
Florida
$4.58K -$3.67K -154 -45%
NICM
507
Neo Ivy Capital Management
New York
$3.32K -$227K -9,535 -99%
FFO
508
Fortitude Family Office
Arizona
$3.03K -$17.2K -723 -85%
SC
509
SouthState Corp
Florida
$3.01K -$1K -42 -25%
BIA
510
Bell Investment Advisors
California
$2.79K +$48 +2 +2%
NFSG
511
Newbridge Financial Services Group
Florida
$2.63K +$48 +2 +2%
BTI
512
Blue Trust Inc
Georgia
$2.6K -$2.89K -121 -53%
ME
513
McIlrath & Eck
Washington
$2.39K
SWA
514
SOA Wealth Advisors
New York
$2.2K
TWD
515
True Wealth Design
Ohio
$2.05K +$668 +28 +48%
CFO
516
CVA Family Office
Colorado
$2.03K -$3.1K -130 -60%
BCMLT
517
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.72K +$24 +1 +1%
CPG
518
Cornerstone Planning Group
New Jersey
$1.69K +$581 +23 +52%
S
519
Sachetta
Massachusetts
$1.62K -$239 -10 -13%
HHMI
520
Howard Hughes Medical Institute
Maryland
$1.57K +$1.57K +66 New
DPW
521
DiNuzzo Private Wealth
Pennsylvania
$1.38K +$382 +16 +38%
PWA
522
Principia Wealth Advisory
Texas
$1.34K +$978 +41 +273%
WFA
523
West Financial Advisors
Iowa
$1.27K +$24 +1 +2%
TWC
524
TD Waterhouse Canada
Ontario, Canada
$1.22K +$1.22K +50 New
RWM
525
Rialto Wealth Management
New York
$1.12K +$1.12K +47 New