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Franklin Resources

556 hedge funds and large institutions have $5.56B invested in Franklin Resources in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 197 increasing their positions, 195 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+7
Holders Change %
+1.28%
% of All Funds
7.4%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
88
Increased
197
Reduced
195
Closed
71
Calls
$50.4M
Puts
$39.1M
Net Calls
+$11.2M
Net Calls Change
+$934K
Name Holding Trade Value Shares
Change
Shares
Change %
DRP
501
Decker Retirement Planning
Utah
$5.7K +$5.7K +281 New
Federated Hermes
502
Federated Hermes
Pennsylvania
$5.48K -$1.77K -87 -24%
AA
503
Addison Advisors
Vermont
$5.26K -$5.32K -262 -50%
QC
504
Quent Capital
New York
$5.01K +$5.01K +247 New
RS
505
Rakuten Securities
Japan
$4.48K +$4.18K +206 +1,373%
GIA
506
GHP Investment Advisors
Colorado
$4.36K
CTC
507
Central Trust Company
Missouri
$4.06K
CSB
508
City State Bank
Iowa
$4.06K
HC
509
Hara Capital
Washington
$4.06K +$2.03K +100 +100%
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$3.88K
CFGS
511
Concourse Financial Group Securities
Alabama
$3.58K -$30K -1,510 -89%
ZB
512
Zions Bancorporation
Utah
$3.31K -$2.17K -107 -40%
Lazard Asset Management
513
Lazard Asset Management
New York
$3K -$65.3K -3,895 -96%
VCM
514
Versant Capital Management
Arizona
$2.94K -$1.89K -93 -39%
BTI
515
Blue Trust Inc
Georgia
$2.84K -$39.1K -1,928 -93%
AWM
516
Activest Wealth Management
Florida
$2.58K +$122 +6 +5%
AA
517
Ancora Advisors
Ohio
$2.54K
CA
518
Continuum Advisory
Idaho
$2.44K -$96.7K -4,765 -98%
BIA
519
Bell Investment Advisors
California
$2.29K +$893 +44 +64%
JWA
520
JFS Wealth Advisors
Pennsylvania
$2.21K -$3.41K -168 -61%
WPA
521
West Paces Advisors
Georgia
$2.21K +$2.21K +109 New
VWM
522
Valley Wealth Managers
New Jersey
$2.03K
ME
523
McIlrath & Eck
Washington
$2.03K
HWM
524
Hemington Wealth Management
Virginia
$2K +$245 +17 +14%
HWA
525
Heritage Wealth Advisors
Virginia
$1.95K +$345 +17 +22%