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Franklin Resources
BEN

Overview Fund Activity

554 hedge funds and large institutions have $5.38B invested in Franklin Resources in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 228 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
7.53%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
228
Reduced
165
Closed
65
Calls
$46.1M
Puts
$46M
Net Calls
+$123K
Net Calls Change
-$11.1M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$82.9M
2
EQF
Evergreen Quality Fund
Cayman Islands
+$50.2M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$49.3M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$28.9M
5
KGI
Kopernik Global Investors
Florida
+$23.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$80M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$39.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$19.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$18M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
501
City State Bank
Iowa
$3.85K – – –
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$3.68K – – –
SC
503
SouthState Corp
Florida
$3.23K +$3.23K +168 New
RS
504
Rakuten Securities
Japan
$3.22K -$1.04K -54 -24%
CT
505
Colonial Trust
South Carolina
$3.12K -$4.08K -212 -57%
HWM
506
Hemington Wealth Management
Virginia
$3K +$828 +53 +38%
CAL
507
Capital Advisors Ltd
Ohio
$3K +$3K +136 New
TFM
508
TFC Financial Management
Massachusetts
$2.23K +$1.64K +85 +274%
BIA
509
Bell Investment Advisors
California
$2.21K +$39 +2 +2%
SCB
510
Saudi Central Bank
Saudi Arabia
$2.18K +$2.18K +113 New
NFSG
511
Newbridge Financial Services Group
Florida
$2.09K -$5.51K -285 -73%
HNW
512
High Note Wealth
Minnesota
$2.08K +$2.08K +108 New
ME
513
McIlrath & Eck
Washington
$1.93K – – –
NC
514
NewSquare Capital
Pennsylvania
$1.83K +$1.46K +76 +400%
SWA
515
SOA Wealth Advisors
New York
$1.78K – – –
CA
516
Continuum Advisory
Idaho
$1.69K -$616 -32 -27%
S
517
Sachetta
Massachusetts
$1.51K +$1.51K +78 New
BGAI
518
Bruce G. Allen Investments
Colorado
$1.37K – – –
BCMLT
519
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.37K +$1.37K +71 New
MCM
520
MV Capital Management
Maryland
$1.29K +$712 +37 +123%
CA
521
CoreCap Advisors
Michigan
$1.23K -$22.6K -1,174 -95%
TWD
522
True Wealth Design
Ohio
$1.12K -$49.7K -2,583 -98%
RCM
523
Raleigh Capital Management
North Carolina
$1.08K -$7.05K -366 -87%
WFA
524
West Financial Advisors
Iowa
$1.01K +$19 +1 +2%
GKIM
525
GW&K Investment Management
Massachusetts
$1K – – –
19 20
21
22 23