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Franklin Resources

561 hedge funds and large institutions have $6.75B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 181 increasing their positions, 215 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 555561 (+6)

0.71% more ownership

Funds ownership: 53.18%53.88% (+0.71%)

16% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 215

Holders
561
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.9M
Puts
$30.7M
Net Calls
Net Calls Change

Top Buyers

1 +$219M
2 +$161M
3 +$76.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$54.6M
5
Holocene Advisors
Holocene Advisors
New York
+$51.4M

Top Sellers

1 -$90.7M
2 -$64.1M
3 -$52.1M
4
Invesco
Invesco
Georgia
-$46.1M
5
Goldman Sachs
Goldman Sachs
New York
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Clearstead Advisors
Ohio
$5.84K
BWL
502
Bogart Wealth LLC
Virginia
$5.7K
FHA
503
First Horizon Advisors
Tennessee
$5.46K
Q1WB
504
Quest 10 Wealth Builders
Virginia
$5.17K
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$5.13K
SSG
506
Summit Securities Group
New York
$4.96K
UB
507
UMB Bank
Missouri
$4.79K
CTC
508
Central Trust Company
Missouri
$4.77K
CSB
509
City State Bank
Iowa
$4.77K
AWM
510
Activest Wealth Management
Florida
$4.58K
NICM
511
Neo Ivy Capital Management
New York
$3.31K
FFO
512
Fortitude Family Office
Arizona
$3.03K
SC
513
SouthState Corp
Florida
$3.01K
BIA
514
Bell Investment Advisors
California
$2.79K
NFSG
515
Newbridge Financial Services Group
Florida
$2.63K
BTI
516
Blue Trust Inc
Georgia
$2.6K
ME
517
McIlrath & Eck
Washington
$2.38K
SWA
518
SOA Wealth Advisors
New York
$2.2K
TWD
519
True Wealth Design
Ohio
$2.05K
CFO
520
CVA Family Office
Colorado
$2.03K
BCMLT
521
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.72K
CPG
522
Cornerstone Planning Group
New Jersey
$1.69K
S
523
Sachetta
Massachusetts
$1.62K
HHMI
524
Howard Hughes Medical Institute
Maryland
$1.57K
DPW
525
DiNuzzo Private Wealth
Pennsylvania
$1.38K