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Franklin Resources

565 hedge funds and large institutions have $6.77B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 183 increasing their positions, 217 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $30.7M

24% more capital invested

Capital invested by funds: $5.46B → $6.77B (+$1.31B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 85

1% more funds holding

Funds holding: 562565 (+3)

0.12% more ownership

Funds ownership: 53.94%54.06% (+0.12%)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 217

Holders
565
Holders Change
+3
Holders Change %
+0.53%
% of All Funds
7.44%
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
183
Reduced
217
Closed
85
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
A
501
AlphaQuest
New York
$6.15K +$1.03K +50 +24%
OAJ
502
Ogorek Anthony Joseph
New York
$6K -$5.03K -244 -46%
TF
503
Tompkins Financial
New York
$5.96K -$41.2K -2,000 -89%
CA
504
Clearstead Advisors
Ohio
$5.84K +$5.05K +245 New
BWL
505
Bogart Wealth LLC
Virginia
$5.7K +$4.39K +213 +819%
FHA
506
First Horizon Advisors
Tennessee
$5.46K -$2.39K -116 -34%
Q1WB
507
Quest 10 Wealth Builders
Virginia
$5.17K
FMII
508
Farmers & Merchants Investments Inc
Nebraska
$5.13K +$495 +24 +13%
SSG
509
Summit Securities Group
New York
$4.96K -$3.96K -192 -48%
UB
510
UMB Bank
Missouri
$4.79K -$6.33K -307 -60%
CTC
511
Central Trust Company
Missouri
$4.77K
CSB
512
City State Bank
Iowa
$4.77K
AWM
513
Activest Wealth Management
Florida
$4.58K -$3.17K -154 -45%
CWP
514
Clark Wealth Partners
Illinois
$3.74K +$3.23K +157 New
NICM
515
Neo Ivy Capital Management
New York
$3.31K -$196K -9,535 -99%
FFO
516
Fortitude Family Office
Arizona
$3.03K -$14.9K -723 -85%
SC
517
SouthState Corp
Florida
$3.01K -$866 -42 -25%
BIA
518
Bell Investment Advisors
California
$2.79K +$41 +2 +2%
NFSG
519
Newbridge Financial Services Group
Florida
$2.63K +$41 +2 +2%
BTI
520
Blue Trust Inc
Georgia
$2.6K -$2.49K -121 -53%
ME
521
McIlrath & Eck
Washington
$2.38K
SWA
522
SOA Wealth Advisors
New York
$2.2K
TWD
523
True Wealth Design
Ohio
$2.05K +$577 +28 +48%
CFO
524
CVA Family Office
Colorado
$2.03K -$2.68K -130 -60%
BCMLT
525
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.72K +$21 +1 +1%

BEN Hedge Fund Activity: Q2 2025 in Review

565 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2025, worth a combined $6.77B — up 24% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BEN positions and 85 closed out — a net gain of 7 holders — while 183 added to existing stakes and 217 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $189M. The largest seller was Marshall Wace, cutting an estimated $78.4M.

  • 565 institutional investors held Franklin Resources (BEN) as of Q2 2025, up from 562 in Q1 2025.
  • Funds reported $6.77B of Franklin Resources stock for Q2 2025, up 24% quarter-over-quarter.
  • 92 funds opened new Franklin Resources positions in Q2 2025 and 85 closed out, a net change of +7 holders.
  • The largest Franklin Resources buyer in Q2 2025 was Royal Bank of Canada, an estimated $189M added.
  • The largest Franklin Resources seller in Q2 2025 was Marshall Wace, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2025.