BEN icon

Franklin Resources

563 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, 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: 557563 (+6)

0.71% more ownership

Funds ownership: 53.34%54.04% (+0.71%)

15% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 215

Holders
563
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
OAJ
501
Ogorek Anthony Joseph
New York
$6K
TF
502
Tompkins Financial
New York
$5.96K
CA
503
Clearstead Advisors
Ohio
$5.84K
BWL
504
Bogart Wealth LLC
Virginia
$5.7K
FHA
505
First Horizon Advisors
Tennessee
$5.46K
Q1WB
506
Quest 10 Wealth Builders
Virginia
$5.17K
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$5.13K
SSG
508
Summit Securities Group
New York
$4.96K
UB
509
UMB Bank
Missouri
$4.79K
CTC
510
Central Trust Company
Missouri
$4.77K
CSB
511
City State Bank
Iowa
$4.77K
AWM
512
Activest Wealth Management
Florida
$4.58K
NICM
513
Neo Ivy Capital Management
New York
$3.31K
FFO
514
Fortitude Family Office
Arizona
$3.03K
SC
515
SouthState Corp
Florida
$3.01K
BIA
516
Bell Investment Advisors
California
$2.79K
NFSG
517
Newbridge Financial Services Group
Florida
$2.63K
BTI
518
Blue Trust Inc
Georgia
$2.6K
ME
519
McIlrath & Eck
Washington
$2.38K
SWA
520
SOA Wealth Advisors
New York
$2.2K
TWD
521
True Wealth Design
Ohio
$2.05K
CFO
522
CVA Family Office
Colorado
$2.03K
BCMLT
523
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.72K
CPG
524
Cornerstone Planning Group
New Jersey
$1.69K
S
525
Sachetta
Massachusetts
$1.62K