We are live on ! Find out more
BEN icon

Franklin Resources

589 hedge funds and large institutions have $6.22B invested in Franklin Resources in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 205 increasing their positions, 187 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $32.3M

51% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 61

4% more funds holding

Funds holding: 565589 (+24)

10% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.31% less ownership

Funds ownership: 54.06%51.75% (-2.3%)

8% less capital invested

Capital invested by funds: $6.77B → $6.22B (-$544M)

Holders
589
Holders Change
+24
Holders Change %
+4.25%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
205
Reduced
187
Closed
61
Calls
$55.8M
Puts
$32.3M
Net Calls
+$23.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
501
Clearstead Trust
Maine
$13.1K
SSG
502
Summit Securities Group
New York
$12.2K +$7.93K +321 +154%
CAL
503
Capital Advisors Ltd
Ohio
$12K
HBW
504
Hazlett, Burt & Watson
West Virginia
$12K
HWM
505
Hemington Wealth Management
Virginia
$12K +$1.21K +49 +10%
CH
506
Cromwell Holdings
Wyoming
$12K
CA
507
Clearstead Advisors
Ohio
$11.9K +$6.7K +271 +111%
WT
508
Whittier Trust
California
$11.9K
EB
509
Eastern Bank
Massachusetts
$11.6K
NS
510
NBC Securities
Alabama
$11.6K
MEG
511
Millstone Evans Group
Colorado
$11.2K
ST
512
Smithfield Trust
Pennsylvania
$11K
TSMHT
513
Thurston Springer Miller Herd & Titak
Indiana
$9.25K
MA
514
MCF Advisors
Kentucky
$8.58K
ASN
515
Advisory Services Network
Georgia
$8.23K +$8.8K +356 New
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$8.07K
JWA
517
JFS Wealth Advisors
Pennsylvania
$7.82K -$99 -4 -1%
LWMI
518
Legacy Wealth Management (Idaho)
Idaho
$7.59K
QC
519
Quent Capital
New York
$7.59K +$8.11K +328 New
RS
520
Rakuten Securities
Japan
$7.05K -$8.53K -345 -53%
FAF
521
Fjarde Ap-fonden
Sweden
$7K +$18.6K +752 +2,212%
ABWM
522
Alpine Bank Wealth Management
Colorado
$6.94K
TWD
523
True Wealth Design
Ohio
$6.75K +$5.09K +206 +240%
KFI
524
Key Financial Inc
Pennsylvania
$6.56K
DRP
525
Decker Retirement Planning
Utah
$6.5K