BEN icon

Franklin Resources

572 hedge funds and large institutions have $6.6B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 214 increasing their positions, 186 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 89

3% less funds holding

Funds holding: 589572 (-17)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
572
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.8M
Puts
$32.6M
Net Calls
Net Calls Change

Top Buyers

1 +$61.9M
2 +$58.6M
3 +$47.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$43.6M
5
BlackRock
BlackRock
New York
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
501
Tompkins Financial
New York
$5.97K
BWL
502
Bogart Wealth LLC
Virginia
$5.86K
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$5.14K
CSB
504
City State Bank
Iowa
$4.78K
CTC
505
Central Trust Company
Missouri
$4.78K
TCM
506
Triumph Capital Management
Colorado
$4.78K
PIS
507
POM Investment Strategies
North Carolina
$4.54K
BTI
508
Blue Trust Inc
Georgia
$4.42K
Q1WB
509
Quest 10 Wealth Builders
Virginia
$4.32K
CWP
510
Clark Wealth Partners
Illinois
$3.75K
IAS
511
IMA Advisory Services
Colorado
$2.74K
FFO
512
Fortitude Family Office
Arizona
$2.53K
SWA
513
SOA Wealth Advisors
New York
$2.21K
SC
514
SouthState Corp
Florida
$2.17K
BCWM
515
Bartlett & Co Wealth Management
Ohio
$2.11K
II
516
Inspire Investing
Idaho
$2.06K
CFO
517
CVA Family Office
Colorado
$2.03K
TFA
518
Transamerica Financial Advisors
Florida
$2.02K
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$1.89K
GWM
520
Gilpin Wealth Management
Colorado
$1.84K
RWM
521
Rialto Wealth Management
New York
$1.72K
S
522
Sachetta
Massachusetts
$1.63K
HHMI
523
Howard Hughes Medical Institute
Maryland
$1.58K
SIC
524
SJS Investment Consulting
Ohio
$1.53K
BIA
525
Bell Investment Advisors
California
$1.41K