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Franklin Resources
BEN

Overview Fund Activity

553 hedge funds and large institutions have $6.74B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 178 increasing their positions, 212 reducing their positions, and 81 closing their positions.

Holders
553
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
7.42%
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
178
Reduced
212
Closed
81
Calls
$26.5M
Puts
$23.8M
Net Calls
+$2.68M
Net Calls Change
+$2.55M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$239M
2
Citadel Advisors
2
Citadel Advisors
Florida
$171M
3
ACL
3
Azora Capital LP
Florida
$76.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$227M
5
Holocene Advisors
5
Holocene Advisors
New York
$51.4M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$18.8M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$15M
3
BlackRock
3
BlackRock
New York
$671M
4
Invesco
4
Invesco
Georgia
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
526
Rialto Wealth Management
New York
$1.12K 47 +47 New
FAF
527
Fjarde Ap-fonden
Sweden
$1K 34 -38,460 -100%
LI
528
LRI Investments
Florida
$978 41 – –
MYIA
529
Mount Yale Investment Advisors
Colorado
$978 41 +41 New
SIC
530
SJS Investment Consulting
Ohio
$954 40 +35 +700%
KG
531
Kilter Group
New York
$954 40 +40 New
RA
532
Rise Advisors
New York
$906 38 – –
TFM
533
TFC Financial Management
Massachusetts
$859 36 -80 -69%
MCM
534
MV Capital Management
Maryland
$859 36 -31 -46%
AF
535
Advisornet Financial
Minnesota
$787 33 +20 +154%
BGAI
536
Bruce G. Allen Investments
Colorado
$739 31 -40 -56%
HIA
537
HFM Investment Advisors
New Jersey
$549 23 +14 +156%
BHWM
538
Bay Harbor Wealth Management
Maryland
$507 21 +21 New
PWA
539
Physician Wealth Advisors
Utah
$501 21 – –
SC
540
Swan Capital
Florida
$477 20 – –
WCM
541
WealthTrak Capital Management
Virginia
$477 20 +5 +33%
PWM
542
Parkworth Wealth Management
California
$310 13 +6 +86%
AWM
543
Abound Wealth Management
Tennessee
$290 12 – –
QWM
544
Quaker Wealth Management
New Jersey
$287 12 +12 New
ACA
545
American Capital Advisory
Idaho
$287 12 +12 New
DF
546
Dunhill Financial
United Kingdom
$246 10 -16 -62%
AAS
547
Ameritas Advisory Services
Nebraska
$239 10 +10 New
AGWCA
548
Annis Gardner Whiting Capital Advisors
Florida
$191 8 +8 New
WOC
549
West Oak Capital
California
$175 735 -4,145 -85%
WA
550
WestEnd Advisors
North Carolina
$167 7 -5 -42%
20 21
22
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