BEN icon

Franklin Resources

569 hedge funds and large institutions have $6.58B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 213 increasing their positions, 185 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:

7% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 89

3% less funds holding

Funds holding: 588569 (-19)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
569
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
PWA
526
Physician Wealth Advisors
Utah
$1.39K
PWA
527
Principia Wealth Advisory
Texas
$1.34K
WFA
528
West Financial Advisors
Iowa
$1.31K
KG
529
Kilter Group
New York
$1.24K
TWC
530
TD Waterhouse Canada
Ontario, Canada
$1.2K
TM
531
Torren Management
California
$1.19K
GBT
532
Grove Bank & Trust
Florida
$1.12K
CJ
533
Caitlin John
Michigan
$1.07K
GKIM
534
GW&K Investment Management
Massachusetts
$1K
LI
535
LRI Investments
Florida
$979
WWA
536
Wealth Watch Advisors
Colorado
$956
BHWM
537
Bay Harbor Wealth Management
Maryland
$944
CFG
538
Clayton Financial Group
Missouri
$884
CFM
539
Cornerstone Financial Management
Massachusetts
$884
MCM
540
MV Capital Management
Maryland
$861
TFM
541
TFC Financial Management
Massachusetts
$861
AF
542
Advisornet Financial
Minnesota
$788
HIA
543
HFM Investment Advisors
New Jersey
$765
BGAI
544
Bruce G. Allen Investments
Colorado
$741
BC
545
Bayforest Capital
United Kingdom
$693
EWP
546
Elevation Wealth Partners
California
$622
SWM
547
Spire Wealth Management
Virginia
$573
LWM
548
Lodestone Wealth Management
Washington
$503
FC
549
Financial Consulate
Maryland
$478
SC
550
Swan Capital
Florida
$478