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Franklin Resources

549 hedge funds and large institutions have $5.3B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 165 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-24
Holders Change %
-4.19%
% of All Funds
7.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
76
Increased
233
Reduced
165
Closed
95
Calls
$63.3M
Puts
$53M
Net Calls
+$10.3M
Net Calls Change
-$34.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
526
Bell Investment Advisors
California
$1.39K -$1.33K -66 -49%
MA
527
MCF Advisors
Kentucky
$1.33K +$1.13K +56 +560%
DPW
528
DiNuzzo Private Wealth
Pennsylvania
$1.11K -$262 -13 -19%
CJ
529
Caitlin John
Michigan
$1.03K +$21 +1 +2%
WFA
530
West Financial Advisors
Iowa
$1.02K +$20 +1 +2%
GKIM
531
GW&K Investment Management
Massachusetts
$1K -$525 -21 -34%
CT
532
Colonial Trust
South Carolina
$998 +$998 +48 New
LI
533
LRI Investments
Florida
$885
SIC
534
SJS Investment Consulting
Ohio
$746 -$726 -36 -49%
WWP
535
WR Wealth Planners
Missouri
$685 +$685 +34 New
TFM
536
TFC Financial Management
Massachusetts
$625 -$1.05K -52 -63%
DF
537
Dunhill Financial
United Kingdom
$525
CFO
538
CVA Family Office
Colorado
$504 -$8.33K -413 -94%
CA
539
Claris Advisors
Missouri
$484 +$484 +24 New
RTC
540
Riverview Trust Company
Washington
$463 +$463 +23 New
SC
541
Swan Capital
Florida
$403
RS
542
Rakuten Securities
Japan
$302 +$262 +13 +650%
AWM
543
Abound Wealth Management
Tennessee
$245
FHA
544
First Horizon Advisors
Tennessee
$201 -$663 -33 -77%
HPC
545
HM Payson & Co
Maine
$162 +$162 +8 New
WA
546
WestEnd Advisors
North Carolina
$121 +$20 +1 +20%
A
547
AlphaQuest
New York
$20 -$1.25M -62,318 -100%
YDMI
548
Y.D. More Investments
Israel
$9 +9 +6%
Capital Research Global Investors
549
Capital Research Global Investors
California
-$79.4M -3,551,069 Closed
Norges Bank
550
Norges Bank
Norway
-$46.5M -2,082,566 Closed