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Franklin Resources

556 hedge funds and large institutions have $5.56B invested in Franklin Resources in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 197 increasing their positions, 195 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+7
Holders Change %
+1.28%
% of All Funds
7.4%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
88
Increased
197
Reduced
195
Closed
71
Calls
$50.4M
Puts
$39.1M
Net Calls
+$11.2M
Net Calls Change
+$934K
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
526
Private Wealth Management Group
New Jersey
$1.89K +$1.89K +93 New
SWA
527
SOA Wealth Advisors
New York
$1.87K -$81 -4 -4%
RS
528
R Squared
Hong Kong
$1.83K +$1.83K +90 New
BGAI
529
Bruce G. Allen Investments
Colorado
$1.44K -$5.72K -282 -80%
TCM
530
Tradewinds Capital Management
Washington
$1.06K +$1.06K +52 New
WFA
531
West Financial Advisors
Iowa
$1.04K
GKIM
532
GW&K Investment Management
Massachusetts
$1K -$333 -10 -25%
CJ
533
Caitlin John
Michigan
$969
DPW
534
DiNuzzo Private Wealth
Pennsylvania
$893 -$223 -11 -20%
DF
535
Dunhill Financial
United Kingdom
$851 +$324 +16 +62%
LI
536
LRI Investments
Florida
$832
AF
537
Advisornet Financial
Minnesota
$771 -$3.81K -188 -83%
WWP
538
WR Wealth Planners
Missouri
$690
TFM
539
TFC Financial Management
Massachusetts
$629
MCM
540
MV Capital Management
Maryland
$609 -$1.56K -77 -72%
WWM
541
Wolff Wiese Magana
California
$508 +$508 +25 New
PWA
542
Physician Wealth Advisors
Utah
$427 +$427 +21 New
PMFA
543
Plante Moran Financial Advisors
Michigan
$406 -$2.54K -125 -86%
SC
544
Swan Capital
Florida
$406
NC
545
NewSquare Capital
Pennsylvania
$386 +$386 +19 New
BFPW
546
BOK Financial Private Wealth
Colorado
$371 +$371 +18 New
GFPC
547
Global Financial Private Client
Florida
$304 +$304 +15 New
CAWM
548
Capital A Wealth Management
Pennsylvania
$304 +$304 +15 New
AWM
549
Abound Wealth Management
Tennessee
$247
WCM
550
WealthTrak Capital Management
Virginia
$203 +$203 +10 New