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Franklin Resources

554 hedge funds and large institutions have $5.38B invested in Franklin Resources in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 228 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
7.53%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
228
Reduced
165
Closed
65
Calls
$46.1M
Puts
$46M
Net Calls
+$123K
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HFS
526
Hantz Financial Services
Michigan
$1K +$1K +45 New
WOC
527
West Oak Capital
California
$939
GFPC
528
Global Financial Private Client
Florida
$866 +$577 +30 +200%
DPW
529
DiNuzzo Private Wealth
Pennsylvania
$809 -$39 -2 -5%
CPG
530
Cornerstone Planning Group
New Jersey
$809 +$809 +44 New
SWM
531
Spire Wealth Management
Virginia
$789 -$5.89K -306 -88%
LI
532
LRI Investments
Florida
$789
JWA
533
JFS Wealth Advisors
Pennsylvania
$751 -$1.35K -70 -64%
RA
534
Rise Advisors
New York
$732 +$732 +38 New
CAWM
535
Capital A Wealth Management
Pennsylvania
$501 +$212 +11 +73%
BWL
536
Bogart Wealth LLC
Virginia
$501 +$501 +26 New
DF
537
Dunhill Financial
United Kingdom
$498 -$306 -16 -38%
PWA
538
Physician Wealth Advisors
Utah
$405
SC
539
Swan Capital
Florida
$385
WCM
540
WealthTrak Capital Management
Virginia
$289 +$96 +5 +50%
PWA
541
Principia Wealth Advisory
Texas
$279 +$279 +15 New
AF
542
Advisornet Financial
Minnesota
$250 -$481 -25 -66%
AWM
543
Abound Wealth Management
Tennessee
$234
WA
544
WestEnd Advisors
North Carolina
$231 +$116 +6 +100%
CWC
545
Carolinas Wealth Consulting
North Carolina
$193 +$193 +10 New
HIA
546
HFM Investment Advisors
New Jersey
$174 +$174 +9 New
CIAM
547
Caitong International Asset Management
Hong Kong
$173 -$57.7K -3,000 -100%
PWM
548
Parkworth Wealth Management
California
$135
BCWM
549
Bartlett & Co Wealth Management
Ohio
$117 +$117 +6 New
SIC
550
SJS Investment Consulting
Ohio
$97