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Franklin Resources

555 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
555
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
$46.1M
Puts
$46M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
526
GW&K Investment Management
Massachusetts
$1K
HFS
527
Hantz Financial Services
Michigan
$1K
WOC
528
West Oak Capital
California
$939
GFPC
529
Global Financial Private Client
Florida
$866
DPW
530
DiNuzzo Private Wealth
Pennsylvania
$809
CPG
531
Cornerstone Planning Group
New Jersey
$809
SWM
532
Spire Wealth Management
Virginia
$789
LI
533
LRI Investments
Florida
$789
JWA
534
JFS Wealth Advisors
Pennsylvania
$751
RA
535
Rise Advisors
New York
$732
CAWM
536
Capital A Wealth Management
Pennsylvania
$501
BWL
537
Bogart Wealth LLC
Virginia
$501
DF
538
Dunhill Financial
United Kingdom
$498
PWA
539
Physician Wealth Advisors
Utah
$405
SC
540
Swan Capital
Florida
$385
WCM
541
WealthTrak Capital Management
Virginia
$289
PWA
542
Principia Wealth Advisory
Texas
$279
AF
543
Advisornet Financial
Minnesota
$250
AWM
544
Abound Wealth Management
Tennessee
$234
WA
545
WestEnd Advisors
North Carolina
$231
CWC
546
Carolinas Wealth Consulting
North Carolina
$193
HIA
547
HFM Investment Advisors
New Jersey
$174
CIAM
548
Caitong International Asset Management
Hong Kong
$173
PWM
549
Parkworth Wealth Management
California
$135
BCWM
550
Bartlett & Co Wealth Management
Ohio
$117