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Franklin Resources

563 hedge funds and large institutions have $6.77B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 183 increasing their positions, 215 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 557563 (+6)

0.71% more ownership

Funds ownership: 53.34%54.04% (+0.71%)

15% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 215

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.9M
Puts
$30.7M
Net Calls
Net Calls Change

Top Buyers

1 +$219M
2 +$161M
3 +$76.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$54.6M
5
Holocene Advisors
Holocene Advisors
New York
+$51.4M

Top Sellers

1 -$90.7M
2 -$64.1M
3 -$52.1M
4
Invesco
Invesco
Georgia
-$46.1M
5
Goldman Sachs
Goldman Sachs
New York
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
HHMI
526
Howard Hughes Medical Institute
Maryland
$1.57K
DPW
527
DiNuzzo Private Wealth
Pennsylvania
$1.38K
PWA
528
Principia Wealth Advisory
Texas
$1.34K
WFA
529
West Financial Advisors
Iowa
$1.27K
TWC
530
TD Waterhouse Canada
Ontario, Canada
$1.22K
GBT
531
Grove Bank & Trust
Florida
$1.12K
RWM
532
Rialto Wealth Management
New York
$1.12K
FAF
533
Fjarde Ap-fonden
Sweden
$1K
LI
534
LRI Investments
Florida
$978
MYIA
535
Mount Yale Investment Advisors
Colorado
$978
SIC
536
SJS Investment Consulting
Ohio
$954
KG
537
Kilter Group
New York
$954
RA
538
Rise Advisors
New York
$906
TFM
539
TFC Financial Management
Massachusetts
$859
MCM
540
MV Capital Management
Maryland
$859
AF
541
Advisornet Financial
Minnesota
$787
BGAI
542
Bruce G. Allen Investments
Colorado
$739
HIA
543
HFM Investment Advisors
New Jersey
$549
BHWM
544
Bay Harbor Wealth Management
Maryland
$507
PWA
545
Physician Wealth Advisors
Utah
$501
SC
546
Swan Capital
Florida
$477
WCM
547
WealthTrak Capital Management
Virginia
$477
PWM
548
Parkworth Wealth Management
California
$310
AWM
549
Abound Wealth Management
Tennessee
$290
ACA
550
American Capital Advisory
Idaho
$287