We are live on ! Find out more
BEN icon

Franklin Resources

565 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, 217 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $30.7M

24% more capital invested

Capital invested by funds: $5.46B → $6.77B (+$1.31B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 85

1% more funds holding

Funds holding: 562565 (+3)

0.12% more ownership

Funds ownership: 53.94%54.06% (+0.12%)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 217

Holders
565
Holders Change
+3
Holders Change %
+0.53%
% of All Funds
7.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
92
Increased
183
Reduced
217
Closed
85
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
526
Cornerstone Planning Group
New Jersey
$1.69K +$474 +23 +52%
S
527
Sachetta
Massachusetts
$1.62K -$206 -10 -13%
HHMI
528
Howard Hughes Medical Institute
Maryland
$1.57K +$1.36K +66 New
DPW
529
DiNuzzo Private Wealth
Pennsylvania
$1.38K +$330 +16 +38%
PWA
530
Principia Wealth Advisory
Texas
$1.34K +$845 +41 +273%
WFA
531
West Financial Advisors
Iowa
$1.27K +$21 +1 +2%
TWC
532
TD Waterhouse Canada
Ontario, Canada
$1.22K +$1.03K +50 New
GBT
533
Grove Bank & Trust
Florida
$1.12K +$969 +47 New
RWM
534
Rialto Wealth Management
New York
$1.12K +$969 +47 New
FAF
535
Fjarde Ap-fonden
Sweden
$1K -$793K -38,460 -100%
LI
536
LRI Investments
Florida
$978
MYIA
537
Mount Yale Investment Advisors
Colorado
$978 +$845 +41 New
SIC
538
SJS Investment Consulting
Ohio
$954 +$721 +35 +700%
KG
539
Kilter Group
New York
$954 +$824 +40 New
RA
540
Rise Advisors
New York
$906
TFM
541
TFC Financial Management
Massachusetts
$859 -$1.65K -80 -69%
MCM
542
MV Capital Management
Maryland
$859 -$639 -31 -46%
AF
543
Advisornet Financial
Minnesota
$787 +$412 +20 +154%
BGAI
544
Bruce G. Allen Investments
Colorado
$739 -$824 -40 -56%
HIA
545
HFM Investment Advisors
New Jersey
$549 +$289 +14 +156%
BHWM
546
Bay Harbor Wealth Management
Maryland
$507 +$433 +21 New
PWA
547
Physician Wealth Advisors
Utah
$501
SC
548
Swan Capital
Florida
$477
WCM
549
WealthTrak Capital Management
Virginia
$477 +$103 +5 +33%
PWM
550
Parkworth Wealth Management
California
$310 +$124 +6 +86%

BEN Hedge Fund Activity: Q2 2025 in Review

565 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2025, worth a combined $6.77B — up 24% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BEN positions and 85 closed out — a net gain of 7 holders — while 183 added to existing stakes and 217 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $189M. The largest seller was Marshall Wace, cutting an estimated $78.4M.

  • 565 institutional investors held Franklin Resources (BEN) as of Q2 2025, up from 562 in Q1 2025.
  • Funds reported $6.77B of Franklin Resources stock for Q2 2025, up 24% quarter-over-quarter.
  • 92 funds opened new Franklin Resources positions in Q2 2025 and 85 closed out, a net change of +7 holders.
  • The largest Franklin Resources buyer in Q2 2025 was Royal Bank of Canada, an estimated $189M added.
  • The largest Franklin Resources seller in Q2 2025 was Marshall Wace, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2025.