BEN icon

Franklin Resources

561 hedge funds and large institutions have $6.75B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 181 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: 555561 (+6)

0.71% more ownership

Funds ownership: 53.18%53.88% (+0.71%)

16% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 215

Holders
561
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
PWA
526
Principia Wealth Advisory
Texas
$1.34K
WFA
527
West Financial Advisors
Iowa
$1.27K
TWC
528
TD Waterhouse Canada
Ontario, Canada
$1.22K
RWM
529
Rialto Wealth Management
New York
$1.12K
GBT
530
Grove Bank & Trust
Florida
$1.12K
FAF
531
Fjarde Ap-fonden
Sweden
$1K
LI
532
LRI Investments
Florida
$978
MYIA
533
Mount Yale Investment Advisors
Colorado
$978
SIC
534
SJS Investment Consulting
Ohio
$954
KG
535
Kilter Group
New York
$954
RA
536
Rise Advisors
New York
$906
TFM
537
TFC Financial Management
Massachusetts
$859
MCM
538
MV Capital Management
Maryland
$859
AF
539
Advisornet Financial
Minnesota
$787
BGAI
540
Bruce G. Allen Investments
Colorado
$739
HIA
541
HFM Investment Advisors
New Jersey
$549
BHWM
542
Bay Harbor Wealth Management
Maryland
$507
PWA
543
Physician Wealth Advisors
Utah
$501
SC
544
Swan Capital
Florida
$477
WCM
545
WealthTrak Capital Management
Virginia
$477
PWM
546
Parkworth Wealth Management
California
$310
AWM
547
Abound Wealth Management
Tennessee
$290
QWM
548
Quaker Wealth Management
New Jersey
$287
ACA
549
American Capital Advisory
Idaho
$287
DF
550
Dunhill Financial
United Kingdom
$246