We are live on ! Find out more
BEN icon

Franklin Resources

589 hedge funds and large institutions have $6.22B invested in Franklin Resources in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 205 increasing their positions, 187 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $32.3M

51% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 61

4% more funds holding

Funds holding: 565589 (+24)

10% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.31% less ownership

Funds ownership: 54.06%51.75% (-2.3%)

8% less capital invested

Capital invested by funds: $6.77B → $6.22B (-$544M)

Holders
589
Holders Change
+24
Holders Change %
+4.25%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
205
Reduced
187
Closed
61
Calls
$55.8M
Puts
$32.3M
Net Calls
+$23.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
526
Ogorek Anthony Joseph
New York
$6K
AA
527
Addison Advisors
Vermont
$5.99K
TF
528
Tompkins Financial
New York
$5.78K
BWL
529
Bogart Wealth LLC
Virginia
$5.6K +$74 +3 +1%
Q1WB
530
Quest 10 Wealth Builders
Virginia
$5.02K
UB
531
UMB Bank
Missouri
$5.02K +$395 +16 +8%
FMII
532
Farmers & Merchants Investments Inc
Nebraska
$4.97K
CTC
533
Central Trust Company
Missouri
$4.63K
CSB
534
City State Bank
Iowa
$4.63K
Walleye Capital
535
Walleye Capital
New York
$4.35K -$1.88K -76 -29%
AWM
536
Activest Wealth Management
Florida
$4.33K -$124 -5 -3%
CWP
537
Clark Wealth Partners
Illinois
$3.75K
BTI
538
Blue Trust Inc
Georgia
$3.33K +$865 +35 +32%
FFO
539
Fortitude Family Office
Arizona
$2.94K
NFSG
540
Newbridge Financial Services Group
Florida
$2.58K +$49 +2 +2%
CPG
541
Cornerstone Planning Group
New Jersey
$2.48K +$1.04K +42 +63%
ME
542
McIlrath & Eck
Washington
$2.31K
SWA
543
SOA Wealth Advisors
New York
$2.14K
SC
544
SouthState Corp
Florida
$2.1K -$865 -35 -28%
CCM
545
Cloud Capital Management
Washington
$2K +$2.47K +100 New
CFO
546
CVA Family Office
Colorado
$1.97K
DPW
547
DiNuzzo Private Wealth
Pennsylvania
$1.77K +$272 +11 +19%
S
548
Sachetta
Massachusetts
$1.57K
PWA
549
Physician Wealth Advisors
Utah
$1.55K +$1.14K +46 +219%
HHMI
550
Howard Hughes Medical Institute
Maryland
$1.53K