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Franklin Resources

572 hedge funds and large institutions have $6.6B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 214 increasing their positions, 186 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 89

3% less funds holding

Funds holding: 589572 (-17)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
572
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
$41.8M
Puts
$32.6M
Net Calls
Net Calls Change

Top Buyers

1 +$61.9M
2 +$58.6M
3 +$47.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$43.6M
5
BlackRock
BlackRock
New York
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
526
Cornerstone Planning Group
New Jersey
$1.4K
PWA
527
Physician Wealth Advisors
Utah
$1.39K
PWA
528
Principia Wealth Advisory
Texas
$1.34K
WFA
529
West Financial Advisors
Iowa
$1.31K
KG
530
Kilter Group
New York
$1.24K
RAM
531
Reflection Asset Management
South Carolina
$1.23K
TWC
532
TD Waterhouse Canada
Ontario, Canada
$1.2K
TM
533
Torren Management
California
$1.19K
GBT
534
Grove Bank & Trust
Florida
$1.12K
CJ
535
Caitlin John
Michigan
$1.07K
GKIM
536
GW&K Investment Management
Massachusetts
$1K
LI
537
LRI Investments
Florida
$979
WWA
538
Wealth Watch Advisors
Colorado
$956
BHWM
539
Bay Harbor Wealth Management
Maryland
$944
CFG
540
Clayton Financial Group
Missouri
$884
CFM
541
Cornerstone Financial Management
Massachusetts
$884
TFM
542
TFC Financial Management
Massachusetts
$861
MCM
543
MV Capital Management
Maryland
$861
AF
544
Advisornet Financial
Minnesota
$788
HIA
545
HFM Investment Advisors
New Jersey
$765
BGAI
546
Bruce G. Allen Investments
Colorado
$741
BC
547
Bayforest Capital
United Kingdom
$693
EWP
548
Elevation Wealth Partners
California
$622
SWM
549
Spire Wealth Management
Virginia
$573
LWM
550
Lodestone Wealth Management
Washington
$503