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Franklin Resources

575 hedge funds and large institutions have $6.2B invested in Franklin Resources in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 203 increasing their positions, 181 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
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
$55.8M
Puts
$32.3M
Net Calls
Net Calls Change

Top Buyers

1 +$38.7M
2 +$32.3M
3 +$31.7M
4
Goldman Sachs
Goldman Sachs
New York
+$30.8M
5
Squarepoint
Squarepoint
New York
+$26.3M

Top Sellers

1 -$125M
2 -$66.5M
3 -$64.6M
4
Holocene Advisors
Holocene Advisors
New York
-$48.6M
5
ProShare Advisors
ProShare Advisors
Maryland
-$42.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
551
Guerra Advisors
Florida
$810
EWP
552
Elevation Wealth Partners
California
$787
AF
553
Advisornet Financial
Minnesota
$763
BGAI
554
Bruce G. Allen Investments
Colorado
$717
BHWM
555
Bay Harbor Wealth Management
Maryland
$670
BIA
556
Bell Investment Advisors
California
$625
HIA
557
HFM Investment Advisors
New Jersey
$625
SC
558
Swan Capital
Florida
$463
FC
559
Financial Consulate
Maryland
$463
AT
560
Avalon Trust
New Mexico
$440
SHIM
561
Stone House Investment Management
Pennsylvania
$370
AWM
562
Abound Wealth Management
Tennessee
$281
SFCL
563
Strengthening Families & Communities LLC
Massachusetts
$281
QWM
564
Quaker Wealth Management
New Jersey
$278
ACA
565
American Capital Advisory
Idaho
$278
HC
566
Hurley Capital
New York
$231
DWM
567
Dogwood Wealth Management
Kansas
$231
NMG
568
New Millennium Group
Utah
$231
DF
569
Dunhill Financial
United Kingdom
$179
WOC
570
West Oak Capital
California
$170
PWMG
571
Private Wealth Management Group
New Jersey
$162
WA
572
WestEnd Advisors
North Carolina
$162
NL
573
NVWM LLC
Pennsylvania
$116
YDMI
574
Y.D. More Investments
Israel
$17
EQF
575
Evergreen Quality Fund
Cayman Islands