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Franklin Resources

525 hedge funds and large institutions have $4.95B invested in Franklin Resources in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 200 increasing their positions, 185 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-13
Holders Change %
-2.42%
% of All Funds
9.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
48
Increased
200
Reduced
185
Closed
57
Calls
$36.3M
Puts
$31.3M
Net Calls
+$5.08M
Net Calls Change
+$22.1M
Name Holding Trade Value Shares
Change
Shares
Change %
RI
551
Ridgewood Investments
New Jersey
-$204K -8,740 Closed
BL
552
Balentine LLC
Georgia
-$204K -8,738 Closed
RWA
553
Ropes Wealth Advisors
Massachusetts
-$203K -8,700 Closed
PCMC
554
Paragon Capital Management (Colorado)
Colorado
-$200K -8,579 Closed
TCWM
555
Total Clarity Wealth Management
Illinois
-$148K -6,341 Closed
AAM
556
Advisors Asset Management
Colorado
-$133K -5,705 Closed
IIL
557
Insight Inv LLC
California
-$97K -4,105 Closed
AG
558
AIA Group
Hong Kong
-$95K -4,091 Closed
VVP
559
Venture Visionary Partners
Ohio
-$81.6K -3,500 Closed
COCM
560
Charter Oak Capital Management
New Hampshire
-$49K -2,088 Closed
T
561
TOBAM
France
-$29K -1,242 Closed
DCM
562
Dupont Capital Management
Delaware
-$22K -949 Closed
CI
563
CX Institutional
Indiana
-$20K -876 Closed
CBT
564
CoreFirst Bank & Trust
Kansas
-$17K -750 Closed
PFGIA
565
Patriot Financial Group Insurance Agency
Massachusetts
-$8K -352 Closed
CWP
566
Concord Wealth Partners
Virginia
-$5K -225 Closed
AIP
567
Ahrens Investment Partners
Louisiana
-$5K -200 Closed
LWCFA
568
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$5K -200 Closed
GKIM
569
GW&K Investment Management
Massachusetts
-$2K -94 Closed
SFG
570
Steward Financial Group
Texas
-$2K -87 Closed
AWM
571
Activest Wealth Management
Florida
-$2K -82 Closed
CA
572
CoreCap Advisors
Michigan
-$2K -71 Closed
CWM
573
Curi Wealth Management
North Carolina
-$1K -23 Closed