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Franklin Resources

565 hedge funds and large institutions have $6.77B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 183 increasing their positions, 217 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $42.9M | Put options by funds: $30.7M

24% more capital invested

Capital invested by funds: $5.46B → $6.77B (+$1.31B)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 85

1% more funds holding

Funds holding: 562565 (+3)

0.12% more ownership

Funds ownership: 53.94%54.06% (+0.12%)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 217

Holders
565
Holders Change
+3
Holders Change %
+0.53%
% of All Funds
7.44%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
92
Increased
183
Reduced
217
Closed
85
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Abound Wealth Management
Tennessee
$290
ACA
552
American Capital Advisory
Idaho
$287 +$247 +12 New
QWM
553
Quaker Wealth Management
New Jersey
$287 +$247 +12 New
DF
554
Dunhill Financial
United Kingdom
$246 -$330 -16 -62%
AAS
555
Ameritas Advisory Services
Nebraska
$239 +$206 +10 New
AGWCA
556
Annis Gardner Whiting Capital Advisors
Florida
$191 +$165 +8 New
WOC
557
West Oak Capital
California
$175 -$85.4K -4,145 -85%
WA
558
WestEnd Advisors
North Carolina
$167 -$103 -5 -42%
CIAM
559
Caitong International Asset Management
Hong Kong
$167 -$41 -2 -22%
PWMG
560
Private Wealth Management Group
New Jersey
$167 +$124 +6 +600%
JFG
561
Jefferies Financial Group
New York
$167 +$144 +7 New
NL
562
NVWM LLC
Pennsylvania
$119
SC
563
Stephens Consulting
Michigan
$24 +$21 +1 New
YDMI
564
Y.D. More Investments
Israel
$20 -$3.09K -150 -35%
A
565
AustralianSuper
Australia
-$13.1M -680,905 Closed
JF
566
Jump Financial
Illinois
-$6.55M -340,044 Closed
WorldQuant Millennium Advisors
567
WorldQuant Millennium Advisors
New York
-$6.17M -320,656 Closed
Swedbank
568
Swedbank
Sweden
-$3.1M -161,088 Closed
DB
569
Danske Bank
Denmark
-$3.03M -157,193 Closed
Man Group
570
Man Group
United Kingdom
-$2.83M -146,963 Closed
FAF
571
Första AP-fonden
Sweden
-$2.75M -142,700 Closed
ICP
572
Ilex Capital Partners
United Kingdom
-$2.74M -142,245 Closed
Mitsubishi UFJ Trust & Banking
573
Mitsubishi UFJ Trust & Banking
Japan
-$2.59M -134,794 Closed
IMRF
574
Illinois Municipal Retirement Fund
Illinois
-$2.47M -128,143 Closed
QT
575
Quantbot Technologies
New York
-$2.17M -112,483 Closed

BEN Hedge Fund Activity: Q2 2025 in Review

565 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2025, worth a combined $6.77B — up 24% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new BEN positions and 85 closed out — a net gain of 7 holders — while 183 added to existing stakes and 217 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $189M. The largest seller was Marshall Wace, cutting an estimated $78.4M.

  • 565 institutional investors held Franklin Resources (BEN) as of Q2 2025, up from 562 in Q1 2025.
  • Funds reported $6.77B of Franklin Resources stock for Q2 2025, up 24% quarter-over-quarter.
  • 92 funds opened new Franklin Resources positions in Q2 2025 and 85 closed out, a net change of +7 holders.
  • The largest Franklin Resources buyer in Q2 2025 was Royal Bank of Canada, an estimated $189M added.
  • The largest Franklin Resources seller in Q2 2025 was Marshall Wace, an estimated $78.4M sold.

Based on aggregated 13F filings for Q2 2025.