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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
PWA
551
Principia Wealth Advisory
Texas
$1.43K +$148 +6 +11%
RWM
552
Rialto Wealth Management
New York
$1.32K +$247 +10 +21%
TFA
553
Transamerica Financial Advisors
Florida
$1.31K +$1.38K +56 New
WFA
554
West Financial Advisors
Iowa
$1.25K +$25 +1 +2%
KG
555
Kilter Group
New York
$1.13K +$222 +9 +23%
TWC
556
TD Waterhouse Canada
Ontario, Canada
$1.13K
GBT
557
Grove Bank & Trust
Florida
$1.09K
CJ
558
Caitlin John
Michigan
$1.02K +$1.09K +44 New
LI
559
LRI Investments
Florida
$948
WWA
560
Wealth Watch Advisors
Colorado
$925 +$989 +40 New
RA
561
Rise Advisors
New York
$879
MCM
562
MV Capital Management
Maryland
$833
TFM
563
TFC Financial Management
Massachusetts
$833
GA
564
Guerra Advisors
Florida
$810 +$865 +35 New
EWP
565
Elevation Wealth Partners
California
$787 +$840 +34 New
AF
566
Advisornet Financial
Minnesota
$763
BGAI
567
Bruce G. Allen Investments
Colorado
$717
BHWM
568
Bay Harbor Wealth Management
Maryland
$670 +$198 +8 +38%
BIA
569
Bell Investment Advisors
California
$625 -$2.22K -90 -77%
HIA
570
HFM Investment Advisors
New Jersey
$625 +$99 +4 +17%
SC
571
Swan Capital
Florida
$463
FC
572
Financial Consulate
Maryland
$463 +$494 +20 New
AT
573
Avalon Trust
New Mexico
$440 +$470 +19 New
SHIM
574
Stone House Investment Management
Pennsylvania
$370 +$395 +16 New
AWM
575
Abound Wealth Management
Tennessee
$281