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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
SC
551
Swan Capital
Florida
$478
FC
552
Financial Consulate
Maryland
$478
LAS
553
Lloyd Advisory Services
Georgia
$470
MCA
554
McGuire Capital Advisors
Oklahoma
$417
DF
555
Dunhill Financial
United Kingdom
$413
AWM
556
Activest Wealth Management
Florida
$358
NL
557
NVWM LLC
Pennsylvania
$358
QWM
558
Quaker Wealth Management
New Jersey
$335
AWM
559
Abound Wealth Management
Tennessee
$291
ACA
560
American Capital Advisory
Idaho
$287
DWM
561
Dogwood Wealth Management
Kansas
$239
WA
562
WestEnd Advisors
North Carolina
$239
APW
563
Aventura Private Wealth
Florida
$239
LIA
564
Luken Investment Analytics
Tennessee
$239
1CP
565
1015 Capital Partners
Pennsylvania
$215
SEP
566
Signature Equity Partners
Ohio
$215
FHA
567
Flagship Harbor Advisors
Massachusetts
$191
PWMG
568
Private Wealth Management Group
New Jersey
$168
Walleye Capital
569
Walleye Capital
New York
$96
YDMI
570
Y.D. More Investments
Israel
$72
MI
571
Motiv8 Investments
Florida
$28
HF
572
HRT Financial
New York
SSA
573
Schonfeld Strategic Advisors
New York
Tudor Investment Corp
574
Tudor Investment Corp
Connecticut
CCIA
575
Campbell & Co Investment Adviser
Maryland