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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
MSV
576
MN Services Vermogensbeheer
Netherlands
-$2.03M -105,588 Closed
APF
577
Alaska Permanent Fund
Alaska
-$1.81M -96,632 Closed
HF
578
HRT Financial
New York
-$1.67M -86,696 Closed
WI
579
WBI Investments
New Jersey
-$1.64M -85,411 Closed
ACM
580
Aquatic Capital Management
Illinois
-$1.49M -77,285 Closed
BEI
581
Benjamin Edwards Inc
Missouri
-$1.44M -74,592 Closed
CF
582
Corebridge Financial
Texas
-$1.37M -71,221 Closed
DnB Asset Management
583
DnB Asset Management
Norway
-$1.11M -57,551 Closed
II
584
IFM Investors
Australia
-$1.11M -57,523 Closed
BCIM
585
British Columbia Investment Management
British Columbia, Canada
-$1.06M -55,112 Closed
LF
586
Lansforsakringar Fondforvaltning
Sweden
-$1.02M -53,030 Closed
XT
587
XTX Topco
Cayman Islands
-$901K -46,783 Closed
CS
588
Candriam SCA
Luxembourg
-$892K -46,335 Closed
CW
589
CreativeOne Wealth
Kansas
-$863K -44,834 Closed
AC
590
AXQ Capital
New Jersey
-$844K -43,819 Closed
ECM
591
Evergreen Capital Management
Washington
-$845K -43,199 Closed
ATPW
592
Ashton Thomas Private Wealth
Arizona
-$812K -41,489 Closed
NAM
593
Nissay Asset Management
Japan
-$702K -36,461 Closed
Simplex Trading
594
Simplex Trading
Illinois
-$717K -34,775 Closed
AC
595
Allstate Corporation
Illinois
-$644K -33,456 Closed
Nordea Investment Management
596
Nordea Investment Management
Sweden
-$617K -32,355 Closed
OAM
597
OP Asset Management
-$601K -31,197 Closed
PCM
598
Penserra Capital Management
California
-$493K -25,648 Closed
CL
599
CSS LLC
Illinois
-$472K -24,528 Closed
GIBU
600
Gulf International Bank (UK)
United Kingdom
-$448K -23,279 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.