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Franklin Resources

556 hedge funds and large institutions have $5.56B invested in Franklin Resources in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 197 increasing their positions, 195 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+7
Holders Change %
+1.28%
% of All Funds
7.4%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
88
Increased
197
Reduced
195
Closed
71
Calls
$50.4M
Puts
$39.1M
Net Calls
+$11.2M
Net Calls Change
+$934K
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
601
Evergreen Capital Management
Washington
-$207K -10,151 Closed
AC
602
AlphaCore Capital
California
-$203K -9,902 Closed
TC
603
Torno Capital
Massachusetts
-$101K -5,000 Closed
CCA
604
Catalyst Capital Advisors
New York
-$101K -4,994 Closed
ACM
605
Aster Capital Management
United Arab Emirates
-$72.9K -3,619 Closed
RFS
606
Richardson Financial Services
Massachusetts
-$80.5K -3,600 Closed
PS
607
Planned Solutions
California
-$50.9K -2,524 Closed
WBC
608
Westpac Banking Corp
Australia
-$34.1K -1,693 Closed
SIM
609
Sentry Investment Management
Wisconsin
-$27K -1,342 Closed
MWA
610
MFA Wealth Advisors
Pennsylvania
-$25.5K -1,267 Closed
FIA
611
FNY Investment Advisers
New York
-$25K -1,250 Closed
AS
612
Altshuler Shaham
Israel
-$20.7K -1,025 Closed
JPWM
613
Jamison Private Wealth Management
Georgia
-$19.9K -986 Closed
BWP
614
Baldwin Wealth Partners
Massachusetts
-$16.5K -817 Closed
M
615
MOTCO
Texas
-$10.3K -513 Closed
NS
616
NBC Securities
Alabama
-$10K -500 Closed
FLPIM
617
F.L. Putnam Investment Management
Massachusetts
-$52.5K -422 Closed
ATS
618
Ashton Thomas Securities
New York
-$5.92K -294 Closed
CPA
619
Capital Performance Advisors
California
-$5.18K -257 Closed
BONH
620
Bank of New Hampshire
New Hampshire
-$5.04K -250 Closed
BAM
621
Byrne Asset Management
New Jersey
-$4.03K -200 Closed
MA
622
MCF Advisors
Kentucky
-$1.33K -66 Closed
CA
623
Claris Advisors
Missouri
-$484 -24 Closed
RTC
624
Riverview Trust Company
Washington
-$463 -23 Closed
HPC
625
HM Payson & Co
Maine
-$162 -8 Closed