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Franklin Resources

563 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, 215 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 557563 (+6)

0.71% more ownership

Funds ownership: 53.34%54.04% (+0.71%)

15% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 215

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.9M
Puts
$30.7M
Net Calls
Net Calls Change

Top Buyers

1 +$219M
2 +$161M
3 +$76.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$54.6M
5
Holocene Advisors
Holocene Advisors
New York
+$51.4M

Top Sellers

1 -$90.7M
2 -$64.1M
3 -$52.1M
4
Invesco
Invesco
Georgia
-$46.1M
5
Goldman Sachs
Goldman Sachs
New York
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
601
Code Waechter
Florida
IPW
602
Impact Partnership Wealth
Georgia
VA
603
Vident Advisory
Georgia
AF
604
Avanza Fonder
Sweden
CA
605
Commerzbank Aktiengesellschaft
Germany
EOJOAM
606
E. Ohman J:or Asset Management
Sweden
FDCDDQ
607
Federation des caisses Desjardins du Quebec
Quebec, Canada
MGP
608
M&G plc
United Kingdom
IPWA
609
International Private Wealth Advisors
California
CSIC
610
Clifford Swan Investment Counsel
California
LI
611
LifeWealth Investments
Florida
Rockefeller Capital Management
612
Rockefeller Capital Management
New York
CMI
613
Clare Market Investments
Texas
IIM
614
INTECH Investment Management
Florida
PWM
615
Prentice Wealth Management
New York
TMAM
616
Tokio Marine Asset Management
Japan
Focus Partners Wealth
617
Focus Partners Wealth
Massachusetts
MCM
618
Maple Capital Management
Vermont
OAM
619
Ostrum Asset Management
France
VI
620
Vestcor Inc
New Brunswick, Canada
CCM
621
Coldstream Capital Management
Washington
SFI
622
Siemens Fonds Invest
Germany
HCP
623
Hexagon Capital Partners
Arkansas
IWM
624
Inlight Wealth Management
Georgia
TCOV
625
Trust Company of Vermont
Vermont