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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
TAF
601
Tredje AP-fonden
Sweden
-$433K -22,508 Closed
PP
602
Prudential plc
United Kingdom
-$413K -21,477 Closed
CWA
603
Centennial Wealth Advisory
Michigan
-$391K -20,311 Closed
MGP
604
Metis Global Partners
California
-$387K -20,124 Closed
CW
605
Code Waechter
Florida
-$349K -18,153 Closed
IPW
606
Impact Partnership Wealth
Georgia
-$335K -17,428 Closed
VA
607
Vident Advisory
Georgia
-$333K -17,322 Closed
AF
608
Avanza Fonder
Sweden
-$330K -17,000 Closed
VCP
609
Verus Capital Partners
Arizona
-$314K -16,295 Closed
CA
610
Commerzbank Aktiengesellschaft
Germany
-$285K -14,801 Closed
EOJOAM
611
E. Ohman J:or Asset Management
Sweden
-$279K -14,500 Closed
FDCDDQ
612
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$273K -14,193 Closed
MGP
613
M&G plc
United Kingdom
-$264K -13,907 Closed
IPWA
614
International Private Wealth Advisors
California
-$261K -13,581 Closed
CSIC
615
Clifford Swan Investment Counsel
California
-$256K -13,321 Closed
LI
616
LifeWealth Investments
Florida
-$254K -13,211 Closed
Rockefeller Capital Management
617
Rockefeller Capital Management
New York
-$252K -13,071 Closed
CMI
618
Clare Market Investments
Texas
-$248K -12,900 Closed
IIM
619
INTECH Investment Management
Florida
-$244K -12,674 Closed
PWM
620
Prentice Wealth Management
New York
-$234K -12,149 Closed
TMAM
621
Tokio Marine Asset Management
Japan
-$232K -12,067 Closed
Focus Partners Wealth
622
Focus Partners Wealth
Massachusetts
-$214K -11,130 Closed
MCM
623
Maple Capital Management
Vermont
-$193K -10,000 Closed
OAM
624
Ostrum Asset Management
France
-$153K -7,947 Closed
VI
625
Vestcor Inc
New Brunswick, Canada
-$133K -6,907 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.