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Franklin Resources

589 hedge funds and large institutions have $6.22B invested in Franklin Resources in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 205 increasing their positions, 187 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $32.3M

51% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 61

4% more funds holding

Funds holding: 565589 (+24)

10% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.31% less ownership

Funds ownership: 54.06%51.75% (-2.3%)

8% less capital invested

Capital invested by funds: $6.77B → $6.22B (-$544M)

Holders
589
Holders Change
+24
Holders Change %
+4.25%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
205
Reduced
187
Closed
61
Calls
$55.8M
Puts
$32.3M
Net Calls
+$23.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
601
Redwood Investment Management
Arizona
-$1.95M -81,721 Closed
ZIG
602
Zurich Insurance Group
Switzerland
-$1.3M -54,700 Closed
TAP
603
Tounjian Advisory Partners
Florida
-$921K -47,836 Closed
AIM
604
ARGA Investment Management
Connecticut
-$1.11M -46,598 Closed
VIG
605
Vienna Insurance Group
Poland
-$1.07M -44,971 Closed
QC
606
Quantessence Capital
New York
-$968K -40,590 Closed
LOAMS
607
Lombard Odier Asset Management (Switzerland)
Switzerland
-$658K -27,588 Closed
CFM
608
Catalyst Funds Management
Australia
-$591K -24,795 Closed
KRS
609
Kentucky Retirement Systems
Kentucky
-$473K -19,831 Closed
ACM
610
AlphaStar Capital Management
North Carolina
-$441K -18,477 Closed
QCM
611
QRG Capital Management
Illinois
-$428K -17,929 Closed
O
612
Ossiam
France
-$319K -13,371 Closed
MPM
613
MBB Public Markets
Illinois
-$316K -13,262 Closed
Nomura Holdings
614
Nomura Holdings
Japan
-$286K -11,990 Closed
HWAM
615
Hennion & Walsh Asset Management
New Jersey
-$278K -11,673 Closed
FL
616
FreeGulliver LLC
Louisiana
-$272K -11,400 Closed
BAM
617
Boyar Asset Management
New York
-$272K -11,398 Closed
Envestnet Portfolio Solutions
618
Envestnet Portfolio Solutions
Illinois
-$271K -11,357 Closed
SAW
619
Signal Advisors Wealth
Michigan
-$271K -11,343 Closed
CM
620
Capula Management
Cayman Islands
-$260K -10,896 Closed
IF
621
IRON Financial
Illinois
-$233K -9,783 Closed
SF
622
Summit Financial
New Jersey
-$236K -9,750 Closed
RBFC
623
Roman Butler Fullerton & Co
Missouri
-$237K -9,543 Closed
RA
624
RFG Advisory
Alabama
-$225K -9,430 Closed
DLHL
625
Donald L. Hagan LLC
Florida
-$224K -9,389 Closed