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Franklin Resources

569 hedge funds and large institutions have $6.58B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 213 increasing their positions, 185 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 89

3% less funds holding

Funds holding: 588569 (-19)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
569
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.8M
Puts
$32.6M
Net Calls
Net Calls Change

Top Buyers

1 +$61.9M
2 +$58.6M
3 +$47.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$43.6M
5
BlackRock
BlackRock
New York
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JAG
626
Journey Advisory Group
Kentucky
SM
627
Sciencast Management
New Jersey
BAM
628
Blueshift Asset Management
New Jersey
CAU
629
Caxton Associates (UK)
ISFAN
630
Investor's Fiduciary Advisor Network
Washington
AWM
631
Apollon Wealth Management
South Carolina
CAMG
632
CWA Asset Management Group
Florida
IRP
633
Investment Research Partners
Pennsylvania
MG
634
Mather Group
Illinois
PS
635
Principal Securities
Iowa
BAMF
636
BI Asset Management Fondsmaeglerselskab
Denmark
MWPCG
637
Measured Wealth Private Client Group
New Hampshire
GWSG
638
GPS Wealth Strategies Group
Colorado
PEAK6
639
PEAK6
Illinois
Mitsubishi UFJ Trust & Banking
640
Mitsubishi UFJ Trust & Banking
Japan
CI Investments Inc
641
CI Investments Inc
Ontario, Canada
WANY
642
Wealthspire Advisors (New York)
New York
CFD
643
Creative Financial Designs
Indiana
FAF
644
Fjarde Ap-fonden
Sweden
TWM
645
Tripletail Wealth Management
Florida
MA
646
MCF Advisors
Kentucky
ASN
647
Advisory Services Network
Georgia
ABWM
648
Alpine Bank Wealth Management
Colorado
NFSG
649
Newbridge Financial Services Group
Florida
CCM
650
Cloud Capital Management
Washington