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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
CCM
626
Coldstream Capital Management
Washington
-$96K -4,989 Closed
SFI
627
Siemens Fonds Invest
Germany
-$62.6K -3,251 Closed
HCP
628
Hexagon Capital Partners
Arkansas
-$62.2K -3,230 Closed
IWM
629
Inlight Wealth Management
Georgia
-$61.2K -3,179 Closed
TCOV
630
Trust Company of Vermont
Vermont
-$28.9K -1,500 Closed
MG
631
Mather Group
Illinois
-$25.6K -1,328 Closed
WT
632
Washington Trust
Rhode Island
-$23.1K -1,200 Closed
PBK
633
Peoples Bank (Kansas)
Kansas
-$19.3K -1,000 Closed
PPC
634
Park Place Capital
Alabama
-$15.6K -810 Closed
AP
635
Aspect Partners
Virginia
-$12.1K -630 Closed
FRA
636
Front Row Advisors
California
-$9.79K -500 Closed
LS
637
Livforsakringsbolaget Skandia
Sweden
-$9.04K -463 Closed
RMP
638
Richards, Merrill & Peterson
Washington
-$6.26K -325 Closed
QC
639
Quent Capital
New York
-$4.89K -254 Closed
CT
640
Colonial Trust
South Carolina
-$3.12K -162 Closed
SCB
641
Saudi Central Bank
Saudi Arabia
-$2.17K -113 Closed
HNW
642
High Note Wealth
Minnesota
-$2.08K -108 Closed
CA
643
Continuum Advisory
Idaho
-$1.69K -88 Closed
RCM
644
Raleigh Capital Management
North Carolina
-$1.08K -56 Closed
GFPC
645
Global Financial Private Client
Florida
-$866 -45 Closed
SWM
646
Spire Wealth Management
Virginia
-$789 -41 Closed
GKIM
647
GW&K Investment Management
Massachusetts
-$1K -30 Closed
AW
648
Avion Wealth
Texas
-$433 -21 -43%
CWC
649
Carolinas Wealth Consulting
North Carolina
-$193 -10 Closed
BCWM
650
Bartlett & Co Wealth Management
Ohio
-$117 -6 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.