We are live on ! Find out more
BEN icon

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
Capstone Investment Advisors
626
Capstone Investment Advisors
New York
-$220K -8,921 Closed
SWM
627
SeaCrest Wealth Management
New York
-$210K -8,822 Closed
BWP
628
BSW Wealth Partners
Colorado
-$204K -8,556 Closed
MM
629
MQS Management
New York
-$201K -8,425 Closed
KRSITF
630
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
-$201K -8,416 Closed
Walleye Trading
631
Walleye Trading
New York
-$191K -7,737 Closed
WSFS
632
Wilmington Savings Fund Society
Delaware
-$108K -4,530 Closed
Group One Trading
633
Group One Trading
Illinois
-$59.3K -2,400 Closed
SAM
634
S.A. Mason
Michigan
-$28K -1,175 Closed
TIM
635
Total Investment Management
Arizona
-$27.3K -1,143 Closed
PHK
636
Point72 Hong Kong
Hong Kong
-$25.2K -1,057 Closed
BIG
637
Brooklyn Investment Group
New York
-$24.1K -1,012 Closed
NC
638
NewSquare Capital
Pennsylvania
-$21.6K -906 Closed
TPWA
639
Twin Peaks Wealth Advisors
California
-$16.2K -632 Closed
TCM
640
Traub Capital Management
Massachusetts
-$7.16K -300 Closed
NICM
641
Neo Ivy Capital Management
New York
-$3.31K -139 Closed
BCMLT
642
Beacon Capital Management LLC (Tennessee)
Tennessee
-$1.72K -72 Closed
MYIA
643
Mount Yale Investment Advisors
Colorado
-$978 -41 Closed
WCM
644
WealthTrak Capital Management
Virginia
-$477 -20 Closed
AAS
645
Ameritas Advisory Services
Nebraska
-$239 -10 Closed
AGWCA
646
Annis Gardner Whiting Capital Advisors
Florida
-$191 -8 Closed
CIAM
647
Caitong International Asset Management
Hong Kong
-$167 -7 Closed
JFG
648
Jefferies Financial Group
New York
-$173 -7 Closed
SC
649
Stephens Consulting
Michigan
-$24 -1 Closed