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Franklin Resources

572 hedge funds and large institutions have $6.6B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 214 increasing their positions, 186 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:

6% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 89

3% less funds holding

Funds holding: 589572 (-17)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
572
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
MMA
626
Mizuho Markets Americas
New York
VI
627
Versor Investments
New York
BCM
628
Bayesian Capital Management
New York
JAG
629
Journey Advisory Group
Kentucky
SM
630
Sciencast Management
New Jersey
BAM
631
Blueshift Asset Management
New Jersey
CAU
632
Caxton Associates (UK)
ISFAN
633
Investor's Fiduciary Advisor Network
Washington
AWM
634
Apollon Wealth Management
South Carolina
CAMG
635
CWA Asset Management Group
Florida
IRP
636
Investment Research Partners
Pennsylvania
MG
637
Mather Group
Illinois
PS
638
Principal Securities
Iowa
BAMF
639
BI Asset Management Fondsmaeglerselskab
Denmark
MWPCG
640
Measured Wealth Private Client Group
New Hampshire
GWSG
641
GPS Wealth Strategies Group
Colorado
PEAK6
642
PEAK6
Illinois
Mitsubishi UFJ Trust & Banking
643
Mitsubishi UFJ Trust & Banking
Japan
CI Investments Inc
644
CI Investments Inc
Ontario, Canada
WANY
645
Wealthspire Advisors (New York)
New York
CFD
646
Creative Financial Designs
Indiana
FAF
647
Fjarde Ap-fonden
Sweden
TWM
648
Tripletail Wealth Management
Florida
MA
649
MCF Advisors
Kentucky
ASN
650
Advisory Services Network
Georgia