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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
Amundi
51
Amundi
France
$15M
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$14.7M
SIS
53
Sound Income Strategies
Florida
$14.5M
FRM
54
Foundation Resource Management
Arkansas
$14.1M
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$14M
Swiss National Bank
56
Swiss National Bank
Switzerland
$13.5M
LP
57
Longaeva Partners
Illinois
$13.4M
FCBT
58
First Citizens Bank & Trust
North Carolina
$13.1M
Mitsubishi UFJ Asset Management
59
Mitsubishi UFJ Asset Management
Japan
$12.9M
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$12.4M
Envestnet Portfolio Solutions
61
Envestnet Portfolio Solutions
Illinois
$12.1M
Millennium Management
62
Millennium Management
New York
$12.1M
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$11.2M
BNP Paribas Financial Markets
64
BNP Paribas Financial Markets
France
$10.7M
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$10.6M
CB
66
Cadence Bank
Mississippi
$10.3M
MWM
67
Modern Wealth Management
Kansas
$9.65M
KHCM
68
Kettle Hill Capital Management
New York
$9.33M
LPL Financial
69
LPL Financial
California
$9.05M
CIM
70
Cambria Investment Management
California
$8.65M
AG
71
Algert Global
California
$8.47M
Ameriprise
72
Ameriprise
Minnesota
$8.42M
Principal Financial Group
73
Principal Financial Group
Iowa
$8.37M
YCM
74
Yousif Capital Management
Michigan
$8.19M
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$7.95M