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Franklin Resources
BEN

Overview Fund Activity

554 hedge funds and large institutions have $5.38B invested in Franklin Resources in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 228 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
7.53%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
228
Reduced
165
Closed
65
Calls
$46.1M
Puts
$46M
Net Calls
+$123K
Net Calls Change
-$11.1M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$82.9M
2
EQF
Evergreen Quality Fund
Cayman Islands
+$50.2M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$49.3M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$28.9M
5
KGI
Kopernik Global Investors
Florida
+$23.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$80M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$39.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$19.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$18M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
AE Wealth Management
Kansas
$12.5M +$293K +15,229 +2%
ECM
52
ExodusPoint Capital Management
New York
$12.4M +$2.13M +110,857 +21%
GWM
53
Greenwich Wealth Management
Connecticut
$11.6M -$31.3K -1,627 -0.3%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$11.5M +$1.24M +64,252 +12%
FRM
55
Foundation Resource Management
Arkansas
$11.1M +$59.4K +3,087 +0.5%
Victory Capital Management
56
Victory Capital Management
Texas
$10.9M -$565K -29,336 -5%
SIS
57
Sound Income Strategies
Florida
$10.7M +$197K +10,210 +2%
Raymond James Financial
58
Raymond James Financial
Florida
$10.3M -$632K -32,810 -6%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$9.67M +$475K +24,695 +5%
Cerity Partners
60
Cerity Partners
New York
$9.55M -$1.34M -69,482 -12%
Citigroup
61
Citigroup
New York
$9.37M +$1.71M +88,727 +22%
Robeco Institutional Asset Management
62
Robeco Institutional Asset Management
Netherlands
$9.17M +$379K +19,673 +4%
Principal Financial Group
63
Principal Financial Group
Iowa
$8.94M +$1.64M +85,407 +23%
Axa
64
Axa
France
$8.79M +$5.95M +308,979 +209%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$8.64M +$309K +16,049 +4%
Connor, Clark & Lunn Investment Management (CC&L)
66
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.36M -$179K -9,283 -2%
Citadel Advisors
67
Citadel Advisors
Florida
$8.06M -$18M -937,256 -69%
CB
68
Cadence Bank
Mississippi
$7.97M +$107K +5,555 +1%
Squarepoint
69
Squarepoint
New York
$7.46M -$3.23M -168,013 -30%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$7.36M +$2.84M +147,675 +63%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.26M -$1.24M -64,381 -15%
FGP
72
Freestone Grove Partners
California
$7.24M +$7.24M +376,136 New
AllianceBernstein
73
AllianceBernstein
Tennessee
$6.88M -$182K -9,478 -3%
YCM
74
Yousif Capital Management
Michigan
$6.81M +$1.05M +54,663 +18%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$6.79M -$2.4M -124,799 -26%
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