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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
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$14.6M +$235K +11,411 +2%
GWM
52
Greenwich Wealth Management
Connecticut
$14.3M +$680 +33 +0%
Victory Capital Management
53
Victory Capital Management
Texas
$14.3M +$640K +31,068 +5%
N
54
Natixis
France
$13.9M +$11.9M +576,136 +6,960%
SIS
55
Sound Income Strategies
Florida
$13.9M +$596K +28,931 +5%
FRM
56
Foundation Resource Management
Arkansas
$13.9M +$121K +5,861 +1%
Mitsubishi UFJ Asset Management
57
Mitsubishi UFJ Asset Management
Japan
$13.8M -$4.5M -218,574 -27%
Two Sigma Investments
58
Two Sigma Investments
New York
$13.3M -$28.5M -1,382,316 -71%
Swiss National Bank
59
Swiss National Bank
Switzerland
$13.2M +$11.4M +552,100 New
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$13.1M +$950K +46,109 +9%
SSA
61
Schonfeld Strategic Advisors
New York
$12.9M +$10.5M +508,388 +1,620%
KHCM
62
Kettle Hill Capital Management
New York
$12.3M -$13.9M -673,074 -57%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$12.1M +$3.6M +174,579 +52%
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
$12.1M +$9.86M +478,444 +1,567%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.4M +$2.06M +100,144 +27%
AQR Capital Management
66
AQR Capital Management
Connecticut
$11.2M -$10.3M -502,100 -52%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$10.7M -$2.76K -134 -0%
Millennium Management
68
Millennium Management
New York
$10.4M -$25.7M -1,248,507 -74%
CB
69
Cadence Bank
Mississippi
$10M +$152K +7,379 +2%
Principal Financial Group
70
Principal Financial Group
Iowa
$9.92M -$998K -48,437 -10%
QCM
71
Quantinno Capital Management
New York
$9.88M +$2.17M +105,455 +34%
ECM
72
ExodusPoint Capital Management
New York
$9.63M -$5M -242,565 -38%
Citigroup
73
Citigroup
New York
$9.43M -$1.89M -91,584 -19%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$9.1M -$6.99M -338,968 -47%
PCM
75
Prana Capital Management
Connecticut
$8.71M +$7.52M +365,015 New

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.