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Franklin Resources

569 hedge funds and large institutions have $6.6B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 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:

8% less first-time investments, than exits

New positions opened: 82 | 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
AllianceBernstein
51
AllianceBernstein
Tennessee
$15.6M
Amundi
52
Amundi
France
$15M
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$14.7M
SIS
54
Sound Income Strategies
Florida
$14.5M
FRM
55
Foundation Resource Management
Arkansas
$14.1M
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$14M
Swiss National Bank
57
Swiss National Bank
Switzerland
$13.5M
LP
58
Longaeva Partners
Illinois
$13.4M
FCBT
59
First Citizens Bank & Trust
North Carolina
$13.1M
Mitsubishi UFJ Asset Management
60
Mitsubishi UFJ Asset Management
Japan
$12.9M
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$12.4M
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$12.1M
Millennium Management
63
Millennium Management
New York
$12.1M
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$11.2M
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$10.7M
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$10.6M
CB
67
Cadence Bank
Mississippi
$10.3M
MWM
68
Modern Wealth Management
Kansas
$9.65M
KHCM
69
Kettle Hill Capital Management
New York
$9.33M
LPL Financial
70
LPL Financial
California
$9.05M
CIM
71
Cambria Investment Management
California
$8.65M
AG
72
Algert Global
California
$8.47M
Ameriprise
73
Ameriprise
Minnesota
$8.42M
Principal Financial Group
74
Principal Financial Group
Iowa
$8.37M
YCM
75
Yousif Capital Management
Michigan
$8.19M