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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 %
JF
76
Jump Financial
Illinois
$6.55M +$3.83M +198,996 +141%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$6.44M -$279K -14,498 -4%
WorldQuant Millennium Advisors
78
WorldQuant Millennium Advisors
New York
$6.17M -$5.4M -280,312 -47%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$6.08M +$461K +23,970 +8%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$6.04M – – –
QCM
81
Quantinno Capital Management
New York
$5.95M +$4.08M +211,837 +218%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$5.85M +$712 +37 +0%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$5.22M -$35.9K -1,865 -0.7%
Pictet Asset Management
84
Pictet Asset Management
Switzerland
$5.18M +$311K +16,134 +6%
Ameriprise
85
Ameriprise
Minnesota
$5.16M -$2.53M -131,204 -33%
Canada Life
86
Canada Life
Manitoba, Canada
$4.86M -$188K -9,739 -4%
MWM
87
Modern Wealth Management
Kansas
$4.73M +$1.74M +90,277 +58%
CCG
88
Chatham Capital Group
Georgia
$4.59M – – –
National Bank of Canada
89
National Bank of Canada
Quebec, Canada
$4.5M +$1.71M +88,882 +61%
BAM
90
Bastion Asset Management
Canada
$4.4M +$1.93M +98,250 +78%
ACM
91
Altrius Capital Management
North Carolina
$4.38M +$194K +10,100 +5%
CAM
92
Cresset Asset Management
Illinois
$4.27M +$516K +26,385 +14%
Stifel Financial
93
Stifel Financial
Missouri
$4.23M +$1.47M +76,545 +53%
LIP
94
Lighthouse Investment Partners
Florida
$4.22M +$4.22M +219,158 New
SEI Investments
95
SEI Investments
Pennsylvania
$4.17M +$862K +44,780 +26%
SBWIC
96
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.11M +$7.7K +400 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
97
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.11M +$71.1K +3,695 +2%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$3.98M +$988K +51,330 +33%
Aberdeen Group
99
Aberdeen Group
United Kingdom
$3.98M +$1.48M +77,557 +59%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$3.95M -$466K -24,222 -11%
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