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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
YCM
76
Yousif Capital Management
Michigan
$8.59M +$130K +6,320 +2%
MWM
77
Modern Wealth Management
Kansas
$8.2M +$2.02M +98,063 +40%
Sumitomo Mitsui Trust Group
78
Sumitomo Mitsui Trust Group
Japan
$8.19M -$10.5M -508,272 -60%
LIP
79
Lighthouse Investment Partners
Florida
$7.95M +$2.36M +114,365 +52%
PE
80
Point72 Europe
United Kingdom
$7.67M +$3M +145,525 +83%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$7.34M -$164K -7,950 -3%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$7.32M -$1.56M -75,609 -20%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$7.25M +$948 +46 +0%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$7.21M -$233K -11,294 -4%
Squarepoint
85
Squarepoint
New York
$7.1M -$1.85M -89,967 -23%
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$6.43M -$28.7K -1,395 -0.5%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$6.38M -$9.03M -437,971 -62%
Ameriprise
88
Ameriprise
Minnesota
$6.12M -$229K -11,135 -4%
CCG
89
Chatham Capital Group
Georgia
$5.68M
Caisse de Depot et Placement du Quebec (CDPQ)
90
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.51M +$4.76M +231,200 New
Stifel Financial
91
Stifel Financial
Missouri
$5.47M +$191K +9,290 +4%
ACM
92
Altrius Capital Management
North Carolina
$5.41M -$19.9K -964 -0.4%
SBWIC
93
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.18M +$73.6K +3,570 +2%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$5.13M -$391K -18,954 -8%
CAM
95
Cresset Asset Management
Illinois
$5.09M -$151K -7,325 -3%
Aberdeen Group
96
Aberdeen Group
United Kingdom
$5.03M +$54.7K +2,652 +1%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$4.85M -$30.2K -1,464 -0.7%
Renaissance Technologies
98
Renaissance Technologies
New York
$4.61M -$9.89M -479,897 -71%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$4.6M -$288K -13,971 -7%
SEI Investments
100
SEI Investments
Pennsylvania
$4.41M -$653K -31,685 -15%

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.