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Franklin Resources

560 hedge funds and large institutions have $6.75B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 181 increasing their positions, 215 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 555560 (+5)

0.71% more ownership

Funds ownership: 53.18%53.88% (+0.71%)

16% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 215

Holders
560
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.9M
Puts
$30.7M
Net Calls
Net Calls Change

Top Buyers

1 +$219M
2 +$161M
3 +$76.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$54.6M
5
Holocene Advisors
Holocene Advisors
New York
+$51.4M

Top Sellers

1 -$90.7M
2 -$64.1M
3 -$52.1M
4
Invesco
Invesco
Georgia
-$46.1M
5
Goldman Sachs
Goldman Sachs
New York
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modern Wealth Management
Kansas
$8.2M
Sumitomo Mitsui Trust Group
77
Sumitomo Mitsui Trust Group
Japan
$8.19M
LIP
78
Lighthouse Investment Partners
Florida
$7.95M
PE
79
Point72 Europe
United Kingdom
$7.67M
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$7.34M
Russell Investments Group
81
Russell Investments Group
United Kingdom
$7.32M
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$7.25M
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$7.21M
Squarepoint
84
Squarepoint
New York
$7.1M
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$6.43M
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$6.38M
Ameriprise
87
Ameriprise
Minnesota
$6.12M
CCG
88
Chatham Capital Group
Georgia
$5.68M
Caisse de Depot et Placement du Quebec (CDPQ)
89
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.51M
Stifel Financial
90
Stifel Financial
Missouri
$5.47M
ACM
91
Altrius Capital Management
North Carolina
$5.41M
CAM
92
Cresset Asset Management
Illinois
$5.36M
SBWIC
93
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.18M
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$5.13M
Aberdeen Group
95
Aberdeen Group
United Kingdom
$5.03M
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$4.85M
Renaissance Technologies
97
Renaissance Technologies
New York
$4.61M
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$4.6M
SEI Investments
99
SEI Investments
Pennsylvania
$4.41M
Raymond James Financial
100
Raymond James Financial
Florida
$4.38M