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Franklin Resources

569 hedge funds and large institutions have $6.58B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 213 increasing their positions, 185 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:

7% less first-time investments, than exits

New positions opened: 83 | 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
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$5.39M
Stifel Financial
102
Stifel Financial
Missouri
$5.35M
CAM
103
Cresset Asset Management
Illinois
$5.29M
CCG
104
Chatham Capital Group
Georgia
$5.28M
Royal London Asset Management
105
Royal London Asset Management
United Kingdom
$5.25M
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$5.17M
Aberdeen Group
107
Aberdeen Group
United Kingdom
$5.09M
Skandinaviska Enskilda Banken (SEB)
108
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.06M
SBWIC
109
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.05M
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$5.03M
SC
111
SummitTX Capital
Texas
$4.74M
Mirae Asset Global ETFs Holdings
112
Mirae Asset Global ETFs Holdings
Hong Kong
$4.57M
Creative Planning
113
Creative Planning
Kansas
$4.54M
New York State Common Retirement Fund
114
New York State Common Retirement Fund
New York
$4.34M
IWA
115
Icon Wealth Advisors
Texas
$4.23M
Cerity Partners
116
Cerity Partners
New York
$4.22M
FCM
117
Fire Capital Management
California
$4.12M
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$4.05M
Robeco Institutional Asset Management
119
Robeco Institutional Asset Management
Netherlands
$4.01M
Adage Capital Partners
120
Adage Capital Partners
Massachusetts
$4M
Grantham, Mayo, Van Otterloo & Co (GMO)
121
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.98M
UCI
122
Uncommon Cents Investing
Wisconsin
$3.97M
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$3.87M
SEI Investments
124
SEI Investments
Pennsylvania
$3.84M
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$3.82M