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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 %
RAM
101
Resona Asset Management
Japan
$3.53M +$315K +16,331 +10%
IWA
102
Icon Wealth Advisors
Texas
$3.47M +$1.93M +100,000 +125%
TPWM
103
Twelve Points Wealth Management
Massachusetts
$3.41M +$336K +17,471 +11%
MCM
104
Maltese Capital Management
New York
$3.41M +$1.67M +87,000 +97%
Wells Fargo
105
Wells Fargo
California
$3.39M -$714K -37,113 -17%
PE
106
Point72 Europe
United Kingdom
$3.39M +$3.39M +175,900 New
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$3.34M -$1.2M -62,287 -26%
SO
108
STRS Ohio
Ohio
$3.33M +$1.67M +86,963 +101%
FCM
109
Fire Capital Management
California
$3.32M – – –
UCI
110
Uncommon Cents Investing
Wisconsin
$3.27M -$19.5K -1,011 -0.6%
Prudential Financial
111
Prudential Financial
New Jersey
$3.15M -$129K -6,724 -4%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$3.13M +$8.51K +442 +0.3%
Swedbank
113
Swedbank
Sweden
$3.1M – – –
KC
114
Kinloch Capital
Virginia
$3.01M +$788K +40,910 +35%
APG Asset Management
115
APG Asset Management
Netherlands
$2.98M -$69.5K -3,900 -2%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$2.95M +$231K +12,000 +9%
GI
117
GAMCO Investors
Connecticut
$2.91M +$92.6K +4,808 +3%
Wellington Management Group
118
Wellington Management Group
Massachusetts
$2.87M +$927K +48,170 +48%
Mirae Asset Global ETFs Holdings
119
Mirae Asset Global ETFs Holdings
Hong Kong
$2.85M +$592K +30,763 +26%
Man Group
120
Man Group
United Kingdom
$2.83M -$2.88M -149,554 -50%
Universal-Beteiligungs- und Servicegesellschaft
121
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.8M +$756K +39,276 +37%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$2.8M +$287K +14,887 +11%
Korea Investment Corp
123
Korea Investment Corp
South Korea
$2.78M +$1.55M +80,500 +126%
FAF
124
Första AP-fonden
Sweden
$2.75M +$493K +25,600 +22%
ICP
125
Ilex Capital Partners
United Kingdom
$2.74M +$2.74M +142,245 New
3 4
5
6 7