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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
Raymond James Financial
101
Raymond James Financial
Florida
$4.38M -$7.19M -348,843 -65%
Prudential Financial
102
Prudential Financial
New Jersey
$4.38M +$415K +20,124 +12%
TPWM
103
Twelve Points Wealth Management
Massachusetts
$4.27M +$34.5K +1,676 +0.9%
SO
104
STRS Ohio
Ohio
$4.24M +$95.7K +4,645 +3%
Mirae Asset Global ETFs Holdings
105
Mirae Asset Global ETFs Holdings
Hong Kong
$4.18M +$561K +27,206 +18%
IWA
106
Icon Wealth Advisors
Texas
$4.16M -$111K -5,393 -3%
FCM
107
Fire Capital Management
California
$4.11M
CCM
108
Cinctive Capital Management
New York
$4.04M +$3.49M +169,574 New
UCI
109
Uncommon Cents Investing
Wisconsin
$4M -$37.2K -1,807 -1%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$3.95M -$164K -7,947 -5%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$3.91M +$24.7K +1,199 +0.7%
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$3.9M +$216K +10,500 +7%
Wells Fargo
113
Wells Fargo
California
$3.84M -$310K -15,049 -9%
BHCM
114
Brevan Howard Capital Management
Jersey
$3.82M +$2.16M +105,024 +191%
KC
115
Kinloch Capital
Virginia
$3.8M +$58.7K +2,850 +2%
GI
116
GAMCO Investors
Connecticut
$3.56M -$37.1K -1,800 -1%
YIH
117
Y-Intercept (HK)
Hong Kong
$3.55M +$3.07M +148,786 New
Jane Street
118
Jane Street
New York
$3.48M +$3.01M +145,965 New
APG Asset Management
119
APG Asset Management
Netherlands
$3.46M +$65.9K +3,200 +2%
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$3.42M +$39.9K +1,937 +1%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$3.42M +$62K +3,008 +2%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$3.4M +$1.93M +93,521 +191%
Wellington Management Group
123
Wellington Management Group
Massachusetts
$3.38M -$153K -7,448 -5%
GFA
124
Gifford Fong Associates
California
$3.35M
AF
125
Ally Financial
Michigan
$3.34M

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.