We are live on ! Find out more
BEN icon

Franklin Resources

589 hedge funds and large institutions have $6.22B invested in Franklin Resources in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 205 increasing their positions, 187 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $55.8M | Put options by funds: $32.3M

51% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 61

4% more funds holding

Funds holding: 565589 (+24)

10% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 187

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2.31% less ownership

Funds ownership: 54.06%51.75% (-2.3%)

8% less capital invested

Capital invested by funds: $6.77B → $6.22B (-$544M)

Holders
589
Holders Change
+24
Holders Change %
+4.25%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
205
Reduced
187
Closed
61
Calls
$55.8M
Puts
$32.3M
Net Calls
+$23.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
101
Dark Forest Capital Management
Puerto Rico
$5.11M +$5.07M +205,194 +1,287%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$5.08M +$399K +16,133 +8%
Stifel Financial
103
Stifel Financial
Missouri
$5.06M -$259K -10,463 -5%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$4.96M +$1.76M +71,384 +50%
QCM
105
Qsemble Capital Management
New York
$4.93M +$3.6M +145,829 +217%
LIP
106
Lighthouse Investment Partners
Florida
$4.89M -$3.01M -121,931 -37%
SBWIC
107
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.81M -$227K -9,192 -4%
Robeco Institutional Asset Management
108
Robeco Institutional Asset Management
Netherlands
$4.46M +$1.33M +53,776 +39%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$4.4M +$615K +24,880 +15%
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$4.4M -$611K -24,707 -11%
MF
111
Magnetar Financial
Illinois
$4.33M +$4.63M +187,132 New
SEI Investments
112
SEI Investments
Pennsylvania
$4.27M -$13.2K -535 -0.3%
Cerity Partners
113
Cerity Partners
New York
$4.26M +$1.27M +51,336 +39%
New York State Common Retirement Fund
114
New York State Common Retirement Fund
New York
$4.19M +$440K +17,800 +11%
TPWM
115
Twelve Points Wealth Management
Massachusetts
$4.14M +$74 +3 +0%
Wells Fargo
116
Wells Fargo
California
$4.06M +$361K +14,623 +9%
IWA
117
Icon Wealth Advisors
Texas
$4.04M
FCM
118
Fire Capital Management
California
$3.99M
Mirae Asset Global ETFs Holdings
119
Mirae Asset Global ETFs Holdings
Hong Kong
$3.95M -$113K -4,564 -3%
UCI
120
Uncommon Cents Investing
Wisconsin
$3.85M -$35.6K -1,440 -0.9%
YIH
121
Y-Intercept (HK)
Hong Kong
$3.82M +$405K +16,378 +11%
KC
122
Kinloch Capital
Virginia
$3.73M +$53.9K +2,180 +1%
Comerica Bank
123
Comerica Bank
Texas
$3.65M +$2.24M +90,622 +135%
Chevy Chase Trust
124
Chevy Chase Trust
Maryland
$3.62M -$184K -7,438 -5%
BHCM
125
Brevan Howard Capital Management
Jersey
$3.47M -$245K -9,925 -6%