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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 %
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$2.73M +$315K +16,340 +13%
GFA
127
Gifford Fong Associates
California
$2.7M – – –
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$2.7M +$893K +46,395 +49%
AF
129
Ally Financial
Michigan
$2.7M – – –
DFG
130
Dupree Financial Group
Kentucky
$2.63M +$59.6K +3,096 +2%
Royal London Asset Management
131
Royal London Asset Management
United Kingdom
$2.63M +$282K +14,641 +12%
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$2.59M +$2.41K +125 +0.1%
Tudor Investment Corp
133
Tudor Investment Corp
Connecticut
$2.57M -$2.88M -149,452 -53%
IP
134
Interval Partners
New York
$2.55M +$2.55M +132,419 New
IMRF
135
Illinois Municipal Retirement Fund
Illinois
$2.47M – – –
SAI
136
Systematic Alpha Investments
New Jersey
$2.43M – – –
Nomura Holdings
137
Nomura Holdings
Japan
$2.42M +$1.4M +72,755 +138%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$2.41M -$517K -26,860 -18%
BCP
139
Blackhawk Capital Partners
Wisconsin
$2.41M -$67K -3,478 -3%
GAM
140
Gotham Asset Management
New York
$2.38M +$5.51K +286 +0.2%
HighTower Advisors
141
HighTower Advisors
Illinois
$2.37M +$204K +10,596 +9%
AFG
142
American Financial Group
Ohio
$2.29M – – –
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$2.24M -$883K -45,871 -28%
CB
144
Commerce Bank
Missouri
$2.23M -$327 -17 -0%
Pathstone Holdings
145
Pathstone Holdings
New Jersey
$2.23M +$1.02M +53,064 +85%
QT
146
Quantbot Technologies
New York
$2.17M -$2.07M -107,384 -49%
UA
147
Unison Advisors
District of Columbia
$2.15M +$34.6K +1,766 +2%
Asset Management One
148
Asset Management One
Japan
$2.11M +$54.6K +2,836 +3%
KFP
149
Keystone Financial Planning
Ohio
$2.08M – – –
TD Asset Management
150
TD Asset Management
Ontario, Canada
$2.08M +$60.4K +3,138 +3%
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