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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
Robeco Institutional Asset Management
126
Robeco Institutional Asset Management
Netherlands
$3.32M -$6.95M -337,118 -71%
KIM
127
Kestra Investment Management
Texas
$3.28M +$1.45M +70,215 +84%
DFG
128
Dupree Financial Group
Kentucky
$3.24M -$18.8K -911 -0.7%
Royal London Asset Management
129
Royal London Asset Management
United Kingdom
$3.19M -$59.2K -2,874 -2%
MCM
130
Maltese Capital Management
New York
$3.17M -$905K -43,903 -25%
Cerity Partners
131
Cerity Partners
New York
$3.17M -$7.49M -363,354 -73%
D.E. Shaw & Co
132
D.E. Shaw & Co
New York
$3.09M -$4.6M -223,222 -63%
SAI
133
Systematic Alpha Investments
New Jersey
$3.01M
HighTower Advisors
134
HighTower Advisors
Illinois
$2.97M +$23.5K +1,139 +0.9%
GAM
135
Gotham Asset Management
New York
$2.91M -$32.1K -1,557 -1%
CAIM
136
Catherine Avery Investment Management
Florida
$2.91M +$99.2K +4,812 +4%
Canada Life
137
Canada Life
Manitoba, Canada
$2.85M -$2.72M -132,129 -52%
BAM
138
Bastion Asset Management
Canada
$2.85M -$2.17M -105,111 -47%
AFG
139
American Financial Group
Ohio
$2.84M
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$2.82M +$332K +16,112 +16%
PFSRSONJ
141
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.79M +$1.47M +71,207 +155%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$2.77M +$350K +17,001 +17%
CB
143
Commerce Bank
Missouri
$2.76M -$3.01K -146 -0.1%
Axa
144
Axa
France
$2.75M -$7.03M -341,294 -75%
UA
145
Unison Advisors
District of Columbia
$2.7M +$41.5K +2,012 +2%
Tudor Investment Corp
146
Tudor Investment Corp
Connecticut
$2.63M -$482K -23,404 -18%
KFP
147
Keystone Financial Planning
Ohio
$2.52M -$47.1K -2,284 -2%
Connor, Clark & Lunn Investment Management (CC&L)
148
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.46M -$6.83M -331,248 -76%
Rafferty Asset Management
149
Rafferty Asset Management
New York
$2.46M +$30.3K +1,470 +1%
BCP
150
Blackhawk Capital Partners
Wisconsin
$2.45M -$458K -22,205 -18%

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.