We are live on ! Find out more
BEN icon

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
RAM
151
Resona Asset Management
Japan
$2.44M -$1.66M -80,334 -44%
American Century Companies
152
American Century Companies
Missouri
$2.44M +$185K +8,967 +10%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.44M +$4.62K +224 +0.2%
SC
154
SummitTX Capital
Texas
$2.43M +$818K +39,716 +64%
Toronto Dominion Bank
155
Toronto Dominion Bank
Ontario, Canada
$2.43M -$304K -14,738 -13%
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$2.4M -$306K -14,853 -13%
SF
157
Symphony Financial
Texas
$2.37M +$642K +31,166 +51%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$2.37M -$145K -7,050 -7%
SGCA
159
Steel Grove Capital Advisors
Tennessee
$2.36M +$6.7K +325 +0.3%
AWM
160
AE Wealth Management
Kansas
$2.28M -$11.4M -555,206 -85%
BBVA
161
Banco Bilbao Vizcaya Argentaria
Spain
$2.2M +$385K +18,658 +25%
State of New Jersey Common Pension Fund D
162
State of New Jersey Common Pension Fund D
New Jersey
$2.09M -$152K -7,358 -8%
ARA
163
Alexander Randolph Advisory
Virginia
$2.06M -$10.5K -510 -0.6%
Mirae Asset Global Investments
164
Mirae Asset Global Investments
South Korea
$2.06M +$95.3K +4,626 +6%
VOYA Investment Management
165
VOYA Investment Management
Georgia
$2.04M -$64.3K -3,119 -4%
SOMRS
166
State of Michigan Retirement System
Michigan
$2.01M -$145K -7,058 -8%
ASRS
167
Arizona State Retirement System
Arizona
$2.01M +$20.4K +991 +1%
EI
168
Ethic Inc
New York
$2.01M +$349K +16,950 +25%
STA
169
Summit Trail Advisors
New York
$2M +$1.7M +82,565 New
Osaic Holdings
170
Osaic Holdings
Arizona
$1.97M +$272K +13,203 +19%
MAM
171
Morse Asset Management
Connecticut
$1.96M +$1.69M +82,070 New
RIM
172
Redwood Investment Management
Arizona
$1.95M -$9.23K -448 -0.5%
AIA
173
AIMZ Investment Advisors
California
$1.91M -$2.35K -114 -0.1%
MIM
174
MetLife Investment Management
New Jersey
$1.88M -$31.8K -1,543 -2%
Ensign Peak Advisors
175
Ensign Peak Advisors
Utah
$1.86M -$467K -22,640 -23%

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.