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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
COPPSERS
176
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.81M +$106K +5,153 +7%
CNB
177
Czech National Bank
Czech Republic
$1.81M +$94.6K +4,591 +6%
NYLIM
178
New York Life Investment Management
New York
$1.78M +$1.15K +56 +0.1%
IFU
179
iSAM Funds (UK)
United Kingdom
$1.76M +$1.52M +73,946 New
DekaBank Deutsche Girozentrale
180
DekaBank Deutsche Girozentrale
Germany
$1.72M +$8.26K +401 +0.6%
UM
181
UniSuper Management
Australia
$1.67M -$250K -12,124 -15%
SCI
182
S&CO Inc
Massachusetts
$1.66M
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$1.65M
SPC
184
Sigma Planning Corp
Michigan
$1.61M +$688K +33,403 +98%
QCM
185
Qsemble Capital Management
New York
$1.6M +$1.39M +67,223 New
Comerica Bank
186
Comerica Bank
Texas
$1.6M -$262K -12,718 -16%
Retirement Systems of Alabama
187
Retirement Systems of Alabama
Alabama
$1.59M -$1.63K -79 -0.1%
JWCA
188
J.W. Cole Advisors
Florida
$1.57M +$6.02K +292 +0.4%
OTL
189
Oak Thistle LLC
New York
$1.55M +$1.34M +65,143 New
SMDAM
190
Sumitomo Mitsui DS Asset Management
Japan
$1.53M -$643K -31,202 -33%
GC
191
Guggenheim Capital
Illinois
$1.53M -$622K -30,195 -32%
Public Sector Pension Investment Board (PSP Investments)
192
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.53M -$386K -18,752 -23%
TI
193
Tidal Investments
Wisconsin
$1.5M -$333K -16,159 -20%
SCM
194
Sterling Capital Management
North Carolina
$1.49M +$930K +45,140 +262%
Creative Planning
195
Creative Planning
Kansas
$1.48M +$311K +15,091 +32%
KK
196
KLP Kapitalforvaltning
Norway
$1.43M -$855K -41,478 -41%
AB
197
Amalgamated Bank
New York
$1.43M -$1.3K -63 -0.1%
Zurich Cantonal Bank
198
Zurich Cantonal Bank
Switzerland
$1.41M -$1.77M -86,010 -59%
Pictet Asset Management
199
Pictet Asset Management
Switzerland
$1.41M -$4.33M -210,228 -78%
SI
200
Stephens Inc
Arkansas
$1.37M +$40K +1,941 +3%

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.