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Franklin Resources
BEN

Overview Fund Activity

557 hedge funds and large institutions have $6.74B invested in Franklin Resources in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 180 increasing their positions, 214 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+3
Holders Change %
+0.54%
% of All Funds
7.47%
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
180
Reduced
214
Closed
82
Calls
$42.9M
Puts
$30.7M
Net Calls
+$12.2M
Net Calls Change
+$12.1M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$239M
2
Citadel Advisors
2
Citadel Advisors
Florida
$171M
3
ACL
3
Azora Capital LP
Florida
$76.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$227M
5
Holocene Advisors
5
Holocene Advisors
New York
$51.4M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$18.8M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$15M
3
BlackRock
3
BlackRock
New York
$671M
4
Invesco
4
Invesco
Georgia
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
201
Auxier Asset Management
Oregon
$1.28M -$9.66K -405 -0.8%
Osaic Holdings
202
Osaic Holdings
Arizona
$1.24M -$170K -8,328 -12%
Mariner
203
Mariner
Kansas
$1.16M +$305K +12,806 +36%
MCM
204
Mork Capital Management
California
$1.15M – – –
AIM
205
ARGA Investment Management
Connecticut
$1.11M – – –
WCBA
206
Weaver C. Barksdale & Associates
Tennessee
$1.11M -$3.77K -158 -0.3%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$1.09M -$324K -13,580 -23%
VIG
208
Vienna Insurance Group
Poland
$1.07M -$235K -9,853 -18%
Teacher Retirement System of Texas
209
Teacher Retirement System of Texas
Texas
$1.05M +$41.7K +1,749 +4%
TIAA Trust, National Association
210
TIAA Trust, National Association
North Carolina
$1.03M – – –
ECM
211
Everence Capital Management
Indiana
$1.01M +$644K +27,010 +177%
IIC
212
Ironwood Investment Counsel
Arizona
$1M +$43.1K +1,806 +5%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$993K -$1.57M -65,648 -61%
QC
214
Quantessence Capital
New York
$968K +$968K +40,590 New
GIM
215
Gold Investment Management
Alberta, Canada
$966K +$42K +1,724 +5%
PAS
216
Point72 Asia (Singapore)
Singapore
$933K +$933K +39,111 New
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$924K +$621K +26,052 +205%
TAP
218
Tounjian Advisory Partners
Florida
$921K -$12.1K -626 -1%
Universal-Beteiligungs- und Servicegesellschaft
219
Universal-Beteiligungs- und Servicegesellschaft
Germany
$918K -$2.55M -107,007 -74%
IAA
220
Independent Advisor Alliance
North Carolina
$902K -$48.7K -2,042 -5%
MOACM
221
Mutual of America Capital Management
New York
$848K -$11.7K -490 -1%
SOADOR
222
State of Alaska Department of Revenue
Alaska
$830K -$35.7K -1,500 -4%
MSAM
223
Moloney Securities Asset Management
Missouri
$800K +$330K +13,822 +70%
AWC
224
Abundance Wealth Counselors
Pennsylvania
$800K -$4.17K -175 -0.5%
VRS
225
Virginia Retirement Systems
Virginia
$799K +$799K +33,500 New
7 8
9
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