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
TD Asset Management
201
TD Asset Management
Ontario, Canada
$1.35M -$1.06M -51,388 -48%
PCM
202
Poehling Capital Management
Wisconsin
$1.33M +$2.76K +134 +0.2%
ZIG
203
Zurich Insurance Group
Switzerland
$1.3M
AAM
204
Auxier Asset Management
Oregon
$1.28M -$8.35K -405 -0.8%
Mariner
205
Mariner
Kansas
$1.16M +$264K +12,806 +36%
MCM
206
Mork Capital Management
California
$1.15M
AIM
207
ARGA Investment Management
Connecticut
$1.11M
WCBA
208
Weaver C. Barksdale & Associates
Tennessee
$1.11M -$3.26K -158 -0.3%
CIBC Asset Management
209
CIBC Asset Management
Ontario, Canada
$1.09M -$280K -13,580 -23%
VIG
210
Vienna Insurance Group
Poland
$1.07M -$203K -9,853 -18%
Teacher Retirement System of Texas
211
Teacher Retirement System of Texas
Texas
$1.05M +$36K +1,749 +4%
TIAA Trust, National Association
212
TIAA Trust, National Association
North Carolina
$1.03M
ECM
213
Everence Capital Management
Indiana
$1.01M +$557K +27,010 +177%
IIC
214
Ironwood Investment Counsel
Arizona
$1M +$37.2K +1,806 +5%
Fidelity Investments
215
Fidelity Investments
Massachusetts
$993K -$1.35M -65,648 -61%
QC
216
Quantessence Capital
New York
$968K +$836K +40,590 New
GIM
217
Gold Investment Management
Alberta, Canada
$966K +$35.5K +1,724 +5%
PAS
218
Point72 Asia (Singapore)
Singapore
$933K +$806K +39,111 New
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$924K +$537K +26,052 +205%
TAP
220
Tounjian Advisory Partners
Florida
$921K -$12.9K -626 -1%
Universal-Beteiligungs- und Servicegesellschaft
221
Universal-Beteiligungs- und Servicegesellschaft
Germany
$918K -$2.21M -107,007 -74%
IAA
222
Independent Advisor Alliance
North Carolina
$902K -$42.1K -2,042 -5%
MOACM
223
Mutual of America Capital Management
New York
$848K -$10.1K -490 -1%
SOADOR
224
State of Alaska Department of Revenue
Alaska
$830K -$30.9K -1,500 -4%
MSAM
225
Moloney Securities Asset Management
Missouri
$800K +$285K +13,822 +70%

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.