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Franklin Resources

563 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, 215 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 557563 (+6)

0.71% more ownership

Funds ownership: 53.34%54.04% (+0.71%)

15% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 215

Holders
563
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$42.9M
Puts
$30.7M
Net Calls
Net Calls Change

Top Buyers

1 +$219M
2 +$161M
3 +$76.1M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$54.6M
5
Holocene Advisors
Holocene Advisors
New York
+$51.4M

Top Sellers

1 -$90.7M
2 -$64.1M
3 -$52.1M
4
Invesco
Invesco
Georgia
-$46.1M
5
Goldman Sachs
Goldman Sachs
New York
-$39M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
201
Poehling Capital Management
Wisconsin
$1.33M
ZIG
202
Zurich Insurance Group
Switzerland
$1.3M
AAM
203
Auxier Asset Management
Oregon
$1.28M
Mariner
204
Mariner
Kansas
$1.16M
MCM
205
Mork Capital Management
California
$1.15M
AIM
206
ARGA Investment Management
Connecticut
$1.11M
WCBA
207
Weaver C. Barksdale & Associates
Tennessee
$1.11M
CIBC Asset Management
208
CIBC Asset Management
Ontario, Canada
$1.09M
VIG
209
Vienna Insurance Group
Poland
$1.07M
Teacher Retirement System of Texas
210
Teacher Retirement System of Texas
Texas
$1.05M
TIAA Trust, National Association
211
TIAA Trust, National Association
North Carolina
$1.03M
ECM
212
Everence Capital Management
Indiana
$1.01M
IIC
213
Ironwood Investment Counsel
Arizona
$1M
Fidelity Investments
214
Fidelity Investments
Massachusetts
$993K
QC
215
Quantessence Capital
New York
$968K
GIM
216
Gold Investment Management
Alberta, Canada
$966K
PAS
217
Point72 Asia (Singapore)
Singapore
$933K
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$924K
TAP
219
Tounjian Advisory Partners
Florida
$921K
Universal-Beteiligungs- und Servicegesellschaft
220
Universal-Beteiligungs- und Servicegesellschaft
Germany
$918K
IAA
221
Independent Advisor Alliance
North Carolina
$902K
MOACM
222
Mutual of America Capital Management
New York
$848K
SOADOR
223
State of Alaska Department of Revenue
Alaska
$830K
MSAM
224
Moloney Securities Asset Management
Missouri
$800K
AWC
225
Abundance Wealth Counselors
Pennsylvania
$800K