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Franklin Resources

569 hedge funds and large institutions have $6.6B invested in Franklin Resources in 2025 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 213 increasing their positions, 186 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

8% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 89

3% less funds holding

Funds holding: 588569 (-19)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
569
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$41.8M
Puts
$32.6M
Net Calls
Net Calls Change

Top Buyers

1 +$61.9M
2 +$58.6M
3 +$47.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$43.6M
5
BlackRock
BlackRock
New York
+$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
201
Amalgamated Bank
New York
$1.43M
XT
202
XTX Topco
Cayman Islands
$1.43M
Pictet Asset Management
203
Pictet Asset Management
Switzerland
$1.41M
N
204
Numerai
California
$1.4M
Mariner
205
Mariner
Kansas
$1.34M
AIM
206
Artemis Investment Management
United Kingdom
$1.34M
PCM
207
Poehling Capital Management
Wisconsin
$1.31M
JCIA
208
Jackson Creek Investment Advisors
Colorado
$1.3M
SWP
209
Stratos Wealth Partners
Ohio
$1.28M
TD Asset Management
210
TD Asset Management
Ontario, Canada
$1.27M
EI
211
Ethic Inc
New York
$1.25M
AAM
212
Auxier Asset Management
Oregon
$1.22M
MCM
213
Mork Capital Management
California
$1.16M
Universal-Beteiligungs- und Servicegesellschaft
214
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.15M
NAAA
215
New Age Alpha Advisors
New York
$1.15M
BPA
216
Beacon Pointe Advisors
California
$1.14M
GC
217
Guggenheim Capital
Illinois
$1.13M
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$1.12M
FIA
219
Foundations Investment Advisors
Arizona
$1.11M
SCI
220
S&CO Inc
Massachusetts
$1.11M
NIM
221
NEOS Investment Management
Connecticut
$1.06M
AI
222
Atria Investments
North Carolina
$1.05M
Osaic Holdings
223
Osaic Holdings
Arizona
$1.02M
OTL
224
Oak Thistle LLC
New York
$1M
SLWA
225
San Luis Wealth Advisors
California
$997K