Franklin Resources
563 hedge funds and large institutions have $5.46B invested in Franklin Resources in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 233 increasing their positions, 168 reducing their positions, and 66 closing their positions.
39% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 168
1.47% more ownership
Funds ownership: 52.47% → 53.94% (+1.5%)
3% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 66
0% more call options, than puts
Call options by funds: $46.1M | Put options by funds: $46M
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% less funds holding
Funds holding: 565 → 563 (-2)
2% less capital invested
Capital invested by funds: $5.59B → $5.46B (-$125M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$86.3M |
| 2 |
EQF
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
|
+$52.3M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
+$51.4M |
| 4 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
+$30.1M |
| 5 |
KGI
Kopernik Global Investors
Tampa,
Florida
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$83.3M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$41.3M |
| 3 |
Two Sigma Investments
New York
|
-$19.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$18.8M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
-$16.5M |
BEN Hedge Fund Activity: Q1 2025 in Review
563 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q1 2025, worth a combined $5.46B — down 2.2% from $5.59B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new BEN positions and 66 closed out — a net gain of 2 holders — while 233 added to existing stakes and 168 trimmed.
The largest buyer was Marshall Wace, adding an estimated $86.3M. The largest seller was First Trust Advisors, cutting an estimated $83.3M.
- 563 institutional investors held Franklin Resources (BEN) as of Q1 2025, down from 565 in Q4 2024.
- Funds reported $5.46B of Franklin Resources stock for Q1 2025, down 2.2% quarter-over-quarter.
- 68 funds opened new Franklin Resources positions in Q1 2025 and 66 closed out, a net change of +2 holders.
- The largest Franklin Resources buyer in Q1 2025 was Marshall Wace, an estimated $86.3M added.
- The largest Franklin Resources seller in Q1 2025 was First Trust Advisors, an estimated $83.3M sold.
Based on aggregated 13F filings for Q1 2025.