BEN icon

Franklin Resources
BEN

Overview Fund Activity

554 hedge funds and large institutions have $5.38B invested in Franklin Resources in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 228 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
7.53%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
228
Reduced
165
Closed
65
Calls
$46.1M
Puts
$46M
Net Calls
+$123K
Net Calls Change
-$11.1M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$82.9M
2
EQF
Evergreen Quality Fund
Cayman Islands
+$50.2M
3
Verition Fund Management
Verition Fund Management
Connecticut
+$49.3M
4
GFA
Gallagher Fiduciary Advisors
Illinois
+$28.9M
5
KGI
Kopernik Global Investors
Florida
+$23.6M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$80M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$39.1M
3
Two Sigma Investments
Two Sigma Investments
New York
-$19.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$18M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$728M +$1.61M +83,706 +0.2%
PCOC
2
Power Corp of Canada
Canada
$607M – – –
BlackRock
3
BlackRock
New York
$584M +$6.93M +360,103 +1%
State Street
4
State Street
Massachusetts
$451M +$21.9M +1,117,451 +5%
Invesco
5
Invesco
Georgia
$231M +$5.07M +263,619 +2%
ProShare Advisors
6
ProShare Advisors
Maryland
$165M -$15.9M -824,166 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$150M +$9.25M +480,898 +7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$139M +$23.5M +1,220,419 +20%
Goldman Sachs
9
Goldman Sachs
New York
$134M -$5.12M -265,909 -4%
EQF
10
Evergreen Quality Fund
Cayman Islands
$101M +$50.2M +2,607,460 +99%
Morgan Stanley
11
Morgan Stanley
New York
$97.2M -$1.55M -80,665 -2%
Marshall Wace
12
Marshall Wace
United Kingdom
$88.4M +$82.9M +4,306,292 +1,508%
Amundi
13
Amundi
France
$72M +$507K +26,584 +0.7%
Northern Trust
14
Northern Trust
Illinois
$65.3M +$5.89M +305,736 +10%
UBS Group
15
UBS Group
Switzerland
$64M +$19.5M +1,010,643 +44%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$63.8M -$4.17M -216,700 -6%
Charles Schwab
17
Charles Schwab
California
$60.8M +$1.12M +58,428 +2%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$58.7M -$1.86M -96,413 -3%
Verition Fund Management
19
Verition Fund Management
Connecticut
$53.9M +$49.3M +2,562,916 +1,085%
VF
20
Vest Financial
Virginia
$52.5M -$3.74M -194,521 -7%
KGI
21
Kopernik Global Investors
Florida
$46.9M +$23.6M +1,227,145 +102%
First Trust Advisors
22
First Trust Advisors
Illinois
$43.9M -$80M -4,155,982 -65%
UBS AM
23
UBS AM
Illinois
$40M +$3.21M +166,681 +9%
Nomura Asset Management
24
Nomura Asset Management
Japan
$37.7M -$1.32M -68,526 -3%
Deutsche Bank
25
Deutsche Bank
Germany
$37.5M +$1.17M +60,941 +3%
1
2 3 4 5