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
Vanguard Group
1
Vanguard Group
Pennsylvania
$902M +$139K +6,749 +0%
PCOC
2
Power Corp of Canada
Canada
$753M
BlackRock
3
BlackRock
New York
$671M -$45M -2,183,083 -7%
State Street
4
State Street
Massachusetts
$536M -$17.8M -865,302 -4%
Invesco
5
Invesco
Georgia
$240M -$39.8M -1,931,649 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$239M +$189M +9,179,995 +1,083%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$227M +$47.2M +2,289,355 +32%
ProShare Advisors
8
ProShare Advisors
Maryland
$207M +$2.01M +97,708 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$186M +$225K +10,935 +0.1%
Citadel Advisors
10
Citadel Advisors
Florida
$171M +$139M +6,756,533 +1,613%
Goldman Sachs
11
Goldman Sachs
New York
$127M -$33.7M -1,636,269 -24%
EQF
12
Evergreen Quality Fund
Cayman Islands
$125M
Morgan Stanley
13
Morgan Stanley
New York
$108M -$10.4M -506,032 -10%
UBS Group
14
UBS Group
Switzerland
$90M +$9.25M +448,859 +14%
Charles Schwab
15
Charles Schwab
California
$77.2M +$1.65M +80,146 +3%
ACL
16
Azora Capital LP
Florida
$76.1M +$65.7M +3,188,729 New
VF
17
Vest Financial
Virginia
$69.3M +$3.62M +175,597 +6%
KGI
18
Kopernik Global Investors
Florida
$67.8M +$8.41M +407,867 +17%
Northern Trust
19
Northern Trust
Illinois
$65.6M -$13.3M -643,527 -19%
Amundi
20
Amundi
France
$65.5M -$8.79M -426,725 -11%
Verition Fund Management
21
Verition Fund Management
Connecticut
$65.4M -$1.22M -58,961 -2%
Norges Bank
22
Norges Bank
Norway
$60.6M -$6.93M -336,265 -12%
First Trust Advisors
23
First Trust Advisors
Illinois
$54.3M -$162K -7,877 -0.3%
Holocene Advisors
24
Holocene Advisors
New York
$51.4M +$44.4M +2,154,453 New
Nomura Asset Management
25
Nomura Asset Management
Japan
$47.6M +$777K +37,684 +2%

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.