Franklin Templeton
591 hedge funds and large institutions have $6.22B invested in Franklin Templeton in 2025 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 205 increasing their positions, 187 reducing their positions, and 61 closing their positions.
72% more call options, than puts
Call options by funds: $55.8M | Put options by funds: $32.3M
51% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 61
4% more funds holding
Funds holding: 567 → 591 (+24)
10% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 187
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2.29% less ownership
Funds ownership: 54.05% → 51.75% (-2.3%)
8% less capital invested
Capital invested by funds: $6.77B → $6.22B (-$543M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$41.3M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$34.5M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$33.9M |
| 4 |
Goldman Sachs
New York
|
+$32.9M |
| 5 |
Squarepoint
New York
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EQF
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
|
-$125M |
| 2 |
Amundi
Paris,
France
|
-$70.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$69M |
| 4 |
Holocene Advisors
New York
|
-$51.9M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
-$45.4M |
BEN Hedge Fund Activity: Q3 2025 in Review
591 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q3 2025, worth a combined $6.22B — down 8% from $6.77B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new BEN positions and 61 closed out — a net gain of 31 holders — while 205 added to existing stakes and 187 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $41.3M. The largest seller was Evergreen Quality Fund, exiting entirely with an estimated $125M sold.
- 591 institutional investors held Franklin Templeton (BEN) as of Q3 2025, up from 567 in Q2 2025.
- Funds reported $6.22B of Franklin Templeton stock for Q3 2025, down 8% quarter-over-quarter.
- 92 funds opened new Franklin Templeton positions in Q3 2025 and 61 closed out, a net change of +31 holders.
- The largest Franklin Templeton buyer in Q3 2025 was Morgan Stanley, an estimated $41.3M added.
- The largest Franklin Templeton seller in Q3 2025 was Evergreen Quality Fund, an estimated $125M sold.
Based on aggregated 13F filings for Q3 2025.