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Franklin Resources

589 hedge funds and large institutions have $6.22B invested in Franklin Resources 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.

New
Increased
Maintained
Reduced
Closed

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: 565589 (+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: 66 (0)

2.31% less ownership

Funds ownership: 54.06%51.75% (-2.3%)

8% less capital invested

Capital invested by funds: $6.77B → $6.22B (-$544M)

Holders
589
Holders Change
+24
Holders Change %
+4.25%
% of All Funds
7.73%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
92
Increased
205
Reduced
187
Closed
61
Calls
$55.8M
Puts
$32.3M
Net Calls
+$23.4M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$862M -$13.7M -555,938 -1%
PCOC
2
Power Corp of Canada
Canada
$730M
BlackRock
3
BlackRock
New York
$656M +$5.08M +205,332 +0.7%
State Street
4
State Street
Massachusetts
$490M -$32M -1,296,437 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$233M +$13.7M +553,184 +6%
Invesco
6
Invesco
Georgia
$216M -$17.3M -699,186 -7%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$191M -$43.9M -1,775,660 -18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$180M +$40.2K +1,628 +0%
ProShare Advisors
9
ProShare Advisors
Maryland
$158M -$45.4M -1,838,085 -21%
Goldman Sachs
10
Goldman Sachs
New York
$154M +$32.9M +1,331,329 +25%
Morgan Stanley
11
Morgan Stanley
New York
$144M +$41.3M +1,671,916 +37%
Citadel Advisors
12
Citadel Advisors
Florida
$101M -$69M -2,792,951 -39%
Northern Trust
13
Northern Trust
Illinois
$95.3M +$33.9M +1,370,132 +50%
UBS Group
14
UBS Group
Switzerland
$78M -$9.85M -398,583 -11%
ACL
15
Azora Capital LP
Florida
$75M +$1.33M +53,741 +2%
Charles Schwab
16
Charles Schwab
California
$73.3M -$1.67M -67,437 -2%
KGI
17
Kopernik Global Investors
Florida
$63.3M -$2.67M -108,225 -4%
VF
18
Vest Financial
Virginia
$51.3M -$17M -686,345 -24%
JP Morgan Chase
19
JP Morgan Chase
New York
$48.6M +$13.7M +554,842 +36%
First Trust Advisors
20
First Trust Advisors
Illinois
$39.9M -$13.6M -549,539 -24%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$38.4M +$447K +18,100 +1%
Nomura Asset Management
22
Nomura Asset Management
Japan
$36.5M -$10.3M -417,235 -21%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$36.3M -$1.3M -52,476 -3%
Two Sigma Investments
24
Two Sigma Investments
New York
$34.6M +$23.1M +936,105 +168%
Squarepoint
25
Squarepoint
New York
$33.2M +$28.1M +1,136,174 +382%