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Franco-Nevada

523 hedge funds and large institutions have $21.9B invested in Franco-Nevada in 2025 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 186 increasing their positions, 159 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 45

35% more funds holding in top 10

Funds holding in top 10: 1723 (+6)

35% more capital invested

Capital invested by funds: $16.2B → $21.9B (+$5.72B)

17% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 159

8% more funds holding

Funds holding: 484523 (+39)

0.63% more ownership

Funds ownership: 71.74%72.36% (+0.63%)

6% less call options, than puts

Call options by funds: $214M | Put options by funds: $228M

Holders
523
Holders Change
+39
Holders Change %
+8.06%
% of All Funds
7.01%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.31%
New
87
Increased
186
Reduced
159
Closed
45
Calls
$214M
Puts
$228M
Net Calls
-$14M
Net Calls Change
+$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.92B +$29M +207,232 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.91B +$315M +2,254,659 +23%
Fidelity International
3
Fidelity International
Bermuda
$1.39B -$41.6M -297,524 -3%
Capital World Investors
4
Capital World Investors
California
$1.26B +$8.4M +60,008 +0.8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.23B +$6.42M +45,924 +0.6%
VanEck Associates
6
VanEck Associates
New York
$1.21B -$117M -838,122 -10%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$789M -$39.7M -283,852 -5%
EIG
8
EdgePoint Investment Group
Ontario, Canada
$582M -$177M -1,261,889 -25%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$555M -$107M -765,380 -18%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$506M -$20.6M -147,353 -4%
Renaissance Technologies
11
Renaissance Technologies
New York
$477M -$18M -128,890 -4%
JFL
12
Jarislowsky, Fraser Ltd
Quebec, Canada
$451M -$49.7M -355,193 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$444M -$43.7M -312,680 -10%
Victory Capital Management
14
Victory Capital Management
Texas
$400M -$124M -884,305 -26%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$375M +$170M +1,216,782 +104%
Norges Bank
16
Norges Bank
Norway
$341M +$20M +142,828 +7%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$313M +$4.62M +33,044 +2%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$303M +$17.1M +122,071 +7%
OAG
19
Orbis Allan Gray
Bermuda
$302M -$3.02M -21,573 -1%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$276M +$33.9M +242,196 +16%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$268M +$159M +1,133,373 +198%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$252M +$4.53M +32,387 +2%
MGP
23
M&G plc
United Kingdom
$237M -$75.1M -536,619 -26%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$209M +$17.8M +126,944 +11%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$197M +$20.4M +145,896 +13%

FNV Hedge Fund Activity: Q1 2025 in Review

523 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Franco-Nevada (FNV) for Q1 2025, worth a combined $21.9B — up 35% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new FNV positions and 45 closed out — a net gain of 42 holders — while 186 added to existing stakes and 159 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $315M. The largest seller was EdgePoint Investment Group, cutting an estimated $177M.

  • 523 institutional investors held Franco-Nevada (FNV) as of Q1 2025, up from 484 in Q4 2024.
  • Funds reported $21.9B of Franco-Nevada stock for Q1 2025, up 35% quarter-over-quarter.
  • 87 funds opened new Franco-Nevada positions in Q1 2025 and 45 closed out, a net change of +42 holders.
  • The largest Franco-Nevada buyer in Q1 2025 was Fidelity Investments, an estimated $315M added.
  • The largest Franco-Nevada seller in Q1 2025 was EdgePoint Investment Group, an estimated $177M sold.

Based on aggregated 13F filings for Q1 2025.