FT
Franklin Universal Trust
46 hedge funds and large institutions have $33.8M invested in Franklin Universal Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0.06% more ownership
Funds ownership: 17.59% → 17.65% (+0.06%)
Holders
46
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$451K | |
| 2 | +$279K | |
| 3 | +$178K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$139K |
| 5 |
BAG
Bridgewealth Advisory Group
Fresno,
California
|
+$114K |
Top Sellers
| 1 | -$344K | |
| 2 | -$315K | |
| 3 | -$293K | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$123K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$100K |
