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
Holders
46
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.22M
MSAM
2
Moloney Securities Asset Management
Missouri
$5.21M
Stifel Financial
3
Stifel Financial
Missouri
$2.91M
Morgan Stanley
4
Morgan Stanley
New York
$2.84M
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$2.61M
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.63M
AAM
7
Advisors Asset Management
Colorado
$1.61M
UCI
8
Uncommon Cents Investing
Wisconsin
$1.38M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.25M
UBS Group
10
UBS Group
Switzerland
$1.16M
IWC
11
Integrated Wealth Concepts
Massachusetts
$965K
WCMNY
12
Westchester Capital Management (New York)
New York
$902K
Wells Fargo
13
Wells Fargo
California
$819K
Osaic Holdings
14
Osaic Holdings
Arizona
$738K
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$565K
SFS
16
Shaker Financial Services
Virginia
$540K
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$498K
Raymond James Financial
18
Raymond James Financial
Florida
$486K
LCM
19
Landscape Capital Management
New Jersey
$248K
CCFM
20
Clear Creek Financial Management
Washington
$224K
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$168K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$163K
SWM
23
SeaCrest Wealth Management
New York
$160K
HighTower Advisors
24
HighTower Advisors
Illinois
$139K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$137K