FT

Franklin Universal Trust
FT

Overview Fund Activity

45 hedge funds and large institutions have $33.7M invested in Franklin Universal Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$5.22M
2
SFS
2
Shaker Financial Services
Virginia
$540K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.84M
4
UBS Group
4
UBS Group
Switzerland
$1.16M
5
BAG
5
Bridgewealth Advisory Group
California
$114K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$1.63M
2
Wells Fargo
2
Wells Fargo
California
$819K
3
ATS
3
Ashton Thomas Securities
New York
$115K
4
Stifel Financial
4
Stifel Financial
Missouri
$2.91M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$738K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$5.22M 685,398 +59,168 +9%
MSAM
2
Moloney Securities Asset Management
Missouri
$5.21M 683,165 +12,132 +2%
Stifel Financial
3
Stifel Financial
Missouri
$2.91M 381,704 -16,101 -4%
Morgan Stanley
4
Morgan Stanley
New York
$2.84M 373,324 +23,363 +7%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$2.61M 342,036 +365 +0.1%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.63M 213,372 -45,152 -17%
AAM
7
Advisors Asset Management
Colorado
$1.61M 211,670 -2,826 -1%
UCI
8
Uncommon Cents Investing
Wisconsin
$1.38M 181,015 +4,390 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.25M 163,821 +364 +0.2%
UBS Group
10
UBS Group
Switzerland
$1.16M 152,130 +18,306 +14%
IWC
11
Integrated Wealth Concepts
Massachusetts
$965K 126,622 – –
WCMNY
12
Westchester Capital Management (New York)
New York
$902K 118,430 – –
Wells Fargo
13
Wells Fargo
California
$819K 107,538 -41,321 -28%
Osaic Holdings
14
Osaic Holdings
Arizona
$738K 99,181 -13,493 -12%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$565K 74,184 +185 +0.3%
SFS
16
Shaker Financial Services
Virginia
$540K 70,883 +36,570 +107%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$498K 65,337 +13,300 +26%
Raymond James Financial
18
Raymond James Financial
Florida
$486K 63,780 +1,455 +2%
LCM
19
Landscape Capital Management
New Jersey
$248K 32,547 -11,753 -27%
CCFM
20
Clear Creek Financial Management
Washington
$224K 29,453 +3,000 +11%
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$168K 22,088 +609 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$163K 21,410 +151 +0.7%
SWM
23
SeaCrest Wealth Management
New York
$160K 20,976 +337 +2%
HighTower Advisors
24
HighTower Advisors
Illinois
$139K 18,261 +28 +0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$137K 17,920 – –
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