FT

Franklin Universal Trust
FT

Overview Fund Activity

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
+3
Holders Change %
+6.98%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

Top Sellers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
$1.63M
2
Wells Fargo
Wells Fargo
California
$819K
3
ATS
Ashton Thomas Securities
New York
$115K
4
Stifel Financial
Stifel Financial
Missouri
$2.91M
5
Osaic Holdings
Osaic Holdings
Arizona
$738K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$127K – – –
Goldman Sachs
27
Goldman Sachs
New York
$118K – – –
ATS
28
Ashton Thomas Securities
New York
$115K -$293K -38,400 -72%
BAG
29
Bridgewealth Advisory Group
California
$114K +$114K +14,910 New
NA
30
NewEdge Advisors
Louisiana
$102K -$5.14K -674 -5%
PI
31
PFG Investments
New York
$90.3K +$1.45K +190 +2%
OC
32
Oppenheimer & Co
New York
$89.9K +$8.19K +1,075 +10%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$82.9K +$6.58K +864 +9%
GWM
34
Geneos Wealth Management
Colorado
$78.8K -$72.7K -9,540 -48%
MLA
35
MB, Levis & Associates
Pennsylvania
$78.3K – – –
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$57.2K +$1.45K +190 +3%
WAM
37
Wolverine Asset Management
Illinois
$34.9K +$34.9K +4,584 New
CA
38
CoreCap Advisors
Michigan
$32.5K +$3.54K +464 +12%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$24.4K – – –
Bank of America
40
Bank of America
North Carolina
$21.3K – – –
NC
41
North Capital
Utah
$18.4K – – –
HI
42
Harbour Investments
Wisconsin
$12.5K – – –
ME
43
McIlrath & Eck
Washington
$5.44K – – –
AF
44
Advisornet Financial
Minnesota
$5.06K +$5.06K +664 New
AAS
45
Ameritas Advisory Services
Nebraska
$4.57K +$4.57K +600 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$3.81K – – –
MG
47
Mather Group
Illinois
– -$11.6K -1,534 Closed
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