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FT

Franklin Universal Trust
FT

48 hedge funds and large institutions have $34.2M invested in Franklin Universal Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

7% more funds holding

Funds holding: 45 → 48 (+3)

2% more capital invested

Capital invested by funds: $33.6M → $34.2M (+$595K)

0.1% more ownership

Funds ownership: 17.75% → 17.85% (+0.1%)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$438K
2
SFS
Shaker Financial Services
Virginia
+$271K
3
Morgan Stanley
Morgan Stanley
New York
+$173K
4
UBS Group
UBS Group
Switzerland
+$135K
5
BAG
Bridgewealth Advisory Group
California
+$110K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$334K
2
Wells Fargo
Wells Fargo
California
-$306K
3
ATS
Ashton Thomas Securities
New York
-$284K
4
Stifel Financial
Stifel Financial
Missouri
-$119K
5
LCM
Landscape Capital Management
New Jersey
-$87K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$139K +$207 +28 +0.2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$137K – – –
SWP
28
Stratos Wealth Partners
Ohio
$127K – – –
Goldman Sachs
29
Goldman Sachs
New York
$118K – – –
ATS
30
Ashton Thomas Securities
New York
$115K -$284K -38,400 -72%
BAG
31
Bridgewealth Advisory Group
California
$114K +$110K +14,910 New
NA
32
NewEdge Advisors
Louisiana
$102K -$4.99K -674 -5%
PI
33
PFG Investments
New York
$90.3K +$1.41K +190 +2%
OC
34
Oppenheimer & Co
New York
$89.9K +$7.95K +1,075 +10%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$82.9K +$6.39K +864 +9%
GWM
36
Geneos Wealth Management
Colorado
$78.8K -$70.6K -9,540 -48%
MLA
37
MB, Levis & Associates
Pennsylvania
$78.3K – – –
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$57.1K +$1.41K +190 +3%
WAM
39
Wolverine Asset Management
Illinois
$34.9K +$33.9K +4,584 New
CA
40
CoreCap Advisors
Michigan
$32.5K +$3.43K +464 +12%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$24.4K – – –
Bank of America
42
Bank of America
North Carolina
$21.3K – – –
NC
43
North Capital
Utah
$18.4K – – –
HI
44
Harbour Investments
Wisconsin
$12.5K – – –
ME
45
McIlrath & Eck
Washington
$5.44K – – –
AF
46
Advisornet Financial
Minnesota
$5.06K +$4.91K +664 New
AAS
47
Ameritas Advisory Services
Nebraska
$4.57K +$4.44K +600 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$3.81K – – –
MG
49
Mather Group
Illinois
– -$11.6K -1,534 Closed
1
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FT Hedge Fund Activity: Q2 2025 in Review

48 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q2 2025, worth a combined $34.2M — up 1.8% from $33.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FT positions and 1 closed out — a net gain of 3 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $438K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $334K.

  • 48 institutional investors held Franklin Universal Trust (FT) as of Q2 2025, up from 45 in Q1 2025.
  • Funds reported $34.2M of Franklin Universal Trust stock for Q2 2025, up 1.8% quarter-over-quarter.
  • 4 funds opened new Franklin Universal Trust positions in Q2 2025 and 1 closed out, a net change of +3 holders.
  • The largest Franklin Universal Trust buyer in Q2 2025 was LPL Financial, an estimated $438K added.
  • The largest Franklin Universal Trust seller in Q2 2025 was Hennion & Walsh Asset Management, an estimated $334K sold.

Based on aggregated 13F filings for Q2 2025.