FT
Franklin Universal Trust
47 hedge funds and large institutions have $34M invested in Franklin Universal Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 10 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: $ → $
0.11% more ownership
Funds ownership: 17.67% → 17.77% (+0.11%)
Holders
47
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$438K | |
| 2 | +$271K | |
| 3 | +$173K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$135K |
| 5 |
BAG
Bridgewealth Advisory Group
Fresno,
California
|
+$110K |
Top Sellers
| 1 | -$334K | |
| 2 | -$306K | |
| 3 | -$284K | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$119K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$87K |