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Franklin Universal Trust
50 hedge funds and large institutions have $39.7M invested in Franklin Universal Trust in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
26% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 19
Holders
50
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.83M | |
| 2 | +$1.71M | |
| 3 | +$339K | |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$335K |
| 5 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$192K |
Top Sellers
| 1 | -$434K | |
| 2 | -$290K | |
| 3 | -$248K | |
| 4 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$129K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$102K |