Franklin Universal Trust
54 hedge funds and large institutions have $37M invested in Franklin Universal Trust in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
8% more funds holding
Funds holding: 50 → 54 (+4)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
1.29% less ownership
Funds ownership: 19.67% → 18.38% (-1.3%)
7% less capital invested
Capital invested by funds: $39.7M → $37M (-$2.79M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$2.08M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$584K |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$270K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$189K |
| 5 |
AWM
Angeles Wealth Management
Santa Monica,
California
|
+$177K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$663K |
| 2 |
LPL Financial
San Diego,
California
|
-$388K |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$197K |
| 4 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
-$197K |
| 5 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$172K |
FT Hedge Fund Activity: Q4 2025 in Review
54 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q4 2025, worth a combined $37M — down 7% from $39.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FT positions and 7 closed out — a net gain of 5 holders — while 17 added to existing stakes and 16 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $2.08M. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $663K.
- 54 institutional investors held Franklin Universal Trust (FT) as of Q4 2025, up from 50 in Q3 2025.
- Funds reported $37M of Franklin Universal Trust stock for Q4 2025, down 7% quarter-over-quarter.
- 12 funds opened new Franklin Universal Trust positions in Q4 2025 and 7 closed out, a net change of +5 holders.
- The largest Franklin Universal Trust buyer in Q4 2025 was Advisors Asset Management, an estimated $2.08M added.
- The largest Franklin Universal Trust seller in Q4 2025 was Hennion & Walsh Asset Management, an estimated $663K sold.
Based on aggregated 13F filings for Q4 2025.