FT
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
7% less capital invested
Capital invested by funds: $39.7M → $37M (-$2.79M)
Holders
54
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.08M | |
| 2 | +$584K | |
| 3 | +$270K | |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$189K |
| 5 |
AWM
Angeles Wealth Management
Santa Monica,
California
|
+$177K |
Top Sellers
| 1 | -$663K | |
| 2 | -$388K | |
| 3 | -$197K | |
| 4 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
-$197K |
| 5 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$172K |
