Franklin Universal Trust
45 hedge funds and large institutions have $33.6M invested in Franklin Universal Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 9 closing their positions.
1.1% less ownership
Funds ownership: 18.85% → 17.75% (-1.1%)
4% less funds holding
Funds holding: 47 → 45 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
50% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 22
99% less capital invested
Capital invested by funds: $2.53B → $33.6M (-$2.5B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$934K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$279K |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$161K |
| 4 |
Goldman Sachs
New York
|
+$116K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$893K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$867K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$575K |
| 4 |
NWMP
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
-$212K |
| 5 |
LPL Financial
San Diego,
California
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
51
Wedbush Securities
Los Angeles,
California
| – | -$79K | -10,800 | Closed |
|
|
CFS
52
CGC Financial Services
Lake Oswego,
Oregon
| – | -$17.6K | -2,413 | Closed |
|
|
AWM
53
Avior Wealth Management
Omaha,
Nebraska
| – | -$7.45K | -1,019 | Closed |
|
54
Bessemer Group
Woodbridge,
New Jersey
| – | -$6K | -860 | Closed |
|
FT Hedge Fund Activity: Q1 2025 in Review
45 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q1 2025, worth a combined $33.6M — down 99% from $2.53B a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FT and 7 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 11 added.
The largest buyer was Stifel Financial, adding an estimated $934K. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $893K sold.
- 45 institutional investors held Franklin Universal Trust (FT) as of Q1 2025, down from 47 in Q4 2024.
- Funds reported $33.6M of Franklin Universal Trust stock for Q1 2025, down 99% quarter-over-quarter.
- 7 funds opened new Franklin Universal Trust positions in Q1 2025 and 9 closed out, a net change of -2 holders.
- The largest Franklin Universal Trust buyer in Q1 2025 was Stifel Financial, an estimated $934K added.
- The largest Franklin Universal Trust seller in Q1 2025 was Sanctuary Advisors, an estimated $893K sold.
Based on aggregated 13F filings for Q1 2025.