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.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
16% more capital invested
Capital invested by funds: $34.2M → $39.7M (+$5.56M)
4% more funds holding
Funds holding: 48 → 50 (+2)
1.82% more ownership
Funds ownership: 17.85% → 19.67% (+1.8%)
26% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.83M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.71M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$339K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$335K |
| 5 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
+$192K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$434K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$290K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$248K |
| 4 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$129K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$102K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
51
Landscape Capital Management
Englewood,
New Jersey
| – | -$248K | -32,547 | Closed |
|
|
NA
52
NewEdge Advisors
New Orleans,
Louisiana
| – | -$102K | -13,338 | Closed |
|
53
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$82.9K | -10,876 | Closed |
|
|
WAM
54
Wolverine Asset Management
Chicago,
Illinois
| – | -$34.9K | -4,584 | Closed |
|
55
Bank of America
Charlotte,
North Carolina
| – | -$21.3K | -2,800 | Closed |
|
|
AF
56
Advisornet Financial
Minnetonka,
Minnesota
| – | -$5.06K | -664 | Closed |
|
FT Hedge Fund Activity: Q3 2025 in Review
50 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q3 2025, worth a combined $39.7M — up 16% from $34.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FT positions and 6 closed out — a net gain of 2 holders — while 14 added to existing stakes and 19 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $1.83M. The largest seller was Shaker Financial Services, cutting an estimated $434K.
- 50 institutional investors held Franklin Universal Trust (FT) as of Q3 2025, up from 48 in Q2 2025.
- Funds reported $39.7M of Franklin Universal Trust stock for Q3 2025, up 16% quarter-over-quarter.
- 8 funds opened new Franklin Universal Trust positions in Q3 2025 and 6 closed out, a net change of +2 holders.
- The largest Franklin Universal Trust buyer in Q3 2025 was Janney Montgomery Scott, an estimated $1.83M added.
- The largest Franklin Universal Trust seller in Q3 2025 was Shaker Financial Services, an estimated $434K sold.
Based on aggregated 13F filings for Q3 2025.