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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
51
McIlrath & Eck
Arlington,
Washington
| $5.71K | – | – | – |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4K | – | – | – |
|
|
FGAM
53
Financial Gravity Asset Management
Lakeway,
Texas
| $4K | +$4K | +500 | New |
|
54
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | +$2.4K | +300 | New |
|
|
55
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$197K | -24,463 | Closed |
|
|
MYIA
56
Mount Yale Investment Advisors
Denver,
Colorado
| – | -$197K | -24,463 | Closed |
|
|
SWM
57
SeaCrest Wealth Management
Purchase,
New York
| – | -$172K | -21,299 | Closed |
|
58
HighTower Advisors
Chicago,
Illinois
| – | -$138K | -17,171 | Closed |
|
|
NC
59
North Capital
Salt Lake City,
Utah
| – | -$19.4K | -2,414 | Closed |
|
|
MG
60
Mather Group
Chicago,
Illinois
| – | -$12.3K | -1,534 | Closed |
|
|
AAS
61
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$3.22K | -400 | Closed |
|
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.