FT

Franklin Universal Trust

43 hedge funds and large institutions have $33.3M invested in Franklin Universal Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MSAM
1
Moloney Securities Asset Management
Missouri
$5.05M 671,033 -2,263 -0.3%
LPL Financial
2
LPL Financial
California
$4.72M 626,230 -26,305 -4%
Stifel Financial
3
Stifel Financial
Missouri
$3M 397,805 +124,341 +45%
Morgan Stanley
4
Morgan Stanley
New York
$2.64M 349,961 +1,916 +0.6%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$2.57M 341,671 -609 -0.2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$1.95M 258,524 -3,231 -1%
AAM
7
Advisors Asset Management
Colorado
$1.62M 214,496 +37,138 +21%
UCI
8
Uncommon Cents Investing
Wisconsin
$1.33M 176,625 +4,223 +2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.23M 163,457 -88 -0.1%
Wells Fargo
10
Wells Fargo
California
$1.12M 148,859 +1,914 +1%
UBS Group
11
UBS Group
Switzerland
$1.01M 133,824 +15,078 +13%
IWC
12
Integrated Wealth Concepts
Massachusetts
$953K 126,622 -100 -0.1%
WCMNY
13
Westchester Capital Management (New York)
New York
$892K 118,430 -15,487 -12%
Osaic Holdings
14
Osaic Holdings
Arizona
$848K 112,674 -76,538 -40%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$557K 73,999 -5,610 -7%
Raymond James Financial
16
Raymond James Financial
Florida
$469K 62,325 -21,686 -26%
ATS
17
Ashton Thomas Securities
New York
$403K 53,550 -2,500 -4%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$390K 52,037 -2,591 -5%
LCM
19
Landscape Capital Management
New Jersey
$334K 44,300 -13,272 -23%
SFS
20
Shaker Financial Services
Virginia
$258K 34,313 -16,875 -33%
CCFM
21
Clear Creek Financial Management
Washington
$199K 26,453
Kovitz Investment Group Partners
22
Kovitz Investment Group Partners
Illinois
$162K 21,479 +21,479 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$160K 21,259 +3,286 +18%
SWM
24
SeaCrest Wealth Management
New York
$155K 20,639 +326 +2%
GWM
25
Geneos Wealth Management
Colorado
$150K 19,880 +9,436 +90%