FT
Franklin Universal Trust
44 hedge funds and large institutions have $33.4M invested in Franklin Universal Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
99% less capital invested
Capital invested by funds: $2.53B → $33.4M (-$2.5B)
Holders
44
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$936K | |
| 2 | +$280K | |
| 3 | +$162K | |
| 4 |
Goldman Sachs
New York
|
+$117K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$114K |
Top Sellers
| 1 | -$867K | |
| 2 | -$576K | |
| 3 | -$212K | |
| 4 |
LPL Financial
San Diego,
California
|
-$198K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
-$163K |