Franklin Universal Trust
48 hedge funds and large institutions have $34.2M invested in Franklin Universal Trust in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
7% more funds holding
Funds holding: 45 → 48 (+3)
2% more capital invested
Capital invested by funds: $33.5M → $34.2M (+$673K)
0.14% more ownership
Funds ownership: 17.71% → 17.85% (+0.14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$438K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$271K |
| 3 |
Morgan Stanley
New York
|
+$173K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$135K |
| 5 |
BAG
Bridgewealth Advisory Group
Fresno,
California
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$334K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$306K |
| 3 |
ATS
Ashton Thomas Securities
Rochester,
New York
|
-$284K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$119K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$87K |
FT Hedge Fund Activity: Q2 2025 in Review
48 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q2 2025, worth a combined $34.2M — up 2% from $33.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FT positions and 1 closed out — a net gain of 3 holders — while 22 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $438K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $334K.
- 48 institutional investors held Franklin Universal Trust (FT) as of Q2 2025, up from 45 in Q1 2025.
- Funds reported $34.2M of Franklin Universal Trust stock for Q2 2025, up 2% quarter-over-quarter.
- 4 funds opened new Franklin Universal Trust positions in Q2 2025 and 1 closed out, a net change of +3 holders.
- The largest Franklin Universal Trust buyer in Q2 2025 was LPL Financial, an estimated $438K added.
- The largest Franklin Universal Trust seller in Q2 2025 was Hennion & Walsh Asset Management, an estimated $334K sold.
Based on aggregated 13F filings for Q2 2025.