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Franklin Limited Duration Income Trust

98 hedge funds and large institutions have $94.5M invested in Franklin Limited Duration Income Trust in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

13% more funds holding

Funds holding: 8798 (+11)

12% more capital invested

Capital invested by funds: $84.4M → $94.5M (+$10.1M)

5.02% more ownership

Funds ownership: 32.97%37.99% (+5%)

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
32
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIT
26
Financially in Tune
Massachusetts
$510K +$511K +82,895 New
Jane Street
27
Jane Street
New York
$500K +$247K +40,043 +97%
IAIM
28
International Assets Investment Management
Florida
$486K +$487K +79,100 New
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$466K -$12.7K -2,067 -3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$457K +$42.6K +6,924 +10%
UBS Group
31
UBS Group
Switzerland
$447K +$84.4K +13,709 +23%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$404K +$10.1K +1,642 +3%
Stifel Financial
33
Stifel Financial
Missouri
$388K +$238K +38,622 +158%
COLIM
34
City of London Investment Management
United Kingdom
$368K
PIA
35
Powell Investment Advisors
Florida
$367K +$1.85K +301 +0.5%
Raymond James Financial
36
Raymond James Financial
Florida
$360K +$5.81K +944 +2%
AWM
37
Apollon Wealth Management
South Carolina
$315K +$22K +3,571 +7%
LSC
38
Logan Stone Capital
Illinois
$292K +$292K +47,416 New
RAM
39
Readystate Asset Management
Illinois
$290K -$280K -45,396 -49%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$260K +$261K +42,322 New
OC
41
Oppenheimer & Co
New York
$210K +$3.89K +632 +2%
SWM
42
SeaCrest Wealth Management
New York
$208K -$2.69K -436 -1%
CA
43
CoreCap Advisors
Michigan
$204K
POIA
44
Pin Oak Investment Advisors
Texas
$193K
Nomura Holdings
45
Nomura Holdings
Japan
$189K +$189K +30,663 New
IA
46
Integrity Alliance
Iowa
$188K -$992 -161 -0.5%
KA
47
Kovack Advisors
Florida
$187K +$123K +19,940 +189%
BlackRock
48
BlackRock
New York
$161K +$146K +23,654 +958%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$149K +$8.6K +1,396 +6%
CL
50
Choreo LLC
Illinois
$148K +$1.61K +261 +1%