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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
AW
51
Alteri Wealth
California
$147K
Brown Advisory
52
Brown Advisory
Maryland
$143K -$189K -30,748 -57%
HighTower Advisors
53
HighTower Advisors
Illinois
$142K +$143K +23,168 New
SFS
54
Sowell Financial Services
Arkansas
$142K -$4K -650 -3%
AIS
55
Accredited Investor Services
Minnesota
$140K +$13.3K +2,156 +10%
LCM
56
Landscape Capital Management
New Jersey
$134K +$135K +21,852 New
MFG
57
Merit Financial Group
Georgia
$130K +$6.47K +1,050 +5%
WA
58
Waverly Advisors
Alabama
$128K +$1.52K +247 +1%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$119K +$119K +19,281 New
IAS
60
Integrity Advisory Solutions
Texas
$113K +$16.5K +2,684 +17%
MC
61
Moors & Cabot
Massachusetts
$111K -$21.6K -3,500 -16%
AAM
62
Azzad Asset Management
Virginia
$103K +$38.3K +6,225 +59%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$97K +$4.1K +666 +4%
CIA
64
Capital Investment Advisors
Georgia
$92.6K +$9.41K +1,528 +11%
GRP
65
Global Retirement Partners
California
$88.8K +$88.9K +14,440 New
BC
66
Barrett & Company
Rhode Island
$88.4K -$2.26K -367 -2%
Citadel Advisors
67
Citadel Advisors
Florida
$84.1K +$84.2K +13,673 New
Mariner
68
Mariner
Kansas
$81.2K -$19.8K -3,214 -20%
NAS
69
NWF Advisory Services
California
$80K
MML Investors Services
70
MML Investors Services
Massachusetts
$77.3K -$6.12K -993 -7%
PAS
71
Park Avenue Securities
New York
$70K +$2.38K +386 +4%
DADC
72
D.A. Davidson & Co
Montana
$69.3K
SI
73
Stephens Inc
Arkansas
$67.7K +$67.8K +11,013 New
PA
74
Procyon Advisors
Connecticut
$66.5K +$66.6K +10,819 New
WS
75
Wedbush Securities
California
$65K