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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
BWM
76
BlackDiamond Wealth Management
New York
$62.8K +$62.2K +10,091 New
LOPW
77
Live Oak Private Wealth
North Carolina
$61.5K
SIA
78
Sit Investment Associates
Minnesota
$58K
ACM
79
Anfield Capital Management
California
$52.8K
SIS
80
Sound Income Strategies
Florida
$44.9K +$487 +79 +1%
PWPS
81
Pinnacle Wealth Planning Services
Ohio
$36.1K +$36.2K +5,870 New
EB
82
Eastern Bank
Massachusetts
$30.8K
CT
83
Caldwell Trust
Florida
$17.2K
Jones Financial Companies
84
Jones Financial Companies
Missouri
$14.4K +$12.3K +2,000 +588%
WA
85
WPG Advisers
Maryland
$13.9K +$1.31K +212 +10%
SPIA
86
Steward Partners Investment Advisory
New York
$12.1K
RA
87
Ransom Advisory
Rhode Island
$9.22K +$9.24K +1,500 New
Comerica Bank
88
Comerica Bank
Texas
$8.78K -$2.41K -392 -22%
AF
89
Advisornet Financial
Minnesota
$8.44K
HNB
90
Hilltop National Bank
Wyoming
$8.15K
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$7.87K -$1.93K -313 -20%
HWP
92
Highline Wealth Partners
California
$3.57K
MCM
93
MAI Capital Management
Ohio
$2.17K +$2.17K +352 New
SAG
94
SageView Advisory Group
California
$1.63K +$1.63K +265 New
FFA
95
Farther Finance Advisors
California
$1.35K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1K
HNB
97
Huntington National Bank
Ohio
$609
AssetMark Inc
98
AssetMark Inc
California
$271
FPGK
99
Financial Partners Group (Kansas)
Kansas
-$650K -102,023 Closed
GP
100
Gridiron Partners
Pennsylvania
-$47.8K -88,981 Closed