Franklin Limited Duration Income Trust
FTF
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.
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: 87 → 98 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
+$5.04M |
| 2 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$3.02M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.5M |
| 4 |
Morgan Stanley
New York
|
+$1.31M |
| 5 |
QL
Quarry LP
New York
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.22M |
| 2 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
-$650K |
| 3 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
-$280K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$268K |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
-$189K |
FTF Hedge Fund Activity: Q4 2025 in Review
98 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2025, worth a combined $94.5M — up 12% from $84.4M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FTF positions and 9 closed out — a net gain of 11 holders — while 32 added to existing stakes and 25 trimmed.
The largest buyer was Pathstone Holdings, opening a new position worth an estimated $5.04M. The largest seller was Shaker Financial Services, cutting an estimated $1.22M.
- 98 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2025, up from 87 in Q3 2025.
- Funds reported $94.5M of Franklin Limited Duration Income Trust stock for Q4 2025, up 12% quarter-over-quarter.
- 20 funds opened new Franklin Limited Duration Income Trust positions in Q4 2025 and 9 closed out, a net change of +11 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q4 2025 was Pathstone Holdings, an estimated $5.04M added.
- The largest Franklin Limited Duration Income Trust seller in Q4 2025 was Shaker Financial Services, an estimated $1.22M sold.
Based on aggregated 13F filings for Q4 2025.